Once you have activated your Plugin account, you will be asked to;
- Add your IRD Authorities
- Add your IRD Client List/s
- Link to the IRD via MyIR to verify the connection
IRD Authorities
If the practice has a number of IRD Client Lists with different IRD authorities, they are added here by clicking on ➕ Add Authority
- Each Authority will be redirected to the IRD to approve the connection then sent back to the App
- Add the IRD Client List you want to link;
- We will match the Authority to the Client List and notify the App user when done
- If a Client List doesn't match a login, an error will be shown until a matching login is added
How do I find my IRD Client List?
- Log into XPM
- Go to Business → Settings → Client Settings → Tax Agent
- Click on the practice name (in blue)
- Scroll down to Agent connection information;
What if I enter an IRD Client List incorrectly?
You will be able to remove an incorrectly added client by clicking the ‘remove’ tab;
Please note that you can only 'Remove' before you connect to the IRD. Once connection has been established, please contact us on support@pluginaccountant.com to disconnect.
How long until the letters arrive on the App/IRD linking is complete?
This takes on average 30 minutes per 1000 clients. A completed notification pop-up will show on the screen and the App user will be notified via an email from mailpa@pluginaccountant.com.
What happens if I leave or close the page during linking?
The IRD connection will continue as normal - on reopening the page, you will be able to see if the connection is still in progress or has been completed.
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