Authorities

How authorities work

If you represent your clients with another organisations, then you will often be required to have evidence that you have your client’s authority to act (or delegations) on their behalf. For financial practices who act for clients with IR, ACC and Companies office there are agreed ways to do this. 2Shakes simplifies this complexity for you and your clients.

Where 2Shakes gets you recognised

2Shakes currently works with:

Inland Revenue:  2Shakes guides you through the requirements of OS25/3 the technical guidance for IR authority. You must have sufficient and correct IR Authority BEFORE you can link to a clients IR tax account online. If you are not a registered bookkeeper or tax agent. Then 2Shakes makes it easy for you to get authorised as a Nominated Party for your client. You can find out more on our Inland Revenue authority support page, or by reading our IR Authority Blog article.

Accident Compensation Corporation (ACC): It sets you up to call and correspond with ACC on behalf of your clients.  If you have ACC online account then it will also give you the ability to link in to see your clients details through ACC online. If there are changes to ACC Online as part of ACC transformation programme 2Shakes will aim to improve our service to users accordingly.

MBIE – Companies Office: It sets you up to access your clients company details online through the companies office website.  Gaining Authority to a client’s company details from companies office also gives authority to update the primary data set held against the NZ Business Number (NZBN) for that company.

Xero: 2Shakes integrates with Xero Practice Manager and Xero Workflow Max to allow you to create new client accounts from the information you can captured in 2Shakes.

Authority Letter: 2Shakes creates signed letters of authority from you customers that can be shown to Banks, Insurance Companies and Utility companies.  These letters provide validation that your client trusts you to act on their behalf.  Our customers have found these letters to be valuable.  However, we cannot guarantee that they will always be accepted as each organisations will have its own unique policies and procedures.

Getting set up

Organisations need you to identify yourself with them, so that they know who is acting for the client.  In the profile section we capture the following authority information from you.  This is a one off set up process, do it once and you don’t need to redo it each time you sign up a client.

1. Log in to 2Shakes and go to the Profile – Authorities screen

2. IRD – enter your IRD number in the Profile – Authorities screen.  We will use this IRD number as the party requesting authority. Find more information on the Inland Revenue authority. 

3. Companies Office

   • Set up organisational account with Companies Office.  Enter the name and position of the Companies office account holder and select the tick box.

   • Click on Send Code to send a confirmation code to your mobile number. Enter this code and sign.

   • Click on Get Authorised to ‘punch’ out to the companies website.  Enter your real me log on details here. This will authorise 2Shakes to send Companies office authority requests in.

   • More info on setting up Companies Office.

4. Xero Practice Manager and Workflow Max the Get Authorised button will ‘punch’ out to the Practice Manager website.  Enter your log on details here.  This will authorise 2Shakes to send new client details to your account.

Revoking an Authority

If you no longer need to have authority over an account you need to revoke the authority.