Skip to Content


Forms and guides
Kimihia he parongo mo

Find a form or guide based on keyword, document title or document number:


Returns forms and guides

Title and summary Number

Accounts information for use by tax agents

This form assists in preparing account information to be returned, eliminating the need for returning full financial records.

IR10A

Annual Māori authority credit account return including foreign dividend payment (FDP) account return 2009

This form is used to file the Maori authority credit account returns separately from your income tax return.

IR8J

Annual imputation return guide 2005

A guide to help you complete the 2005 IR 4J imputation return and dividend withholding payment account return

IR4JG

Annual imputation return guide 2006

A guide to help you complete the 2006 IR4J imputation return and dividend withholding payment account return.

IR4JG

Annual imputation return guide 2007

A guide to help you complete the 2007 IR4J imputation return and dividend withholding payment account return.

IR4JG

Annual imputation return guide 2008

This guide is to help you complete the 2008 IR4J imputation return and dividend withholding payment account return.

IR4JG

Annual imputation return guide 2009

This guide is to help you complete the 2009 IR 4J imputation return and FDP (foreign dividend payment) account return.

IR4JG

Annual imputation return including dividend withholding payment account return 2002

This return is used to file the company's imputation returns separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2003

This return is used to file the company's imputation returns separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2004

This return is used to file the companies imputation returns separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2007

This form is used to file the company's imputation return separately from your income tax return.

IR4J

Annual Maori authority credit account return including dividend withholding payment account return 2007

This form is used to file the Maori authority credit account returns separately from your income tax return.

IR8J

Annual Maori authority credit account return including dividend withholding payment account return 2008

This form is used to file the Maori authority credit account returns separately from your income tax return.

IR8J

Branch equivalent tax account return for companies

A branch equivalent tax account (BETA) is a memorandum account used to prevent double taxation of income.

IR408

Branch equivalent tax account return for companies

A branch equivalent tax account (BETA) is a memorandum account used to prevent double taxation of income.

IR408

Clubs or societies return guide 2002

Use this guide to help you complete the Income tax return for clubs or societies 2002 (IR9).

IR9GU

Clubs or societies return guide 2005

Use this guide to help you complete the Income tax return for clubs or societies 2005 (IR9).

IR9GU

Clubs or societies return guide 2006

Use this guide to help you complete the Income tax return for clubs or societies 2006 (IR9).

IR9GU

Clubs or societies return guide 2007

Use this guide to help you complete the Income tax return for clubs or societies 2007 (IR9) for the period 1 April 2006 to 31 March 2007.

IR9GU

Clubs or societies return guide 2008

Use this guide to help you complete the Income tax return for clubs or societies 2008 (IR9) for the period 1 April 2007 to 31 March 2008.

IR9GU

Company shareholders' details 2002

Use this form to supply the shareholders details that need to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2003

Use this form to supply the shareholders details that need to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2004

Use this form to supply the shareholders details to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2007

Use this form to supply the shareholders details to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2008

This form is for details of the 2008 shareholders, directors or relatives, and the associated company's IRD number.

IR4S

Company shareholders’ details 2009

This form is for details of the 2009 shareholders, directors or relatives, and the associated company's IRD number.

IR4S

Company tax return guide 2002

This guide is to help you complete your 2002 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2003

This guide is to help you complete your 2003 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2004

This guide is to help you complete your 2004 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2006

This guide is to help you complete your 2006 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2007

This guide is to help you complete your 2007 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Conduit tax relief account return

A CTR account is a memorandum account used to track conduit relief until it is distributed. Because relief is given on behalf of non-resident shareholders, it is necessary to ensure this relief is passed on to those shareholders.

IR406

Conduit tax relief account return

A CTR account is a memorandum account used to track conduit relief until it is distributed. Because relief is given on behalf of non-resident shareholders, it is necessary to ensure this relief is passed on to those shareholders.

IR406

RWT (resident withholding tax) withholding certificate

You must complete a certificate for each recipient you paid interest to with RWT deducted during the year to 31 March.

