Filing tax returns using Inland Revenue gateway services

Filing tax returns

When using gateway services, staff will need their own, individual myIR login to file a return using gateway services.

Staff can only file a return if their myIR login has authority to do so as per the agency setup in myIR. See Filing tax returns using gateway services below.

Unlinked clients

If a client isn't already linked to an agency, an agency would be automatically linked when their tax return was filed using e-file.

With gateway services, an agency must be authorised to file for that client first, before their return an be filed. This can be done in myIR.

Correspondence

With E-file, you could send correspondence to Inland Revenue by attaching it to a client's tax return or filing it directly.

Gateway services doesn't allow correspondence, but if correspondence is required for any reason, you can send it using myIR secure mail.

Refund transfers

E-file limited transfers to own, or other INC accounts only.

Gateway services allows up to 20 transfers to any tax type.

Front cover

Client and bank account details are no longer sent to Inland Revenue when a return is filed using gateway services. However, any changes to these details can still be made via myIR.

IRD summary

Inland Revenue don't provide C-series reports for tax returns filed using gateway services, so there's no specific declaration that must be used for IRD summaries.

For tax returns prepared in MYOB Practice Tax, we print a declaration and signature section on the Tax statement. This declaration uses the same wording as if the tax return was filed through myIR.

Checksum

E-file used a checksum which was checked by Inland Revenue on receiving the return as a way of validating what was sent. Gateway services doesn't use a checksum.

Gateway services validates on specific fields and return criteria and if your return doesn't comply, it will be rejected by IR and you'll see an error message advising what criteria hasn't been met.