Tax agent workflow tool

Client Tax Deadline Tracker

管理客户 GST、PAYE、income tax、provisional tax、withholding tax 的 due queue。默认日期只作提醒，Tax Agent EOT、myIR letter、非标准 balance date 或 negotiated date 请用 Manual due date 覆盖。

Download Excel template

Important: This is a workflow tracker, not an IRD filing system. Always confirm due dates in myIR, IRD correspondence and the client's actual account settings. If a due date falls on a weekend or public holiday, IRD payment timing rules may move the practical deadline.

Total clients0

Open items0

Due next 7 days0

Overdue0

Add client obligation

输入客户和税种，自动生成基础 due date。

Client name IRD number Contact person Phone Email Entity type Tax type Frequency Period end / payday Instalment PAYE employer size Tax Agent EOT Manual due date Status Notes

Tax type Status Client search

Client	IRD	Tax type	Period	Auto due	Manual due	Final due	Days	Priority	Status	Contact	Actions

Built-in default rules

GST: period end 后下月 28 日，31 March 期为 7 May，30 November 期为 15 January。PAYE deductions: 小中雇主通常下月 20 日；大雇主 1-15 日同月 20 日、16-end 下月 5 日，12 月下半月 15 January。Payday filing: 电子申报通常 payday 后 2 个工作日。Income tax / EOT 和 provisional tax 需要按 myIR 和客户情况确认。

Sources: IRD GST IRD PAYE deductions IRD payday filing IRD provisional tax IRD EOT