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 a tax agent 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 provide written permission to link to a new client's account.

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

    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 or your own client agreement.

    ACC1766 Giving access to your levy information

    If you’re using your own client agreement it needs to include this disclaimer:

    Accident Compensation Corporation

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

    This authorisation allows <Insert organisation name> 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 account.

    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: 8 May 2018