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Integrations (ZIP)

Connecting IRD

Connect your firm to Inland Revenue so client tax data and notifications come into Zato.

The IRD integration securely connects the firm with Inland Revenue to bring in tax and compliance data. Once clients are linked to IRD, their IRD notifications appear in Tax Watch, and IRD documents such as the PAYE Return Summary, GST Return Summary and Income Tax Statement come into their jobs.

  1. Go to Firm Settings, then ZIP (Integration).

  2. On the IRD card under Tax Authority, select Connect, or use Assign to if someone else will connect it.

  3. Sign in with the firm’s Inland Revenue credentials and approve access for Zato.

    Note: Only Level 6 (Director) and Level 1 (Admin) users can set up integrations. Without the connection, IRD documents can be uploaded as PDFs exported from myIR.

Confirm first: IRD (myIR) and IRD Client Mapping appear under Firm Settings. Add a short section on each once their steps are confirmed.

How to access: Firm Settings, then ZIP (Integration), then Tax Authority.

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