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:
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.
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.
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.
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.