Inland Revenue integration

With the introduction of Gateway Services by Inland Revenue (IR), e-filing is no longer limited to tax agents. Now, anyone preparing income tax returns in TaxLab can conveniently e-file them with Inland Revenue via TaxLab. 

In order to e-file tax returns or receive correspondence through the IR integration, there are three important steps to follow.

Please note: Only connections for tax agencies are able to receive tax payments information from Inland Revenue. 

Step 1 – Create a connection to Inland Revenue gateway Services

This will connect your TaxLab account to IR using your myIR credentials, allowing information to be sent and received between TaxLab and IR. 

1. From your TaxLab home page, click Settings > under connections > click Inland Revenue.
2. In Connections click Add > Inland Revenue Application Gateway.
   
3. Assign a display name to the connection. This identifier should be meaningful and can refer to the agency name or taxpayer name.
4. Click Confirm.
   
5. Next, you'll be redirected to the Inland Revenue website, where you'll be prompted to provide your myIR Username and Password.
   • For tax agents, please input your myIR login details associated with the tax agency.
   • For non-tax agents, please use your myIR login details for the specific entity.
6. Click Log in.

You will then be redirected back to TaxLab.

Step 2 – Create an Inland Revenue connection

Once the connection between TaxLab and IR’s gateway is complete you need to set up the IR connection that you’ll add your entities to.. This ensures all the right information flows through to the correct entities.

1. From the TaxLab Connections page Add > Inland Revenue.
   
2. Assign a display name to the connection. This identifier should be meaningful and can refer to the agency name or taxpayer name.
3. Choose whether this connection is for a tax agency or not (Yes or No).
   • For Tax agents, enter the IRD number and Client List ID for the tax agency.
   • For Non-tax agents, enter the IRD number for the myIR login for accessing the entity.
     
4. Under Inland Revenue Application Gateway Connection, click the dropdown arrow on the right and select the IR gateway connection you created in Step 1.
   
5. Under Inland Revenue Correspondence, select your preference regarding the automatic download of correspondence in PDF format (please note that additional pricing may apply. For further details, please contact us at 0800 00 1035).
   
6. Note: You do not need to complete or confirm the Third Party Data API Key.
7. Click Confirm.

Step 3 – Add entities to the connection

This is the final step in the process. By adding entities to the IR connection you’ve created you can e-file your returns and receive information on tax payments and correspondence from IR. 

1. In connections > Click the name of the IR connection you need to add your entities to.
2. Click ‘Add taxpayers’.
3. Click the checkbox next to the entity(s) that you want to add to the IR connection.
4. Click Confirm.

Optional: If you would like the IR transactions to be automatically populated in the Tax Payments section, turn on Import Data.

Do I need to set up more than one Inland Revenue connection?

For Tax agents: each agency list will require its own connection.

For non-tax agents: If you access your entities in myIR via separate logins then you’ll need to set up an IR connection for each entity in TaxLab.

For Tax Consolidated Group connections: Use the nominated member entity’s myIR details. This ensures alignment with the login used to access the consolidated group’s IR records.

To set up more Inland revenue connections, repeat steps 1-3 again.

Inland Revenue mail retrieval options

This feature allows you to retrieve letters from Inland Revenue and automatically create Correspondence tasks based on the selected option. Please note that additional pricing may apply. For further details, please contact us at 0800 00 1035. 

The available options are: 

No correspondence: Does not retrieve any letters from Inland Revenue.

All correspondence: Retrieves all taxpayer letters from Inland Revenue.

Correspondence sent to tax agent: Retrieves only taxpayer letters for tax types where Inland Revenue sends mail to the tax agent. 

Correspondence sent to taxpayer: Retrieves only taxpayer letters for tax types where Inland Revenue sends mail to the taxpayer.