PS Help: Tax Manager NZ
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The following information can be entered on the Maintain Agency Details window.

FieldDescription
Agency nameThe unique name (a maximum of 40 alphanumeric characters) that identifies the agency. This is a mandatory field.
Agency IRD numberThe 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 numberThe 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 locationThe 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 loginThe 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 passwordThe 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 detailsBy default this checkbox is 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 addressEnter 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.
To 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

practiceSolutionsHelp
Accountants and Partners
Tax Manager
AE Tax Manager (NZ)
New Zealand

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  Overview

  Working with Tax Manager

  Managing Tax Notices using the Tax Notice page

  Other topics

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.