Get Ir796

The IR796 form is utilized for requesting minor adjustments to a client’s tax account. This guide will walk you through the process of filling out the form online, ensuring a smooth and efficient experience.

Follow the steps to successfully complete the IR796 form.

1. Select the ‘Get Form’ button to access the IR796 and open it for editing.
2. Fill in the tax agent’s details, including the tax agent or agency's name, the contact person, and their contact numbers, including daytime and fax numbers.
3. Provide the email address for communication regarding the adjustment request.
4. Input the client’s details, including their name and IRD number, ensuring that the IRD number consists of 8 digits, starting in the second box.
5. Indicate the tax type and the relevant year or period for the request, followed by the date of the notice or statement.
6. Select the appropriate adjustment type by ticking the corresponding circle and provide full details of the adjustment or request in the specified area.
7. If requesting a refund, provide the client's bank account number and account name.
8. For any transfers, fill in the details of the transfer including previous and new IRD numbers, tax types, amounts, and transfer dates, as needed.
9. Sign and date the declaration, confirming that you have the client's written authority for the tax activities shown.
10. After you have completed the form, save your changes, and choose to download, print, or share the filled-out form as needed.

Complete your IR796 form online today to ensure your client's tax adjustment is processed smoothly.