User Guide for Tax Agent Update Corporate Profile/ Contact ... · User Guide (Tax Agent): Update...

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1 User Guide for Tax Agent Update Corporate Profile/ Contact Details

Transcript of User Guide for Tax Agent Update Corporate Profile/ Contact ... · User Guide (Tax Agent): Update...

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User Guide for Tax Agent

Update Corporate Profile/ Contact Details

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Step Action/ Note

Logging in to myTax Portal – Go to

https://mytax.iras.gov.sg

1 Select Client Tax Matters.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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Step Action/ Note

Log in with CorpPass

1 Enter the following:

- Tax Agent Firm’s UEN/ Entity ID

- Your CorpPass ID

- Password

2 Click on Login.

3 Complete the 2-Step Verification

(2FA) with either SMS OTP or Token

OTP.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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Step Action/ Note

2FA Verification

1 Arrive at 2FA verification page. You

can choose between two verification

methods.

2 Option A: via SMS

Option B: via OneKey Token

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Step Action/ Note

Option A- SMS

1 If you have set up 2FA using your

registered mobile number, enter the

6-digit Mobile OTP which will be sent

to your registered mobile number.

2 Click on Submit.

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Step Action/ Note

Option B- OneKey Token

(continue to next page)

1 Alternatively, you may log in via

Option B if you have a OneKey token

by clicking on the ‘Via OneKey

Token’ tab.

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Step Action/ Note

Option B- OneKey Token

(continue to next page)

1 Generate an OTP using your OneKey

token.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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Step Action/ Note

Option B- OneKey Token

1 Enter the 8-digit OTP generated on

your OneKey token.

2 Click on Submit.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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Step Action/ Note

Login Options

1 Select the relevant radio button:

- Assigned Client e-Servicesi.e. Client e-Services that are assigned to

you.

OR

- Client e-Service Groupi.e. Groups of client e-Services that you have

access to.

If this option is chosen, select the relevant

group from the dropdown list.

2 Click on Continue.

IRAS will perform authentication of the

client(s) based on the option selected.

Notes:

- For assignment of e-Services, please

refer to the user guides at

www.iras.gov.sg > e-Services >

CorpPass > For Tax Agent/ Third Party

> Manage and assign client digital

services.

- To check your access, log in to

www.corppass.gov.sg and go to My

Account > View My Profile. 9

Client e-Service Group:

a. This login page is applicable only if you are authorised as part

of Client e-Service Group(s).

b. You will be able to perform e-Services for clients within the

selected Client e-Service Group in the same login session.

c. To perform e-Services for clients in other groups, please log

out and log in again to select a different group.

User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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Step Action/ Note

Main Menu

1 Select the e-Service from the menu:

Account >

Update Corporate Profile/

Contact Details

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

Step Action/ Note

1 Enter Client Tax Ref No.

2 Click on Next.

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Note

You can view your client’s

particulars/ contact details on this

page.

Refer to page 13 for steps to update

financial year end.

Refer to page 14 for steps to update

functional currency.

Refer to pages 15 and 16 for steps

to view/ edit company address.

Refer to page 17 for steps to update

contact information.

You can inform us via myTax Mail if

any of the information displayed is

incorrect.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

201312345ATEST_ABC CO. LTD.

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Step Action/ Note

Update Financial Year End

1 Enter Financial Year End.

2 Click on Save. A pop-up message will prompt

you to confirm the entry.

3 Click on Yes to save.

Note:

Only persons authorised as ‘Approver’ can

make changes to Financial Year End.

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Step Action/ Note

Update Functional Currency

1 If the company’s financial statements are

prepared in a non-S$ functional currency,

select the functional currency used to present

its financial statements.

If the functional currency used is not in the

selection list, choose “Currencies other than

S$”.

2 Click on Save. A pop-up message will prompt

you to confirm the entry.

3 Click on Yes to save.

Note:

Only persons authorised as ‘Approver’ can

make changes to Functional Currency.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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Step Action/ Note

Update Local Address

1 Click on Edit Company Address.

2 Select Singapore, enter Postal Code and click

on Retrieve.

3 Select Blk/ House No., enter Unit No., if any,

and effective date of the new address.

4 Click on Save. A pop-up message will prompt

you to confirm the entry.

5 Click on Yes to save.

Note:

1. Only persons authorised as ‘Approver’ can

update the address for a company not

registered with the Accounting & Corporate

Regulatory Authority (ACRA). Changes

made to the address will generally be

processed and updated within 3 working

days.

2. For companies registered with ACRA, any

changes in address should be updated

with ACRA and the updates will be

transmitted to IRAS periodically.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

Step Action/ Note

Update Foreign Address

1 Click on Edit Company Address.

2 Select country, enter address and effective

date of the new address.

3 Click on Save. A pop-up message will prompt

you to confirm the entry.

4 Click on Yes to save.

Note:

1. Only persons authorised as ‘Approver’ can

update the address for a company not

registered with the Accounting & Corporate

Regulatory Authority (ACRA). Changes

made to the address will generally be

processed and updated within 3 working

days.

2. For companies registered with ACRA, any

changes in address should be updated

with ACRA and the updates will be

transmitted to IRAS periodically.

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Step Action/ Note

Update Contact Information

1 Enter contact details.

2 Click on Save. A pop-up message

will prompt you to confirm the entry.

3 Click on Yes to save.

Note:

Only persons authorised as

‘Approver’ can make changes to

contact details.

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Step Action/ Note

An acknowledgement will be

displayed upon successful

submission.

1 Click on Print to print or save a copy

of the Acknowledgement.

2 Select Overview from the menu to

return to home page.

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User Guide (Tax Agent): Update Corporate Profile/ Contact Details

201312345ATEST_ABC CO. LTD.

TEST_XYZ CO. LTD.TEST_JOHN LEE

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Contact Information

For enquiries on this user guide, please call 1800 356 8622 or email at myTax Mail.

Published by

Inland Revenue Authority of Singapore

Published on 1 Sep 2018

The information provided is intended for better general understanding and is not intended to comprehensively address all possible issues that may

arise. The contents are correct as at 01/09/2018 and are provided on an “as is” basis without warranties of any kind. IRAS shall not be liable for any

damages, expenses, costs or loss of any kind however caused as a result of, or in connection with your use of this user guide.

While every effort has been made to ensure that the above information is consistent with existing policies and practice, should there be any changes,

IRAS reserves the right to vary its position accordingly.

© Inland Revenue Authority of Singapore