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Trusts and estates forms and guides


Title and summary Number

Associated persons definitions for income tax purposes IR620

This booklet contains information to help you to identify when a person is associated with another person for income tax purposes.

IR620

Election to pay income tax on trustee income

Use this form to elect to pay income tax on the trustee income of foreign or non-qualifying trusts. Making this election means that the trust becomes a qualifying trust.

IR463

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 2013

This form outlines details of income for each beneficiary of an estate or trust for the year 1 April 2012 to 31 March 2013. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2014

This form outlines details of income for each beneficiary of an estate or trust for the year 1 April 2013 to 31 March 2014. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2015

This form outlines details of income for each beneficiary of an estate or trust for the year 1 April 2014 to 31 March 2015. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2016

This form outlines details of income for each beneficiary of an estate or trust for the year 1 April 2015 to 31 March 2016. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust income tax return guide 2011

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6 for the period 1 April 2010 to 31 March 2011.

IR6G

Estate or trust return guide 2012

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2011 to 31 March 2012.

IR6G

Estate or trust return guide 2013

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2012 to 31 March 2013.

IR6G

Estate or trust return guide 2014

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2013 to 31 March 2014.

IR6G

Estate or trust return guide 2015

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2014 to 31 March 2015.

IR6G

Estate or trust return guide 2016

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2015 to 31 March 2016.

IR6G

Estate or trust return notes and worksheet 2016

These notes will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2015 to 31 March 2016.

IR6N

Foreign trust annual return (IR900)

Return (IR900) to use to send us annual return details for each foreign trust

IR900

Foreign trust connected person schedule (IR607A)

Use this (IR607) disclosure schedule if you administer a foreign trust and need to provide requested contact details for each person connected to the trust.

IR607A

Foreign trust registration form (IR607)

Form (IR607A) to use to register your foreign trust. Trusts formed after 21 February 2017 can use this form. Trusts that existed on or before 21 February 2017 must register by 30 June 2017.

IR607

Foreign trust settlements & distributions schedule (IR900A)

Schedule (IR900A) to use to provide details of settlements and distributions made over the year

IR900A

Income tax return: Estate or trust 2008

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 2009

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 2011

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 2012

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 2013

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 2014

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 2015

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 2016

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

IR6

Schedule of beneficiary's estate or trust income

Form to use to return a beneficiary's income and taxable distributions from a foreign or non-complying trust.

IR307

Settlors of trusts disclosure

Use this form to disclose a settlement of a trust.

IR462

Trusts' and estates' income tax rules (IR288)

This guide explains how estates and trusts are taxed.

IR288

Non-active trust declaration

This form enables you to declare a complying trust is non-active. Completing this means the trust doesn't need to complete income tax returns.

IR633

Estate or trust return notes and worksheet 2017 IR6N

Use these notes to help you complete an Income tax return: Estate or trust (IR6) for the 2017 year.

IR6N

Income tax return: Estate or trust 2017 IR6

Complete this return if you administer a trust or estate.

IR6

Estate or trust return guide 2017 IR6G

Use this guide if you're the administrator of an estate or trust for the 2017 year.

IR6G

Estate or trust beneficiary details 2017 IR6B

Complete this form to give details of all beneficiaries who received income from the estate or trust for the 2017 year.

IR6B