IR15

Dividend withholding payment account return 2002

This return is used to declare your company's dividend withholding payments

IR4D

Dividend withholding payment account return 2003

This return is used to declare your company's dividend withholding payments

IR4D

Dividend withholding payment account return 2004

This return is used to declare your company's dividend withholding payments

IR4D

Dividend withholding payment account return 2005

This return is used to declare your company's dividend withholding payments

IR4D

Dividend withholding payment account return 2007

This return is used to declare your company's dividend withholding payments

IR4D

Dividend withholding payment account return - Maori authorities 2007

This return is used to declare your Maori authority's dividend withholding payments.

IR8D

Dividend withholding payment account return - Maori authorities 2008

This return is used to declare your Maori authority's dividend withholding payments.

IR8D

Dividend withholding payment account return 2008

This return is used to declare your company's dividend withholding payments.

IR4D

Estate or trust beneficiary details

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6) .

IR6B

Estate or trust beneficiary details 2002

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2003

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2004

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2005

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust income tax return guide 2002

This booklet is designed for administrators of estates and trusts, as a step-by-step guide to the Income tax return: estate or trust (IR6).

IR6G

Estate or trust income tax return guide 2003

This booklet is designed for administrators of estates and trusts, as a step-by-step guide to the Income tax return: estate or trust (IR6).

IR6G

Estate or trust income tax return guide 2004

This booklet is designed for administrators of estates and trusts, as a step-by-step guide to the Income tax return: estate or trust (IR6).

IR6G

Estate or trust income tax return guide 2005

This booklet is designed for administrators of estates and trusts, as a step-by-step guide to the Income tax return: estate or trust (IR6).

IR6G

Estate or trust income tax return guide 2006

This booklet is designed for administrators of estates and trusts, as a step-by-step guide to the Income tax return: estate or trust (IR6).

IR6G

Estate or trust income tax return guide 2007

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2006 to 31 March 2007.

IR6G

Estate or trust income tax return guide 2008

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2007 to 31 March 2008.

IR6G

Estate or trust income tax return guide 2009

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2008 to 31 March 2009.

IR6G

FDP (Foreign dividend payment) account Return 2009

This return is used to declare your company's foreign dividend payments.

IR4D

FDP (Foreign dividend payment) account return – Māori authorities 2009

This return is used to declare your Maori authority's foreign dividend payments.

IR8D

Farming income

If you are in farming, you can declare farming income using this form, then attach it to your yearly tax return.

IR3F

FDP (Foreign dividend payment) return

Use this return if you are a New Zealand resident company and you are receiving dividends from foreign companies. Anyone other than a company who receives dividends from foreign companies must include them in their income tax return. You can complete this form online.

IR4F

FDP (Foreign dividend payment) return

Use this return if you are a New Zealand resident company and you are receiving dividends from foreign companies. Anyone other than a company who receives dividends from foreign companies must include them in their income tax return. You can complete this form online.

IR4F

Fringe benefit tax annual return

Return for employers (including companies) who file annually. Period covered is 1 April to 31 March. Due on 31 May of the same year. It takes approximately 10 minutes to complete.

IR422

Fringe benefit tax income year return

Return for companies with shareholder-employees. Covers the same period as the company's accounting year. Due date for filing the return and payment is the same as that for paying end-of-year income tax. Takes approximately 10 minutes to complete.

IR421

Fringe benefit tax income year return

Return for companies with shareholder-employees. Covers the same period as the company's accounting year. Due date for filing the return and payment is the same as that for paying end-of-year income tax. Takes approximately 10 minutes to complete.

IR421

Fringe benefit tax return guide 2008

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

Goods and services tax return for goods sold in satisfaction of debt

Use this return when a creditor sells a debtor's goods in satisfaction of a debt and there is GST to be accounted for.

IR373

Goods and services tax return for goods sold in satisfaction of debt

Use this return when a creditor sells a debtor's goods in satisfaction of a debt and there is GST to be accounted for.

IR373

Group investment fund return

Use this return to file details of the taxable income for a group investment fund.

