Refund preferences

Access the taxpayers account

The first step is to access the account for the taxpayer you are wanting to update the refund preference for. You can do so by clicking on the taxpayer name or IRD from within the My taxpayers section

Update refund preference

Select Taxpayer preferences > Taxpayer settings

Scroll down to the Payment details section and update the preference as required.

Proof of bank account

As part of updating the bank account within refund preferences, you will be prompted to provide verification of bank account.

Please provide confirmation of the taxpayer’s bank account number in the form of a deposit slip, recent bank statement, or bank account confirmation provided on a letter head from their bank (dated within 3 months of age).

The confirmation needs to show the taxpayer as the owner of the account and the account number. Where a bank statement is provided please note only the above details are required and any personal balance or transactional information may be redacted. 

Amendments to the bank account entered or a new account number being entered on this screen will generate a confirmation email that will specify the date and time this occurred for your records.