Completing the Maintain Agency Details information
You can define an Agency for each Agency List associated with your practice.
Agencies are set up and maintained by your systems administrator using the Maintenance - Agency Details page.
- Select Maintenance Map from the Maintenance menu. The Maintenance Map opens.
- Click Tax on the Tasks bar.
- Click Maintain Agencies. The Maintenance - Agency Details page opens.
- Enter an Agency name. This is a mandatory field and must be unique within your practice. The agency name is limited to a maximum of 40 characters.
Complete the rest of the details as required:
Field Description Agency name The unique name (a maximum of 40 alphanumeric characters) that identifies the agency. This is a mandatory field. Agency IRD number The agency’s IRD number. Enter this as a numeric string without the -’s. MYOB AE/AO will validate the IRD number. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it. E-file IRD number The IRD number of the firm/tax agent who has registered with the IRD’s E-File scheme. Enter this as a numeric string without the -’s. MYOB AE/AO will validate the IRD number. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it. E-file location The location number provided by the IRD when you registered for E-File services. You can leave this field blank when setting up your agency, but you will not be able to e-file without entering it. Client list number The client list ID in myIR. See To find your agency IRD number and client list ID in myIR below.
If you have an agency with multiple client lists, you'll need to add the agency again, for each client list.
Online services login The login used for E-File. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it. Online services password The password used for E-File. You can leave this field blank when setting up your agency, but you will not be able to e-file using this agency without entering it. Practice default? This is a read only field containing Yes if this is the default agency for the practice, or No. Inactive? Select Yes to mark this agency as inactive. By default this is set to No, indicating an active agency. Use practice address & contact details By default this checkbox is selected, which tells MYOB AE/AO to use the address and contact details defined for the practice. The default practice address is set up using Maintenance > Maintenance Map > Internal > Companies. Address fields and email address Enter the address details and email address for the agency if you do not want to use the default practice address. Clear the Use practice address & contact details checkbox to activate these fields. Click OK to save the changes and close the window. The new Agency will appear on the list of Agencies.
- Log in to myIR.
Select Tax preparer and click Manage agency.
Copy your agency number, located under the Individual or Non-Individual heading, and enter it into the E-File IRD number in the AE/AO Agency details page.
To find your Client list ID, click By list.
Copy the Client list ID number in the Client list ID column, into the Client list number field.
Link your Tax Client’s to their relevant Agency on the Client page > Tax tab.