Sending IRD Letters as PDFs
Clients can download and email IRD letters (e.g. Notice of Assessment) directly from their MyIR mobile app. Here’s how to do it:
Step 1: Log in and Find Your Letters
Open the MyIR app and log in.
Tap on your name in blue to open your profile.
Below your name and IRD number, tap "I want to...".
Scroll down and select "View Letters" (in blue).
You'll now see a list of IRD letters such as:
Notice of Assessment
Child Support Notice of Entitlement
Select the most recent letters only (avoid old letters like from 2021).
Repeat the process for each letter you want to send (one at a time).
Step 2: Download the Letter
Tap on the letter you want to send.
Tap "Download".
A screen may appear allowing you to rename the file – this is optional.
Tap "Download" again.
A pop-up will appear that says "Open File" – tap it quickly, as it will disappear after a few seconds.
If it disappears too quickly:
Simply reselect the letter and repeat steps 2–4.
Or go into your email app later, use the paperclip (📎) attach icon, and find the file in your Downloads folder.
Step 3: Email the Letter to Your Adviser
Once the PDF opens, tap the three dots in the top-right corner.
Tap "Send file...".
Choose your email app.
A new email will open with the PDF attached.
Enter your adviser's email address and send.
Tips:
Make sure you're selecting PDF letters that are current and relevant.
Attach each file one at a time – IRD requires separate downloads.
If you're unsure where the file went, check your phone's Downloads folder.