FAQs about Tax Representative Portal (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 registered 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 under which he/she can set up TRP Team(s), appoint TRP Team Lead(s) and define the scope of services for each TRP Team.

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 online demo.

BTP Administrator is authorized to set up TRP Teams, add or remove members (Team Member) of the TRP Teams and add or remove clients of the registered Service Agent.

The Team Lead is authorized to add or remove Team Members of their respective TRP Team and add or remove clients of the registered Service Agent.

Only the BTP Administrator(s) can set up TRP Team(s) under the TRP Business Account, appoint the Team Lead of each team, 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 the Team Lead for multiple TRP Teams.

Same Team Lead may serve as the Team Lead for multiple TRP Teams.  Same Team Member may also serve as the Team Member for multiple TRP Teams.

If you are a BTP Administrator of a registered TRP Business, click "Manage TRP Teams" on TRP welcome page to get start.  You will be redirected to BTP for authentication. Select the designated TRP Team from the list if more than one TRP Team had been created.  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" if the Team Member’s details are correct.

If you are a Team Lead, login to your TRP User Account to get start. Click "Manage Team Members" at the upper part of the page. Select the designated TRP Team from the list if you manage more than one TRP Team. Click "Add New Team Member". Follow the screen to provide the Username of the new Team Member and click "Check". Finally, click "Confirm" if the Team Member’s 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 of a registered TRP Business can remove Team Lead from a TRP Team. Click "Manage TRP Teams" on TRP welcome page to get start. You will be redirected to BTP for authentication.  Select the designated TRP Team from the list if more than one TRP Team had been created.  Click "Edit Team Details" and then select the radio button "Replace Team Lead". Follow the screen to provide the Username of the new Team Lead and click "Check". Finally, click "Confirm" if the Team Lead’s details are correct.

Please note that to enable the appointment, the 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 of a registered TRP Business, click "Manage TRP Teams" on TRP welcome page to get start. You will be redirected to BTP for authentication. Select the designated TRP Team from the list if more than one TRP Team had been created.  Click "Manage Team Members" and then click "Remove" next to the Team Member to be removed. A pop up confirmation box will be prompted. You can click "Confirm" to proceed.

If you are a Team Lead, login to your TRP User Account to get start. Click "Manage Team Members" at the upper part of the page.  Select the designated TRP Team from the list if you manage more than one TRP Team. Click "Remove" next to the Team Member to be removed.  A pop up confirmation box will be prompted.  You can click "Confirm" to proceed.

You can refer to the online demo.

If you are a BTP Administrator of a registered TRP Business, click "Manage TRP Teams" on TRP welcome page to get start.  You will be redirected to BTP for authentication. Select the designated TRP Team from the list if more than one TRP Team had been created.  Click "Engage Client" to proceed.  Please note that at least one TRP Team is to be created to enable the client engagement.

If you are a TRP Team Lead, login to your TRP User Account to get start. Click "Manage Clients" at the upper part of the page then click "Engage Client" to proceed.

To engage client(s), you can choose either by Bulk Upload Function via CSV file or by Online Input.  Your client(s) can appoint you as Service Agent for the relevant tax matters in your client’s Individual Tax Portal (ITP) or Business Tax Portal (BTP); or inform IRD of the appointment as tax representative.

For 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, it can be engaged by only one TRP Team of the TRP business for an appointed service.  Each appointed service of the same client can only be provided by one TRP Team.  Other TRP Team can be engaged for other 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 of a registered TRP Business, click "Manage TRP Teams" on TRP welcome page to get start.  You will be redirected to BTP for authentication. Select the designated TRP Team from the list if more than one TRP Team had been created. Choose the client to be removed from the client list and then click "Remove Client from the Team’.  A pop up confirmation box will be prompted. You can click "Yes" to proceed.

If you are a TRP Team Lead, login to your TRP User Account to get start.  Click "Manage Clients" at the upper part of the page. Select the designated TRP Team from the list if you manage more than one TRP Team.  Choose the client to be removed from the client list and then click "Remove Client from the Team’.  A pop up confirmation box will be prompted. You can click "Yes" to proceed.

If you are a BTP Administrator of a registered TRP Business, click "Manage TRP Teams" on TRP welcome page to get start.  You will be redirected to BTP for authentication.  Select the designated TRP Team from the list if more than one TRP Team had been created.  Choose the client to be removed from the client list and then click "Disengagement of Client".  A pop up selection box will be prompted for you to select the service(s) to be terminated.  Click "Confirm" after input.  A confirmation pop up box will be prompted, you can click "Yes" to proceed.

If you are a TRP Team Lead, login to your TRP User Account to get start. Click "Manage Clients" at the upper part of the page. Select the designated TRP Team from the list if you manage more than one TRP Team.  Choose the client to be removed from the client list and then click "Disengagement of Client".  A pop up will be prompted for you to select the service(s) to be terminated.  Click "Confirm" after input.  A confirmation pop up box will be prompted, you can click "Yes" to proceed.

You are reminded that once the disengagement has been confirmed, you cannot engage this client again, unless the client has re-appointed you as service agent.

You can refer to the online demo.