The Client Name Lookup is a feature available across 2026 tax returns that allows you to search for a client by name when completing IRD number fields. Once selected, the system automatically populates the correct IRD number, reducing manual entry and improving accuracy.
When entering an IRD number, simply search for the client by name and select them from the list, no need to manually enter or look up the IRD number.
The Client Name Lookup is available in returns that include IRD number fields, including:
IR4S – Shareholder details.
IR6S – Settlor details.
IR6B – Beneficiary details.
IR7L – Look‑through company (LTC).
IR7P – Partnership.
Refund Transfers.
Follow the steps below:
Navigate to a return that includes an IRD number field.
Click into the search field, select the lookup field located next to the IRD number field.
Enter part of the client name begin typing the system will display matching clients as you type.
Select the client from the dropdown list to confirm your selection.
IRD number is automatically populated. The selected client’s IRD number is inserted into the field.
📌Note:
The lookup only shows clients already created in your database.
If a client does not appear, they must be added before selection.
Some fields populated automatically (e.g. distribution‑based fields) do not include the lookup.