How to transfer tax

If your client has tax available in the tax pool this can be sent to IRD following the instructions below.

Access the taxpayers account

If you are wanting to transfer tax for a client, the first step is to access the account for the taxpayer you are wanting to purchase tax for. This can be done within the My taxpayers section as below, by clicking on the IRD number or Taxpayer name:

Transfer to IRD

To initiate the transfer, hover over Manage tax and select Transfer to IRD.

Create your transfer

From within the transfer screen, chose your deposit option, tax year, amount and transfer to date.

If there are associated taxpayers, you can also adjust the taxpayer here as well.

💡TIP: if you want funds to transfer at the date of deposit, select Custom dates to enter your selected date.

Confirm your transfer

Once loaded, click on calculate and review your transfer.

If you are happy to proceed, click Submit request. Funds will then be sent to IRD in our next processing run (typically every Friday).