Tax Traders can easily upload your whole (or even a portion of) your client list into our portal for you. The minimum information we require is:
- IRD number of the client
- Type (e.g. individual, corporate, trust, etc)
- Taxpayer name
- Balance date
- Whether the client has extension of time or not
You can send a spreadsheet with this information to email@example.com and we will get those taxpayers loaded in the portal for you.
TOP TIP: The easiest way to obtain the list of your clients is to download the required information from MyIR.
- Log in to MyIR
- Navigate to the Firm Information Intermediary Centre
- You can download your client list here.