ACC Business Customers - check if you’re due a business levy refund

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.

    Check you’re eligible to work with us

    You can be eligible to work with us as either:

    • an agent
    • an advisor.

    Agents

    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.

    Find out how to become a tax agent with IR

    Advisors

    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.

    ACC1766 Giving access to your levy information

    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.

    Register as an agent or advisor

    When we get your application, we’ll 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 account if you don’t have one, 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.

    You can also watch videos on how to:

    Update a user's account access or details
    Delete a user's account access
    Cancel an invitation sent to access the account

    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

    You can link to a client’s account through MyACC for Business if you’re:

    • the organisation administrator, or
    • a user with portfolio manager’s access.

    And

    • you hold a written authority to act on behalf for each client you link.

    To link to your client’s account, you need their ACC or IRD number.

    Linking as an advisor

    To link to your client’s account, you’ll need to provide us with their signed written authority to act on their behalf. This can be a completed ACC1766 form. If an ACC1766 is not available, then a written authority to act must be supplied.

    ACC1766 Giving access to your levy information

    Written authority to act for tax agents and advisors

    If you’re not using an ACC1766 form, your client’s authority to act must contain the following:

    • the tax agent or advisor’s organisation name. 
    • the client's full name, ACC number, signature, and date.
    • the words “query and change information on my/our ACC levy account(s) through ACC staff, and through MyACC for Business”
    • the words “other delegated members of the organisation will also be able to query and change information on my/our ACC levy account(s).”

    If you are an advisor, you must also supply your advisor organisation ACC number alongside any client authorities you submit to ACC for processing. This ensures that we set up your linking correctly.

    Example of a client agreement:

    Accident Compensation Corporation

    I/We authorise <Insert organisation name and ACC number> to act as my/our agent for ACC levy purposes and for all associated entities.

    This authorisation allows <Insert organisation name and ACC number> to query and change information on my/our ACC levy account(s) through ACC staff, and through MyACC for Business.

    This authority will also allow the organisations’ main representative discretion to delegate access to my/our ACC information to other members of the organisation.

    Other delegated members of the organisation will also be able to query and change information on my/our ACC levy account(s).

    Email the authority to act to us:

    Email business@acc.co.nz

    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 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.

    You can also watch videos on how to:

    Access and download your client's invoice
    Update your client's classification unit (CU)
    Print and view your client's transactions
    Unlink or remove access to a client's account

    2Shakes

    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.

    Work on behalf of your clients with 2Shakes

    Last published: 30 October 2018