Inland Revenue (IR) Authority

2Shakes lets you specify IR authority settings that:

  • capture your clients signed consent for you to access IR information on their behalf.
  • let you specify the authority text that you want to use
  • decide if you wish to send a IR597 nominated party for to IR
  • lets you authorise IR to send you an email regarding the authority.

NOTE: 2Shakes does not set up your myIR authority.  You will still need to do this, or ask your client to do this for you.

Steps to follow
  1. To access IR authority settings, click on Business Profile in the top navigation bar, then select Authorities.
  2. If you work with Inland Revenue for clients then select Inland Revenue: Show Inland Revenue Authority on the Client Signup screen using the check box in the dark grey bar.
  3. Enter your IRD number and then you can choose to edit the authority text that will appear on the agreement that your client will sign.
  4. Select if you want the option of capturing IR consent using a text statement (usually Tax Agents), submitting an IR597 form to Inland revenue, or both.  The form gets completed and submitted to IR., and  will set you up on IR systems with the ability to phone in and ask questions about the client.  Anyone can use this form (regardless of whether you are a tax agent or not).
  5. Select the email confirmation option so that IR can send you an email once you have been set up as a nominated person.  If you do not select the email confirmation option, you will be sent a letter in the post.
  6. Now when you sign up a client, the options you chose in your profile above show on the sign up screen:
  7. Select the text consent, IR597, or both. Some Tax Agents we have spoken with want their TA consent wording in the Agreement except for clients they are not acting as a Tax Agent for (they do both). In that case, set it up in your profile, then optionally deselect it for a specific client.

NOTE: IR have specified that in using 2Shakes to seek authority to act on behalf of your client, you make sure you have first met that person prior to signing and have satisfied yourself of that person’s identity.