IR44E

Guidelines for completing the 2002 Accounts information IR10

This guide will help you complete the Accounts information IR10 form. Completing an IR10 form helps speed up the processing of the tax return. If an IR10 is completed, financial records don't have to be included, although they may be requested later.

IR10G

Guidelines for completing the 2003 Accounts information IR10

This guide will help you complete the IR10. Completing an IR10 form helps speed up the processing of the tax return. If an IR10 is completed, financial records don't have to be included, although they may be requested later.

IR10G

Guidelines for completing the 2004 Accounts information IR10

This guide will help you complete the IR10. Completing an IR10 form helps speed up the processing of the tax return. If an IR10 is completed, financial records don't have to be included, although they may be requested later.

IR10G

Guidelines for completing the 2005 Accounts information IR10

This guide will help you complete the IR10. Completing an IR10 form helps speed up the processing of the tax return. If an IR10 is completed, financial records don't have to be included, although they may be requested later.

IR10G

Income tax return (Registered superannuation funds) - 2006

Use this return to file details of the taxable income, trustee details and disclosures for a registered supperannuation fund. Please see the Registered superannuation funds' return guide - 2006 (IR44G) for further information.

IR44

Income tax return companies 2003

You would use this return if you are a company and you need to file a tax return for the year 2003 (1 April 2002 to 31 March 2003). This return can also be completed online.

IR4

Income tax return companies 2004

You would use this return if you are a company and you need to file a tax return for the year 2004 (1 April 2003 to 31 March 2004). You can also complete this online.

IR4

Income tax return companies 2005

You would use this return if you are a company and you need to file a tax return for the year 2005 (1 April 2004 to 31 March 2005). You can also complete this online.

IR4

Clubs or societies return guide 2009

Use this guide to help you complete the Income tax return for clubs or societies 2009 (IR9) for the period 1 April 2008 to 31 March 2009.

IR9GU

Income tax return for clubs or societies 2002

Use this return to file your club or society's yearly income and expenses information for the 2002 income year.

IR9

Income tax return for clubs or societies 2003

Use this return to file your club or society's yearly income and expenses information for the 2003 income year.

IR9

Income tax return for clubs or societies 2004

Use this return to file your club or society's yearly income and expenses information for the 2004 income year.

IR9

Income tax return for clubs or societies 2006

Use this return to file your club or society's yearly income and expenses information for the 2006 income year.

IR9

Income tax return for Maori authorities 2002

Use this return to file your Maori authority's yearly income and expenses information for the 2002 income year.

IR8

Income tax return for Maori authorities 2003

Use this return to file your Maori authority's yearly income and expenses information for the 2003 income year.

IR8

Income tax return for Maori authorities 2006

Use this return to file your Maori authority yearly income and expenses information for the 2006 income year.

IR8

Income tax return Non-resident individual taxpayers 2002

Use this form to file your tax return if you were a non-resident for the full year but have earned income from New Zealand sources.

IR3NR

Income tax return Non-resident individual taxpayers 2003

You would use this return if you have not been personally present in New Zealand and have earned income from New Zealand sources.

IR3NR

Income tax return Non-resident individual taxpayers 2005

You would use this return if you have not been personally present in New Zealand and have earned income from New Zealand sources.

IR3NR

Income tax return Non-resident individual taxpayers 2006

You would use this return if you have not been personally present in New Zealand and have earned income from New Zealand sources.

IR3NR

Income tax return Partnerships 2002

Use this form to record the income details for your partnership

IR7

Income tax return Partnerships 2003

Use this form to record the income details for your partnership

IR7

Income tax return Partnerships 2004

Use this form to record the income details for your partnership.

IR7

Income tax return Partnerships 2006

Use this return to record the income details for your partnership.

IR7

Income tax return: Partnerships 2009

This return records the income details for your partnership for the period 1 April 2008 to 31 March 2009.

IR7

Income tax return: Clubs or societies 2007

Use this return to file your club or society's yearly income and expenses information for the 2007 income year, from 1 April 2006 to 31 March 2007.

IR9

Income tax return: Companies 2007

Complete this return if you are a company and you need to file a tax return for the year 2007 (1 April 2006 to 31 March 2007). You can also complete this online.

