How do I bulk upload taxpayer clients into the portal?

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 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.

  1. Log in to MyIR
  2. Navigate to the Firm Information Intermediary Centre
  3. You can download your client list here.