You need authorisation from a client before you can work with ACC on their behalf. To enable ACC to comply with the Privacy Act 1993, an authorisation process has been developed and agreed to by the New Zealand Institute of Chartered Accountants (NZICA). If you are an NZICA member, ACC accepts this as a good indication that formal processes are in place for the safekeeping of your client’s personal information.
New Zealand Institute of Chartered Accountants (NZICA) members
When you contact ACC on your client’s behalf, you’ll need to provide your:
- full name
- Institute membership number
- company name
- client’s address
- company phone number.
If one of your employees (ie not an Institute member) is calling ACC on your client’s behalf then they will need to provide your Institute membership number.
If your name and/or the company is different to the historical information held by ACC, then you will be asked to reconfirm you have authority.
Taxation Institute of New Zealand (TINZ) members
For TINZ members, you must supply all your details (company name, address, phone number) on company letterhead and request to be added to the authorised agents list.
Other situations
In all other situations, ACC customers will be asked to verify the representative who is able to act on their behalf.
If the customer is not able to do this over the phone, they will be required to complete and return to ACC the ACC1766 Giving access to your ACC levy information (PDF 81K) before information can be released to their representative.
Last updated: 23 October 2009