FAQs about Account Registration and Management under TRP

The Tax Representative Portal (TRP) is an electronic platform provided by the Inland Revenue Department (IRD) to assist the Service Agent to fulfill their clients' tax-related obligations under applicable laws, comprising the Inland Revenue Ordinance (Cap. 112), Stamp Duty Ordinance (Cap. 117), Tax Reserve Certificates Ordinance (Cap. 289), and Business Registration Ordinance (Cap. 310) (as applicable).

The TRP is part of the eTAX System, which is the electronic platform provided by the IRD that integrates online services for both individual and business taxpayers.  The eTAX System allows users to access and manage their clients' tax-related matters electronically through the Government's GovHK system.

You have to register for a TRP Business Account.  Before registering for a TRP Business Account, the Service Agent (including Tax Representative / Service Provider / Company Secretary) must have a registered Business Tax Portal (BTP) Business Account with BTP Administrator(s) appointed.  With a TRP Business Account, a Service Agent can view his/her client's tax information and access online services available through TRP anytime and anywhere.  It's easy, convenient and environmental friendly.

Only the appointed BTP Administrator of the Service Agent can register for the TRP Business Account.  After the TRP Business Account is opened, BTP Administrator(s) / BTP Authorized User(s) being appointed to manage TRP Team can set up TRP Team(s), appoint Team Lead(s), define the Team's scope of services, manage Team Members and Clients served.

No.  A Service Agent can register only one account with the TRP.  Each Business Registration Number can link up with one TRP Business Account only.

You can refer to the e-Demos and User Guides about "TRP Business Account Registration" on the Learning Resources Centre Page.

With a TRP User Account, you can view the client's tax information and access the online services available under TRP.

You need to first register for your own dedicated TRP User Account first and add the Service Agent you represented to the serving business list kept under your account profile, then has the Service Agent appointed you as its TRP Team Lead or TRP Team Member.  Access to the TRP Services shall not take effect until the TRP User Account registration is complete and you are appointed as a TRP Team Lead or TRP Team Member for the Service Agent.

TRP User Account is also the BTP User Account.  If the individual has already been a BTP User Account holder, he/she can directly log in TRP by BTP authentication means and need NOT do the registration.

Before registering for your BTP/TRP User Account, you must possess an Individual Tax Portal (ITP) Account.  Please note that the Username and Password of your BTP User Account must be different from those of your ITP Account which handles your own individual tax affairs.  For more details on opening an ITP Account, please visit the GovHK website at www.gov.hk/en/residents/taxes/etax/index.htm.

You can refer to the e-Demos and User Guides about "BTP/TRP User Account Registration" on the Learning Resources Centre Page.

No, each person can register only ONE BTP/TRP User Account.

Your TRP Username will be used to identify you by the Service Agent, who appointed you as a TRP Team Leader or TRP Team Member.  The TRP Username you choose cannot be changed afterward, therefore please select your TRP Username carefully.

BTP Administrator(s) is authorized by the Service Agent to form TRP Team(s), appoint Team Lead(s), define the Team's scope of services, manage Team Members and Clients served.

BTP Administrator can also use the "Manage BTP Administrator / Authorized User" function under Business Tax Portal (BTP) to appoint BTP Authorized User with "Manage TRP Team" service.  BTP Authorized User being appointed to manage TRP Team will be allowed to access the same TRP services as BTP Administrator except for the "TRP Business Account Registration" service.

TRP Team Lead is given right to add/remove Team Members of his/her own TRP Team(s).

TRP Team Lead is also given right to manage Clients of his/her TRP Team(s), including engagement of new clients, removal of existing clients from the assigned TRP Team and disengagement of clients (if Client's appointment of the Service Agent has been terminated).

Only the BTP Administrator(s) and BTP Authorized User(s) being appointed to manage TRP Team can set up TRP Team(s) under the TRP Business Account, appoint the Team Lead(s), and define the scope of services to be rendered by each TRP Team.

Each TRP Team can have only one Team Lead.  However, the same individual may serve as a Team Lead for multiple TRP Teams.

Yes, the same individual can be assigned as the TRP Team Lead /Team Member of more than one TRP Team.

If you are a BTP Administrator / BTP Authorized User being appointed to manage TRP Team of a registered TRP Business, click "Manage TRP Teams" under the "BTP Administrator / Authorized User's Corner" on TRP welcome page to get started.  You will first be redirected to BTP for authentication.  After that, select the designated TRP Business, then TRP Team from the list if there are more than one.  Click "Manage Team Members" and then "Add New Team Member".  Follow the screen to input the Username of the new Team Member and click "Check".  Finally, click "Confirm" to add the Team Member if his/her details are correct.

If you are a Team Lead, login to your TRP User Account and click "Manage Team Members" located in the upper right corner of the screen.  Select the designated TRP Team from the list if there are more than one TRP Team.  Click "Manage Team Members" and then "Add New Team Member".  Follow the screen to provide the Username of the new Team Member and click "Check".  Finally, click "Confirm" to add the Team Member if his/her details are correct.

Please note that to enable the appointment, the TRP Team Member must first possess the TRP User Account and provide the serving Business under his/her TRP User Account Profile.

