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Application for product ruling IR714

(published May 2011) 

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.

Adobe Acrobat PDF | 113kb | 4 pages

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 out as you will not be able to save the information you enter into the form.

When to use this form

When you want to apply for a legally binding product ruling on a proposed, current, or completed arrangement that is likely to be entered into with a number of people on identical terms. Product rulings are issued when it is not feasible to seek a private ruling on the arrangement (this is generally because the identities of the other parties may not be know), and the characteristics of the taxpayers who may enter into the arrangement do not affect the content of the ruling. 

What you will need
  • Applicant's details and IRD number
  • Explanation of the issue(s) in question and a full description of the facts
  • Explanation as to why it is not practicable to seek a private ruling 
  • Explanation as to why the characteristics of the taxpayers who have entered into the arrangement will not be relevant to the ruling
  • State the taxation laws on which the ruling is sought
  • Relevant documents that relate to the question(s) raised
  • A draft ruling.

Fees
Inland Revenue charges an initial application fee of $316.90 and then $158.45 per hour for private rulings, product rulings and status rulings.

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After you finish

Please print, sign and post the completed form to Team Manager, Technical Services, Office of the Chief Tax Counsel, PO Box 2198, Wellington, along with an initial application fee (cheque) for $316.90.

You may wish to keep a copy of this form for your personal records.

 

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