IR4

Income tax return: estate or trust 2002

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: estate or trust 2003

If you are an administrators of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: estate or trust 2004

If you are an administrators of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: estate or trust 2005

If you are an administrators of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2007

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Maori authorities 2007

Use this return to file your Maori authority yearly income and expenses information for the 2007 (1 April 2006 to 31 March 2007) income year.

IR8

Income tax return: Maori authorities 2008

Use this return to file your Maori authority yearly income and expenses information for the 2008 (1 April 2007 to 31 March 2008) income year.

IR8

Income tax return: Maori authorities 2009

Use this return to file your Maori authority yearly income and expenses information for the 2009 (1 April 2008 to 31 March 2009) income year.

IR8

Income tax return: Non-resident individual taxpayers 2007

You would use this return if you have not been personally present in New Zealand and have earned income from New Zealand sources from 1 April 2006 to 31 March 2007.

IR3NR

Income tax return: Non-resident individual taxpayers 2008

You would use this return if you have not been personally present in New Zealand and have earned income from New Zealand sources from 1 April 2007 to 31 March 2008.

IR3NR

Income tax return: Non-resident individual taxpayers 2009

You would use this return if you have not been personally present in New Zealand and have earned income from New Zealand sources from 1 April 2008 to 31 March 2009.

IR3NR

Income tax return: Partnerships 2007

Use this return to record the income details for your partnership. You can also complete this online.

IR7

Income tax return: Partnerships 2008

This return records the income details for your partnership for the period 1 April 2007 to 31 March 2008.

IR7

Income tax return: Registered superannuation funds 2007

Use this return to file details of the taxable income, trustee details and disclosures for a registered superannuation fund. Please see the Registered superannuation funds' return guide 2007 (IR44G) for further information.

IR44

Individual income tax return guide 2002

This guide will help you complete your IR3 return for the 2002 year. If you received any other income apart from salary, wages, interest or dividends, you must file an IR3 return.

IR3G

Individual income tax return guide 2004

This guide is for helping you fill in your IR3 return for the 2004 year. If you received any other income apart from salary, wages, interest or dividends, you must file an IR 3 return.

IR3G

Individual income tax return guide 2003

This guide is for helping you fill in your IR3 return for the 2003 year. If you received any other income apart from salary, wages, interest or dividends, you must file an IR 3 return.

IR3G

Individual income tax return guide 2005

This guide is for helping you fill in your IR3 return for the 2005 year. If you received any other income apart from salary, wages, interest or dividends, you must file an IR3 return.

IR3G

Individual income tax return guide 2006

This guide is for helping you fill in your IR3 return for the 2006 year. If you received any other income apart from salary, wages, interest or dividends, you must file an IR3 return.

IR3G

Individual income tax return guide 2007

This guide is for helping you fill in your IR3 return for the 2007 year. If you received any other income apart from salary, wages, interest or dividends, and/or taxable Maori authority distributions you must file an IR 3 return.

IR3G

Individual income tax return guide 2008

This guide helps you fill in your IR3 return for the 2008 year.

IR3G

Individual tax return 2002

Use this form to complete your personal tax return.

IR3

Individual tax return 2003

Use this form to complete your personal tax return. This return can also be completed online.

IR3

Individual tax return 2004

Use this form to complete your personal tax return. You can also complete this online. This is for the 2004 year.

IR3

Individual tax return 2005

Use this form to complete your personal tax return. You can also complete this online. This is for the 2005 year.

IR3

Individual tax return 2006

Use this form to complete your personal tax return. You can also complete this online. This is for the 2006 year.

IR3

Individual tax return 2007

Use this form to complete your individual tax return. This is for the 2007 year. You can also complete this online.

IR3

Individual tax return 2008

Use this form to complete your individual tax return. You can also complete this online. This is for the 2008 year.

IR3

Individual tax return 2009

Use this form to complete your individual tax return. This is for the 2009 year.

IR3

Maori authorities owner details for 2004

Use this if you are a Maori authority with 20 or fewer owners. Complete the form details for each owner and attach to your Maori authorities income tax return 2004 (IR8).

