Roles and the route to choose
This 128-page guide is for local UEN entities handling corporate tax. A registered officer nominates and approves the administrator; there are at most two administrators per entity and no user-number limit in the guide. An officer need not hold a Corppass account unless acting as administrator. If the administrator alone handles services, all-service access can avoid the staff-creation and individual-assignment steps. Staff access needs user creation, activation and assignments; agent access needs company service selection and third-party authorisation, without creating ordinary company staff accounts for the agent.
Register the administrator
Prepare the UEN, officer’s last five identity characters and email, or an endorsed authorisation letter and identity document. If the officer is unavailable, a key executive may sign with their identity document. Authenticate with Singpass, enter the entity and contact details, choose officer online approval or upload the endorsed letter, and decide whether the administrator receives all current/future digital-service access. Review and submit. The source says letter approval takes at least five working days; an officer registering as administrator activates immediately, while other online applicants await officer approval.
Create staff accounts
Collect staff identity numbers and email addresses. Individual creation is immediate in this guide; Excel batch creation takes one working day and requires checking upload history. For foreigners without NRIC/FIN choose foreign ID and its issuing country. Choose ordinary user, enquiry user or sub-administrator: enquiry users can view others’ details but cannot assign permissions or manage accounts; sub-administrators can manage users. All-service access is selected by default and must be removed if inappropriate. Review added users and submit; an activation email is sent.
Activate and link foreign identities
Activate using the emailed reference, or entity UEN and personal identity, then enter the displayed verification code. NRIC/FIN users authenticate with Singpass. Foreign-ID users without those identifiers verify via emailed OTP and may separately need Singpass Foreign account activation. Existing IRAS foreign tax-reference holders must keep their name and passport/ID aligned with IRAS; those without a reference are directed to IRAS registration. User creation, activation and IRAS identity matching are separate steps.
Select company services and assessment-year bounds
Select the relevant IRAS services for the company before assigning them to staff or agents. Corporate-tax service parameters can include assessment-year ranges. Those ranges are optional; if omitted, no year-selection fields appear in the assignment steps. Leaving the ending year empty permits indefinite authorisation in the illustrated system. Submit the service selection, then separately assign access; service selection alone is not staff authorisation.
Direct staff assignment
Select users and previously selected services, assign the correct preparer or approver role, choose an available assessment-year range where configured and enter effective dates. The end date is optional. Users needing different services must be assigned separately. Review and submit, then check the success confirmation. Role and assessment-year bounds determine what the user can actually do after login.
Batch staff assignment and errors
Download the Excel assignment template, follow its worksheet instructions and add one row per assignment. Select IRAS and a service already chosen for the company, enter UEN, staff identity and name, role and effective dates; follow the guide’s blank-field instruction where indicated. Upload a file no larger than 10 MB, verify record count and submit. Processing takes one working day. Upload history distinguishes processing, completed and errors: download failed rows, correct them and resubmit those assignments. Successful upload is not proof every assignment processed.
Authorise the tax-agent firm
Prepare the agent’s UEN/name and service scope. Find it through third-party authorisation by identifier or full/partial name. Only selected services permitting third-party access appear. For corporate tax, the guide instructs granting both preparer and approver roles, repeating the process for each. Set year restrictions where configured and effective dates, review and submit. The optional end date and year bounds should match the intended engagement.
Manage users and their rights
User management displays profiles, assigned services and history. Change status and its effective date when suspending or terminating; this edition describes dormancy suspension after 15 months and termination after 51 months without activity. Update email/mobile or change among ordinary, enquiry and sub-admin types, but not directly to administrator. Remove, edit or add assigned services and uncheck all-service access when narrowing rights. Active, inactive, suspended and terminated are different states.
Manage agents, entity services and assistance
Third-party management displays agent profile, authorised services, history and users. Remove an agent entirely or edit/remove individual services; add a new firm through the authorisation process. Company service management separately edits parameters where available, removes services or selects new ones. The guide gives Corppass support at +65 6335 3530 and [email protected], and IRAS myTax Mail/1800 356 8622 for company-tax matters. Its illustrated 2021-era screens and dormancy periods are document-version instructions; current service prompts should be checked where different.
Official source
This article independently explains the substantive contents of the official PDF, including the relevant conditions, procedures and annexes. The linked document remains the authoritative source for its original wording, and later changes should be checked separately.
Read the official PDF ↗