New IR correspondence titles
Starting in March 2025, Inland Revenue will update the titles of tax letters, notices, statements, and other official communications—PDF documents sent to tax agents or taxpayers via myIR (IR correspondence).
These updates aim to improve clarity and categorisation, making it easier for tax agents and taxpayers to manage IR correspondence.
Who’s impacted
Two main groups will be affected:
- Those who manually download and process IR correspondence.
- Those who use self-built automations to retrieve IR correspondence via myIR.
For the second group, adjustments to automations may be necessary (read Inland Revenue’s official update). However, tax agents using TaxLab’s Tax Inbox+ feature will transition seamlessly.
What’s changing?
Inland Revenue is adopting a more structured approach to IR correspondence titles, helping users quickly understand the nature of each notice. This change reduces ambiguity and improves task prioritisation.
An updated reference list of IR correspondence codes is available to help tax agents categorise different types of notices.
Why it matters
For tax agents relying on manual tracking, these changes highlight opportunities to improve efficiency.
For those using self-built automations, systems must be reviewed and updated whenever Inland Revenue makes changes—this is unlikely to be the last update—to prevent delays or missed compliance obligations.
With more IR correspondence being issued, tax agents should assess whether manual processing remains viable. While structured updates improve efficiency, maintaining self-built automations remains an ongoing effort to reduce administrative burdens and ensure critical IR correspondence is not overlooked.
How Tax Inbox+ helps
TaxLab’s Tax Inbox+ integrates with myIR, automatically retrieving and categorising IR correspondence by type, client, and urgency. IR correspondence is assigned to the client service team for action, with deadlines tracked. As Inland Revenue updates notification formats, TaxLab users continue receiving structured, prioritised, and assigned IR correspondence—without disruption.
Key benefits of Tax Inbox+
New to Tax Inbox+? Here’s what it offers:
- Automated downloads: Secure retrieval of IR correspondence PDFs.
- Smart assignment & tracking: Categorisation and assignment to the right teams or individuals.
- Deadline management: Task tracking ensures compliance deadlines are met.
- Centralised risk management: Secure storage of all IR correspondence in one place.
- Secure & compliant: Uses official Inland Revenue APIs with ISO 27001-certified security, eliminating manual downloads or screen scraping.
The future of tax compliance
Clearer IR correspondence titles reflect a broader shift in tax administration—enhancing digital interactions and simplifying compliance. However, true efficiency lies in streamlining the entire tax compliance process.
By leveraging automation, tax agents can reduce administrative overhead, focus on higher-value advisory work, and ensure compliance without manual intervention. With TaxLab, tax agents are not just adapting to Inland Revenue’s updates—they are future-proofing their tax management practices.
Stay prepared
As Inland Revenue continues refining its digital systems, tax agents should evaluate their workflows. Whether handling tax notices, managing deadlines, or ensuring compliance, automation is becoming essential for staying ahead.
To learn more about how TaxLab’s IR correspondence automation can help your firm, visit our website or book a demo today.