ACCOUNTING RESOURCES
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IR1025
Correspondence guidelines
These guidelines can help tax agents when they send any correspondence or requests to us. Each guideline explains what information needs to be provided so the request can be considered or the return processed as quickly as possible.
IR997
Customer due diligence
This form is a process that is completed with a New Zealand reporting entity for customer due diligence.
IR195
Gift duty guide
About this Guide This guide provides an in-depth explanation of gift duty. It’s aimed at tax and legal practitioners who are filling in gift statements on behalf of their clients and it includes references to case law and legislation around gift duty. When to use this guide If you made a gift on or after…
IR6
Income tax return: Estate or trust
About this Form If you are an administrator of a trust or estate you can use this form to file your Income tax return: Estate or trust (IR6). 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 it…
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.
IR614
Inland Revenue’s Charter
The charter outlines the standards of service you can expect when dealing with Inland Revenue (IRD) and outlines their committment to good service.
KS4
KiwiSaver Employer Guide
About this Guide Explains your role and obligations when implementing KiwiSaver in your workplace. We will send you a copy of this guide when you register with us as an employer. When to use this guide Using this guide will help you fulfil your responsibilities as an employer. If you have anyone working for you,…
IR258
Overseas social security pensions
About this Guide If you are a New Zealand tax resident, generally you will have to pay income tax on your overseas social security pension in New Zealand. This guide explains the tax obligations for people who receive social security pensions from outside New Zealand. When to use this guide If you are a New…
IR183
Relationship property dispositions
About this Guide This form is used to let us know of any settlements you’ve made under the Property Relationships Act 1976. When to use this guide Complete this form when you’ve made a settlement under part 6 of the Property (Relationships) Act 1976. What you will need The IRD numbers of the parties making…
IR520
Tax contextual information disclosure form
About this Form Use this form if you have been required by Inland Revenue to provide “tax contextual information” from tax advice documents that are subject to a claim of non-disclosure. The tax contextual information disclosure involves disclosing certain information from tax advice documents and a tax advisor making a statutory declaration verifying the content…
IR294
Visitor’s tax guide
About this Guide This booklet explains tax obligations for people visiting New Zealand. When to use this guide If you are visiting New Zealand, use this booklet to help work out what your tax obligations may be. This booklet has information on: New Zealand’s major taxes and how they apply to New Zealand residents and…
KS3
Your Introduction to KiwiSaver – Employee Information
About This Guide Explaining and giving information to new KiwiSaver member who are qualifying to join KiwiSaver, and how to making a regular contribution to KiwiSaver. When to use this guide If you want to know more about KiwiSaver, this form includes all information you need: Eligibility criteria for joining the Kiwi-Saver Opting in kiwiSaver…