Only a BTP Administrator / BTP Authorized User being appointed to manage TRP Team of a registered TRP Business can replace the Team Lead.  Click "Manage TRP Teams" under the "BTP Administrator / Authorized User's Corner" on TRP welcome page to get started.  You will first be redirected to BTP for authentication.  After that, select the designated TRP Business, then TRP Team from the list if there are more than one.  Click "Edit Team Details" and then select "Replace Team Lead".  Follow the screen to provide the Username of the replacing Team Lead and click "Check".  Finally, click "Confirm" if the replacing Team Lead's details are correct.

Please note that to enable the appointment, the replacing TRP Team Lead must first possess the TRP User Account and provide the serving Business under his/her TRP User Account Profile.

If you are a BTP Administrator / BTP Authorized User being appointed to manage TRP Team of a registered TRP Business, click "Manage TRP Teams" under the "BTP Administrator / Authorized User's Corner" on TRP welcome page to get started. You will first be redirected to BTP for authentication.  After that, select the designated TRP Business, then TRP Team from the list if there are more than one.  Click "Manage Team Members" and then click the "Remove" button next to the Team Member you want to remove.  A confirmation box will pop up and you can click "Confirm" to proceed.

If you are a Team Lead, login to your TRP User Account and click "Manage Team Members" located in the upper right corner of the screen to get started.  Select the designated TRP Team from the list if there are more than one TRP Team.  Click the "Remove" button next to the Team Member you want to remove.  A confirmation box will pop up and you can click "Confirm" to proceed.

You can refer to the e-Demos and User Guides about "Manage TRP Teams" on the Learning Resources Centre Page.

If you are a BTP Administrator / BTP Authorized User being appointed to manage TRP Team of a registered TRP Business, click "Manage TRP Teams" under the "BTP Administrator / Authorized User's Corner" on TRP welcome page to get started.  You will first be redirected to BTP for authentication.  After that, select the designated TRP Business, then TRP Team from the list if there are more than one.  Click "Engage Client" to proceed.  You have to create at least one TRP Team in order to engage the Clients to your TRP Business.

If you are a TRP Team Lead, login to your TRP User Account and click "Manage Clients" located in the upper right corner of the screen to get started.  Select the designated TRP Team from the list if there are more than one TRP Team.  Then, click "Engage Client" to proceed.

You can choose to engage client(s) using either Bulk Upload of a CSV file (up to 5,000 clients each time) or one by one via online input.  To successfully engage your client(s), your client(s) should have first appointed you as Service Agent for the relevant matters through Individual Tax Portal (ITP) or Business Tax Portal (BTP); or informed IRD of your appointment as tax representative (applicable to Profits Tax matters only).

To engage your client(s) through Bulk Upload Function, you have to prepare a valid file in common separated value format (".csv") with the information of:

Please note that you can upload records for up to 5,000 clients each time.

You can upload records for up to 5,000 clients each time.

For the same client, the same type of service can only be provided by one of the TRP Teams in the TRP business.  Other TRP teams can engage the same Client to provide different appointed service(s).  For example, Team A provides service for Profits Tax Matters while Team B provides service for Business Registration Matters.

If you are a BTP Administrator / BTP Authorized User being appointed to manage TRP Team of a registered TRP Business, click "Manage TRP Teams" under the "BTP Administrator / Authorized User's Corner" on TRP welcome page to get started.  You will first be redirected to BTP for authentication.  After that, select the designated TRP Business, then TRP Team from the list if there are more than one.  Click "Manage Clients", then click the Client you want to remove from the list and click "Remove Client from the Team" on the next screen.  A confirmation box will pop up and you can click "Yes" to proceed.

If you are a TRP Team Lead, login to your TRP User Account and click "Manage Clients" at the upper part of the page to get started.  Select the designated TRP Team from the list if there are more than one TRP Team.  Then click the Client you want to remove from the list and click "Remove Client from the Team" on the next screen.  A confirmation box will pop up and you can click "Yes" to proceed.

If you are a BTP Administrator / BTP Authorized User being appointed to manage TRP Team of a registered TRP Business, click "Manage TRP Teams" under the "BTP Administrator / Authorized User's Corner" on TRP welcome page to get started.  You will first be redirected to BTP for authentication.  After that, select the designated TRP Business, then TRP Team from the list if there are more than one.  Click "Manage Clients", then click the Client from the list you want to disengage and click "Disengagement of Client" on the next screen.  A dialog box will pop up, please select the service(s) to be terminated and click "Confirm" after input.  Finally, a confirmation box will pop up and you can click "Yes" to proceed.

If you are a TRP Team Lead, login to your TRP User Account and click "Manage Clients" at the upper part of the page to get started.  Select the designated TRP Team from the list if there are more than one TRP Team.  Then, click the Client from the list you want to disengage and click "Disengagement of Client" on the next screen.  A dialog box will pop up, please select the service(s) to be terminated and click "Confirm" after input.  Finally, a confirmation box will pop up and you can click "Yes" to proceed.

Please note that after the disengagement, you cannot engage this Client again unless the Client has re-appointed you as service agent.

You can refer to the e-Demos and User Guides about "Manage Clients" on the Learning Resources Centre Page.