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:
   • a connection must be established with the Inland Revenue using a myIR login
   • a tax contact must be nominated

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 access to your payroll account 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:

• myIR Secure Online Services
• Create web logon access for a myIR account
• Give access to your payroll account in myIR
• Get access to an account as a nominated person
• Let someone act on your behalf

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.
   The Consent required page displays.
   
5. Select Authorise.
   

   Note: iPayroll only requires access in order to send your Payday Files to the IR when you are connected, and to obtain updated statuses on the Payday Files. The status updates of your Payday Files display in Tax > Payday Filing History. It is your responsibility to check Tax > Payday Filing History to verify the payday files have been received successfully by IR. If the payday files have not been received successfully by IR, you will need to transmit the payday files yourself.

   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.

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.