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Forms and guides
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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 2009

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

IR4JG

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

Company shareholders’ details 2009

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

IR4S

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

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 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

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

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

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: 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: 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 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

Individual tax return 2009

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

IR3

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

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 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

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

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

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

Individual income tax return guide 2009

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

IR3G
 

 


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