How to bulk upload taxpayer clients into the portal

Tax Traders can easily upload your entire client list (or just a portion of it) into our portal on your behalf. The minimum information we require is:

Client's IR number
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 team@taxtraders.co.nz 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.