Institute of Certified NZ Bookkeepers

Inland Revenue are excited to be exhibiting at Bookkeepcon21 for another year!

They received great feedback from those who registered as an "IR Registered Bookkeeper" at conference last year, so they’ve decided to make it an option again this year.

The opportunity for #Bookkeepcon21 delegates to register in person with IR representatives is invaluable and those who took advantage of the offer last year reported the simplicity of the process was appreciated.

If you are attending conference this year, below is the guide on what you need to pre-prepare to register in person at the event.  This information is also available in a downloadable flyer.

For those who do not currently have an authority to act template, ICNZB offers a free download of templates which follow the IR guidelines.  You can access these templates here >

Important: Please ensure that you have the below documentation available digitally e.g. on a USB, in your dropbox account, or available via email (we will have computers available so you can sign in to get this documentation, to be uploaded for registration).

Download flyer >


If you are applying for yourself as an individual to become a bookkeeper:

  • A completed and signed IR768 scanned and available digitally
  • The full names and IRD numbers of 10 of your clients
  • The authority to act template you use to register your clients (see our authority to act guidelines) available digitally

Note: If you do not have an active myIR account, please register and ensure you have access before the conference as this is where you apply to be a bookkeeper with IR.

If you are applying for a non-individual entity to become a bookkeeper (e.g. your bookkeeping business):

  • The names and positions of all key office holders as well as signed and completed IR768 for each key office holder and the entity itself available digitally
  • The full names and IRD numbers of 10 of your clients
  • The authority to act template you use to register your clients (see our authority to act guidelines) available digitally

Note: If you or your business do not have an active myIR account, please register and ensure you have access prior to the conference as this is where you apply. The person registering to be a bookkeeper needs to be the owner of the myIR account.

An IR representative will help you with the registration process and be available to answer your questions. They will assign your registration request to your local IR office who will review it and be in touch within 15 working days.

Additional notes for your ease of reference:

Key office holders are:

  • Closely held company – all shareholders
  • Partnership – all partners
  • Unincorporated body – each member of the body
  • Body Corporate – tax manager(s), chief executive officer, chief financial officer, and directors.

Myth busting

  • If I have debt/have had debt in the past will I be declined? If we can see that you have worked to resolve this e.g. an instalment arrangement, this shouldn’t impact your registration.
  • Will I be subject to AML if I register as a bookkeeper? AML requirements are based on the transactions themselves and not whether you are registered as an intermediary so this will not make a difference to AML requirements.

 

Find out more about #Bookkeepcon21 >

  • 23 May 2021
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