Completing the Maintain Agency Details information

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

• Agency name — The unique name (a maximum of 40 alphanumeric characters) that identifies the Agency. This is a mandatory field.

• Agency IRD number — The 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 as Inactive. By default this is set to No, indicating an active Agency.

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

• OK to save your information and close the window

• Cancel to close the window without saving.

Related topics

Working with Agencies