IR8A

Maori authorities tax return guide 2002

Use this guide to help you complete the Income tax return for Maori Authorities (IR8) 2002.

IR8G

Maori authorities tax return guide 2004

Use this guide to help you complete the Income tax return for Maori authorities (IR8) 2004 .

IR8G

Maori authorities tax return guide 2006

Use this guide to help you complete the Income tax return for Maori authorities (IR8) 2006.

IR8G

Maori authorities' tax return/Annual Maori authorities' credit account return guide 2007

Use this guide to help you complete the Income tax return: Maori authorities (IR8) 2007.

IR8G

Maori authorities' tax return/Annual Maori authorities' credit account return guide 2008

Use this guide to help you complete the Income tax return: Maori authorities (IR8) 2008.

IR8G

Māori authorities’ tax return/Annual Māori authorities’ credit account return guide 2009

Use this guide to help you complete the Income tax return: Maori authorities (IR8) 2009.

IR8G

Non-resident income tax return guide 2002

This guide is designed to assist non-residents in completing their income tax return, the IR3NR, and will assist in determining who qualifies as a non-resident for taxation purposes.

IR3NRG

Non-resident income tax return guide 2003

This guide is designed to assist non-residents in completing their income tax return, the IR3NR, and will assist in determining who qualifies as a non-resident for taxation purposes.

IR3NRG

Non-resident income tax return guide 2004

This guide is based on New Zealand tax law at the time of printing and does not take into consideration any double taxation agreements that may apply.

IR3NRG

Non-resident income tax return guide 2005

This guide is based on New Zealand tax law at the time of printing and does not take into consideration any double taxation agreements that may apply.

IR3NRG

Non-resident income tax return guide 2006

This guide is based on New Zealand tax law at the time of printing and does not take into consideration any double taxation agreements that may apply.

IR3NRG

Non-resident withholding tax reconciliation statement guide 2006

Use this guide to help you complete your IR67 NRWT deduction certificates and IR67S NRWT reconciliation statement.

IR67SG

Notice to waiver a time bar

This notice must be signed and delivered to the Commissioner before the expiry of the relevant 4-year period.

IR775

Partnership details

This form is for recording partnership details and is attached to the IR7 on completion.

IR7P

Partnership details 2002

This form is for recording partnership details and is attached to the IR7 on completion

IR7P

Partnership details 2003

This form is for recording partnership details and is attached to the IR7 on completion

IR7P

Partnership details 2004

This form is for recording partnership details and is attached to the IR7 on completion.

IR7P

Partnership return guide 2002

This guide will help you with information on how to file the IR7 for 2002

IR7G

Partnership return guide 2003

This guide will help you with information on how to file the IR7 for 2003

IR7G

Partnership return guide 2004

This guide will help you with information on how to file the IR7 for 2004

IR7G

Partnership return guide 2005

This guide will help you with information on how to file the IR7 for 2005

IR7G

Partnership return guide 2006

This guide will help you with information on how to file the IR7 for 2006

IR7G

Partnership return guide 2007

This guide will help you with information on how to file the IR7 for 2007.

IR7G

Partnership return guide 2008

This guide will help you with information on how to file the IR7 for 2008.

IR7G

Partnership return guide 2009

This guide has information about how to file the IR7 for 2009.

IR7G

Property disclosure return

You would use this return for disclosing agreements for the sale and purchase of property that is the subject of the agreement and specified options which are capital assets.

IR4T

Property disclosure return

You would use this return for disclosing agreements for the sale and purchase of property that is the subject of the agreement and specified options which are capital assets.

IR4T

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.

IR280

Qualifying company election tax (QCET) return

Use this form to make a QCET return and payment. Please complete and send to Inland Revenue even if there is no amount payable.

IR4P

Qualifying company election tax (QCET) return

Use this form to make a QCET return and payment. Please complete and send to Inland Revenue even if there is no amount payable.

IR4P

RWT on interest

Use this form for paying your RWT.

