Account access for agents and advisors
As a professional intermediary, such as an accountant, tax agent, or financial advisor, you can use MyACC for Business to link to your clients’ levy accounts.
On this page
Once you’re linked to a client’s account you can:
- access their invoices
- access their transaction history
- update their business and contact information
- set up direct debits over three, six or 10 months on behalf of your client(s).
Check you’re eligible to work with us
You can be eligible to work with us as either:
- an agent
- an advisor.
To work with us as an agent, you need to be a registered tax agent with Inland Revenue (IR). As an agent you must have a written authority to act on behalf of each customer you link. These should be stored with your business records – ACC may ask to view them at any time.
You can link to your clients’ ACC accounts yourself through MyACC for Business. You can then act on behalf of your client across all channels.
If you’re not a registered tax agent with IR, you can still work with us as an advisor. Advisors must send an ACC1766 to ACC for each customer they want to act on behalf of. We will then set up the link in MyACC for Business – allowing you access to your client’s account across all channels.
How to apply
Complete the online agent and advisor registration form to apply.
On the form you’ll need to:
- attach an up to date screenshot of your myIR/My GST tax agent profile to show you’re a tax agent with Inland Revenue. You can see an example on the form
- identify your organisation's administrator. They’ll set up the MyACC for Business profile and add other staff members as users.
When we get your application, we’ll aim to review it and get back to you within three working days. If we decline your application, we’ll let you know why.
If we accept your application
If we accept your application, we’ll invite you to access MyACC for Business. We'll email this to your organisation administrator with details on how to get access.
Accessing MyACC for Business
You’ll need to set up a RealMe, Google or Microsoft login, and provide a mobile number to confirm your details.
Using an unverified RealMe account
You don’t need to have a verified RealMe account to use MyACC for Business. With an unverified account, all you need to do is answer a few security questions then create a username and password.
This is just as secure as a verified account, but you don’t have to get your photo taken.
Giving staff account access
Once the organisation administrator logs in, they can add staff members, portfolios and clients. They can also give staff members different levels of access to portfolios and client information.
Linking to your client's account
You need to be linked to a client’s account through MyACC for Business before you can act on their behalf.
Linking as a tax agent
ACC allows Inland Revenue registered tax agents to link to client accounts through MyACC for Business without the need to complete ACC1766 Giving access to your levy information forms.
The process and requirements for registering with Inland Revenue to become a tax agent are available on the Inland Revenue website.
As a tax agent you're required to hold a written authority to act on behalf of each customer they link. ACC can revoke agent status in MyACC for Business, and the ability to self-link, at any time.
Linking as an advisor
To link to your client’s account, you’ll need to provide us with an ACC1766 as their signed written authority to act on their behalf.
Email the ACC1766 to us:
How long it takes to get access
Once you’ve sent us the authority to act, we’ll review it and get back to you if we need more details. If we have everything we need, we’ll link your MyACC for Business profile to your client’s account within three working days.
Managing your client's account once they're linked
Once your clients' accounts have been linked to your organisation, you can create new portfolios, add clients to portfolios and manage their ACC levy accounts.
2Shakes is another way of getting authority from your client to work with us. Using an electronic signature, you can authorise multiple government agencies at the same time.