Retrieve clients from Inland Revenue

Overview

Inland Revenue Tax agency integrations can be used to automatically create new entities in TaxLab on an overnight schedule from client lists in myIR.  

The IR integration is enabled for the INC tax type, if there are clients where the tax agency is not linked for INC, they will need to be manually added in TaxLab.

Once this service is enabled the Tax agency integration will import the following information for each client to create an entity:

• IRD number
• Name
• Entity type
• Balance date
• Extension of time status
• GST Filing frequency

Enable retrieve client lists

Only Administrator users and the user who set up the integration are able to enable this service.

1. From your TaxLab home screen, in the navigation bar > Select Administration > Under System, select Integrations. 
2. Select the three vertical dots to the right of the Inland Revenue integration.
3. In the Edit integration window > Select Services.
4. Select the check box next to Client list.
5. Select Save.

Troubleshooting

I don't have the option to enable Client list

Please check the following:

• Only Inland Revenue Tax agency integrations are able to import clients to TaxLab. 
• Only Administrator users, or the user who set up the integration, are able to enable this service.

My client hasn't imported over night

Please check the following:

• This service is only able to import clients where the tax agency has access to the client's Income tax account. Please navigate to the tax agency client list in myIR and check to ensure the tax agency is linked to the client's income tax account.
• Does the IRD number already exist in your TaxLab workspace, including archived entities? You can use the entity search bar on your TaxLab home page to check this.