IR15P

Ratio change declaration

Use this form when the imputation ratio and/or dividend withholding payment ratio of a subsequent dividend differs from that of the benchmark dividend.

IR407

Ratio change declaration

Use this form when the imputation ratio and/or dividend withholding payment ratio of a subsequent dividend differs from that of the benchmark dividend.

IR407

Registered superannuation funds' return guide 2002

All superannuation funds registered with the Government Actuary must file an Income tax return registered superannuation funds (IR44) return. This guide provides you with all the information you need to know when filing and IR44.

IR44g

Registered superannuation funds' return guide 2004

All superannuation funds registered with the Government Actuary must file an Income tax return registered superannuation funds (IR44) return. This guide provides you with all the information you need to know when filing.

IR44G

Registered superannuation funds' return guide 2005

All superannuation funds registered with the Government Actuary must file an Income tax return registered superannuation funds (IR44) return. This guide provides you with all the information you need to know when filing.

IR44G

Registered superannuation funds' return guide 2006

All superannuation funds registered with the Government Actuary must file an Income tax return registered superannuation funds (IR44) return. This guide provides you with all the information you need to know when filing.

IR44G

Registered superannuation funds' return guide 2007

All superannuation funds registered with the Government Actuary must file an Income tax return: Registered superannuation funds (IR44). This guide provides you with all the information you need to know when filing.

IR44G

Resident withholding tax reconciliation statement

This form reconciles all specified dividends / Maori authority distributions and RWT paid for the year to 31 March 2006.

IR17S

Resident withholding tax (RWT) reconciliation statement 2006

This form reconciles all dividends / Maori authority distributions and RWT paid by agents and trustees for the year to 31 March 2006.

IR17SA

Resident withholding tax reconciliation statement

This form reconciles all specified dividends / Maori authority distributions and RWT paid for the year to 31 March 2007.

IR17S

Resident withholding tax on dividends return

Use this form to make a resident withholding tax (RWT) on dividends return and payment. This form is not to be used for RWT deducted from specified dividends - for specified dividends, use an IR17P.

IR4K

Resident withholding tax on dividends return

Use this form to make a resident withholding tax (RWT) on dividends return and payment. This form is not to be used for RWT deducted from specified dividends - for specified dividends, use an IR17P.

IR4K

Resident withholding tax reconciliation statement 2007

This form reconciles all dividends / Maori authority distributions and RWT paid by agents and trustees for the year to 31 March 2007.

IR17SA

Schedule of beneficiary's estate or trust income

Any beneficiary who receives income or certain distributions from either a foreign trust or a non-qualifying trust must fill in this form. It helps us make sure that these distributions are taxed correctly in the hands of beneficiaries. (If a beneficiary is in more than one trust, complete a separate form for each.) Beneficiaries in qualifying trusts do not need to complete this form.

IR307

Schedule of beneficiary's estate or trust income

Any beneficiary who receives income or certain distributions from either a foreign trust or a non-qualifying trust must fill in this form. It helps us make sure that these distributions are taxed correctly in the hands of beneficiaries. (If a beneficiary is in more than one trust, complete a separate form for each.) Beneficiaries in qualifying trusts do not need to complete this form.

IR307

Schedule of business income

If you are in business you can declare your schedule of income using this form, then attach it to your yearly tax return.

IR3B

Tax credit (formerly rebate) claim form

Complete this form to claim tax credits for donations, childcare and/or a housekeeper. The claim form is not year-specific – you will need to write which year you are claiming your tax credit for.

IR526

Understanding your summary of earnings

Helps you to understand the summary of earnings (IR 544) form.

IR514

Accounts information

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.

IR10

IR10G guide 2009

This guide will help you complete the Accounts information (IR10) form. Completing an IR10 helps speed up the processing of the tax return. If an IR10 is completed, financial records don't have to be included, although they may be requested later.

IR10G

Fringe benefit tax return guide 2009

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

Individual income tax return guide 2009

This guide helps you fill in your IR3 return for the 2009 year.

IR3G
 

 


Individuals & Families

Businesses

Not for profit groups

Non-residents & visitors