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Completing the Maintain Agency Details information

The following information can be entered on the Maintain Agency Details window.

Agency
  • agency. This is a mandatory field.

  • Agency IRD number — The

Agency’s
  • agency’s IRD number. Enter this as a numeric string without the -’s. MYOB AE/AO will validate the IRD number. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it.

  • E-file IRD number — The IRD number of the firm/tax agent who has registered with the IRD’s E-File scheme. Enter this as a numeric string without the -’s. MYOB AE/AO will validate the IRD number. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it.

  • E-file location — The location number provided by the IRD when you registered for E-File services. You can leave this field blank when setting up your agency, but you will not be able to e-file without entering it.

  • Online services login — The login used for E-File. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it.

  • Online services password — The password used for E-File. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it.

  • Practice default? — This is a read only field containing Yes if this is the default agency for the practice, or No.

  • Inactive? — Select Yes to mark this

Agency
  • agency as

Inactive
  • inactive. By default this is set to No, indicating an active

Agency
  • agency.

  • Use practice address & contact details — By default this checkbox is

ticked
  • selected, which tells MYOB AE/AO to use the address and contact details defined for the practice. The default practice address is set up using Maintenance > Maintenance Map > Internal > Companies.

  • Address fields and email address — Enter the address details and email address for the agency if you do not want to use the default practice address. Clear the Use practice address & contact details checkbox to activate these fields.

Click:

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titleTo close the window with and without saving your information
  • OK to save your information and close the window

  • Cancel to close the window without saving.

Related topics

Working with Agencies

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Working with Agencies