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Set up the connection to myIR in iPayroll

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Note: This article is for clients who manage their own tax and need to complete the initial setup for payday filing.

You don't need to worry about any of this setup if iPayroll is your PAYE Intermediary.

Introduction

iPayroll will send your payday files directly to the Inland Revenue, using the Inland Revenue's gateway services, each time a payrun is closed using your myIR credentials you have entered into iPayroll.

In order to payday file, there are settings that need to be made in iPayroll, and possibly myIR.

  1. In myIR, the myIR user must have the correct permissions
  2. In iPayroll:

Assign permissions in myIR

In order for Inland Revenue to accept your payday files, the person whose myIR login is used to connect in iPayroll must have payday filing permissions set in myIR.

If the myIR Owner is the person whose credentials are used to connect in iPayroll, no further change is required in myIR, as the myIR Owner already has payday filing permissions set.

If, however, the person whose credentials are used to connect in iPayroll is not the myIR Owner, the myIR Owner must give permission to that user in myIR.

Inland Revenue (IR) instructions for granting access

Inland Revenue have instructions for a myIR owner to grant access to other myIR users:
Give my employee access to payroll information in myIR.

Grant EMP access to your employee. The tax type required is Payroll Returns and should end in the letters EMP.

Other Inland Revenue articles that may be of use:

Connect to myIR from iPayroll

Once the myIR user has the correct payday filing permissions, they can then create a connection between iPayroll and myIR.

Note: The user who can perform this action must be a Paymaster who has access to all employees.

  1. In iPayroll, go to Tax > Tax Options.
    You will see the connection status at the top of the page.
  2. Click Connect.
    The myIR login page is displayed.
  3. Enter the myIR login details of the person who has payday filing permissions.
    Note: This can either be the myIR Owner's credentials, or another myIR user who has been given payday filing permissions by the myIR Owner.
  4. Click Login.
    Your new connection should now be established.

Note: The connection will display which iPayroll user entered myIR user details to connect to the Inland Revenue. As we do not store the myIR credentials entered into myIR, we are unable to advise which myIR user details were entered.

Important: This task should only need to be completed once. However, it is possible that either the connection could be broken, or someone could disconnect from the service. If this happens, a Warning message will display in two areas of the application:

  1. In Payroll > Confirm, when confirming the payroll, and
  2. In Tax > Payday Filing History.

Nominate a tax contact

iPayroll requires you to nominate a tax contact. This is the person the Inland Revenue will contact if they need to query any of your payday files.

The tax contact details are included in each Employee Information (EI) payday file.

Note: The user who can perform this action must be a Paymaster who has access to all employees.

  1. In iPayroll, go to Setup > Organisation.
  2. Scroll to the Emails and Contact Details section.
  3. If the person you want to nominate as the tax contact:
    • is already in the list of contacts, select the Tax Contact checkbox for that person, or
    • is not currently in the list of contacts, select the +Add button, and add the contact details, including selecting the Tax Contact checkbox for that person.
  4. Select Save.
  5. Go to Tax > Tax Options and scroll to the Tax Contact section.
  6. Enter or update the email address for the tax contact.
  7. Select Save.

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