Managing my tax

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IR328

2020-2021 Tax due date calendar

About this Guide You can make payments up to and on the due date. You can find the payment due date on your return, statement or letter and in your myIR account. If a due date falls on a weekend, public holiday or provincial anniversary day, we’ll get your return and payment on the next […]

IR735

Application for determination relating to financial arrangements

About this Form Regarding financial arrangements rules, the IRD can issue taxpayer-specific determinations set out in the legislation. This is only if no general determination applies. When to use this form This form is for use by all taxpayers, either personally or by their authorised agent. What you will need If you need further assistance, […]

IR713

Application for private ruling

About this Guide Use this form to apply for a private ruling on a proposed, current, or completed arrangement. Private rulings are binding only in respect of the arrangement identified in them. This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important […]

IR713A

Application for private ruling on transfer pricing arrangement – additional declaration

About this Form The application should be submitted along with a completed Application for Private Ruling – IR713 form and Application for Private Ruling on Transfer Pricing Arrangement – Additional Declaration – IR713A form. When to use this form This declaration is for completion by all taxpayers applying for a ruling on a proposed, current […]

IR714

Application for product ruling

About this Form Use this form to apply for a product ruling on a proposed, current, or completed arrangement. Product rulings are binding only in respect of the arrangement identified in them. This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important […]

IR714A

Application for product ruling by promoter – statutory declaration

About this Form This form is for use where an applicant for a product ruling is a promoter of the arrangement to which the ruling will apply. When to use this form This form should always be completed in conjunction with and accompany the IR714 Application for Product Ruling form. What you will need Please read […]

IR712

Application for status ruling

About this Form Use this form if there has been legislative amendment to the taxation laws applying in a private or product ruling you have applied for and obtained. This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print […]

IR401

Appoint an Executive Office Holder to act on your behalf

About this Form Complete this form to appoint an executive office holder to act on behalf of your organisation with Inland Revenue. This includes making enquiries, receiving statements, financial authority and registering for and managing a myIR secure online services account for your organisation. What you will need You’ll need your: IRD number and position […]

IR395

Approved issuer levy guide

About this Guide This guide explains how to pay interest to overseas lenders without having to deduct non-resident withholding tax. When to use this guide If you pay interest to a non-resident lender, and want to pay it at a zero rate of non-resident withholding tax (NRWT), you have to apply to Inland Revenue to […]

IR586

Automatic payment authority form

About this Form This form enables you to establish an automatic payment from your nominated bank account to Inland Revenue. The payments can be for a range of taxes including income tax, GST and FBT. You can also use this form to make additional payments on your student loan. This form can be completed on-screen […]

IR715

Binding rulings

About this Guide This booklet is to help customers who want to know about binding rulings on taxation laws. The booklet explains what binding rulings are, the different types of binding rulings available, and what you need to do if you want to apply for a binding ruling. When to use this guide From the […]

IR820

Certificate of confidentiality

About this Form This form is to be signed by staff from other government departments or agencies, and contractors, who have access to sensitive revenue information. When to use this form The form describes their obligations under section 18B(2) of the Tax Administration Act 1994 to maintain and aid in maintaining the confidentiality of all […]

IR297A

Computer-assisted audits

About this Guide An audit is a check of tax and business records to make sure you’ve paid the right amount of tax. They can cover income tax, GST and employer returns. When to use this guide You can read more about computer-assisted audits in our Computer-assisted audits guide – IR297A.

IR625

Declaration in support of application for refund (deceased person)

When a person is deceased there may be a refund owing on their taxes.

IR432

Declaration of an amalgamation

合并所产生的公司可以是其中一家合并公司,也可以是一家新公司。合并后的公司必须填写本合并声明书(IR432)。

IR779

Disputes process initiated by the Commissioner

This factsheet gives a brief overview of the steps involved in a Commissioner initiated dispute.

IR777

Disputing a notice of proposed adjustment

If we send you a notice telling you we’re going to adjust your tax liability, you can dispute the notice. This guide explains the process for you to follow.

IR776

Disputing an assessment

Explains the process to follow if you want to dispute the assessment of your tax liability, or other decision.

IR798

E-File registration

About this Form Use this service to find out about Inland Revenue’s electronic filing system for tax agents and to register for E-File. When to use this form If you are a tax agent and wish to electronically send most tax returns (GST101, IR3, IR3NR, IR4, IR4J, IR6, IR7, IR8, IR9 and IR526) and attachments, […]

IR494

Election to form a consolidated group

This form can be used when a number of companies form a consolidated group for tax purposes.

IR473

Election to form an imputation group

Use this form to action imputation group elections and the election of the nominated company. This form is to be completed by all companies forming the imputation group. We will issue the new imputation group an IRD number when we process the election form.

IR920

Employer linking to PAYE intermediary

Form to use if you are an employer using a PAYE intermediary to act on your behalf for your PAYE responsibilities.

IR10

Financial statements summary

Completing an IR10 form helps speed up the processing of your tax return. If an IR10 is completed, financial records don’t have to be included, although they may be requested later.

IR10G

Financial Statements Summary Guide

This guide will help you complete the Financial Statements Summary (IR10) form. Completing an IR10 helps speed up the processing of the tax return.

IR496

KiwiSaver partial withdrawal for foreign superannuation tax – calculation sheet

About this form This calculation sheet assists you to calculate how much you can withdrawal from your kiwiSaver account. When to use this form when you are transferring foreign superannuation to a KiwiSaver Scheme, this calculate sheet help you to work out how much tax you need to pay on your foreign superannuation scheme or […]

IR730

Land sales and GST

About this Guide This flowchart gives you a general overview of the GST rules. When to use this Guide If you’re buying or selling land make sure you understand the GST rules. Mistakes with GST can be costly and difficult to correct. We recommend you consult a tax advisor before you sign the paperwork.

IR1109A

Linking clients – bookkeepers and PAYE intermediaries

About this Guide This factsheet explains how to link clients and transfer them between your client lists. How to use this Guide When you have authority to act on a client’s behalf, you’ll need to link to them to access their account information. This will also let you access their information in myIR. After you’ve […]

IR1109B

Linking clients – payroll bureaus and other intermediaries

About this Guide This factsheet explains how to link clients and transfer them between your client lists. When to use this Guide When you have authority to act on a client’s behalf, you’ll need to link to them to access their account information. This will also let you access their information in myIR.    

IR1109C

Linking clients – tax agents

About this Guide This factsheet explains how to link clients and transfer them between your client lists. When to use this Guide When you have authority to act on a client’s behalf, you’ll need to link to them to access their account information. This will also let you access their information in myIR.

IR1104

Manage agency

About this Guide A guide to managing staff access, client list access security and staff mail subscriptions. How to use this Guide Each intermediary has different access and security requirements. The Manage agency functions in the Tax preparer tab allow you to tailor your staff and client access controls. Owners, administrators and restricted administrators can […]

IR1110

Managing your workspace

About this Guide A guide to moving linked client accounts in and out of your (or your employee’s) workspace. how to use this Guide Your personal workspace is the landing page you see in the Tax preparer section of myIR. If you have access to more than one IRD number you’ll see a ‘Customers’ tab […]

IR590

Statement of financial position

If you wish to apply for relief from debt you will need to provide us with details of your income and expenses. This form enables you to provide us with those details so that we can assess your situation when applying for relief from debt.