Managing my tax

Premium Accounting Solution > Forms > Managing my tax

ACCOUNTING RESOURCES

ALL A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

IR328

2021-2022 Tax due date calendar

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.

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…

IR397

Application to register security or securities for approved issuer levy (AIL)

Only securities that have been registered with us qualify for a zero rate of non-resident withholding tax. This form is used to register securities – a separate form must be completed for each security or class of securities.

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…

IR396

Approved issuer levy (AIL) – payer election

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 become an approved issuer.

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.

IR1259

Credit transfer rules

If you have a credit in your account, or a client’s, you may want it transferred to another tax account or person instead of being refunded.

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

The company resulting from an amalgamation may be one of the amalgamating companies or it may be a new company.

IR590

Disclosure 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.

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.

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.

IR1082

FATCA due diligence guidance notes

The following guidance is issued by the Inland Revenue to assist Reporting NZFIs is meet their due diligence obligations as required by FATCA and the IGA.

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.

IR238

Have you changed your name, address, or phone number?

It is important that we hold your correct details so we can provide you with the information you require. This form enables you to notify us if you change your name, address, or phone number.

AD164

Household Expenditure Guide

This is a guide to some of the categories of living costs of NZ households. The information can be used to compare a person’s household expenditure to an average expenditure for similar households in the same region.

IR297

Inland Revenue audits 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.

IR10G

IR10 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.

IR742

IRD number application – non-resident/offshore individual

Only use this form to apply for an IRD number if you’re a non-resident or offshore person.

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…

IR378

Model cashbook

An example of a cashbook when you use a payment basis to calculate your GST.

AD268

Moving away from cheques

Inland revenue is becoming increasingly digital in the way we work – so are most of our customers. Cheque use continues to decline every year, with most customers already choosing to pay their taxes electronically.

IR770

Notice of proposed adjustment

Use this form if you want to change a return you’ve filed or you disagree with an assessment or decision that we’ve issued.

IR771

Notice of Response

Use this form if IRD have sent you a Notice of proposed adjustment and you disagree with one or more of the proposed changes.

IR1036

Payments made to entertainers – your tax responsibilities

You have certain tax and legal responsibilities when you hire entertainers. If you hire bands or entertainers, this factsheet will help you work out if you need to deduct tax.

IR984

Proof of a fully fuctional NZ bank account

As an offshore person, you’ll need to prove you have a fully functional bank account with a New Zealand bank or financial institution.

IR280

Putting your tax returns right

If you’ve made a mistake or filed an incorrect tax return, it’s best to tell us about it before we find out in some other way. This guide will help you put your tax returns right.

IR1008

Record keeping – checklist

This factsheet tells you about some of the benefits of keeping good records. It also has a checklist of the types of records you need to keep.

IR955

Record keeping – Getting it right

A tax record includes any information or document about sales, income, and expenses, assets and liabilities. You use your records to fill in tax returns and finalise your tax.

IR282

Statement in support of a tax position

This form enables you to explain and support your interpretation or tax position taken in determining the tax payable in your return.

IR773

Statement of position

Use this form to respond to a Disclosure notice issued by the Commissioner as part of the Disputes resolution process.

Need help with accounting needs?

We are happy to help

Contact Us