About Working for Families tax credits for IR3 return filers

This is a guide to help you complete your Family assistance end of year square up (IR541) form that we send you as an IR3 return filer.

Understanding your summary of earnings

Helps you to understand the Summary of Earnings (IR 544) form.

Tax advice document claim form

Use this form if you wish to make a claim for the non-disclosure right for tax advice documents where Inland Revenue has requested disclosure of those documents under its statutory powers to obtain information. The claim for non-disclosure involves providing certain information about the documents you consider eligible to be tax advice documents within a set time period. The claim will not be valid if this disclosure is incomplete and/or is not received by Inland Revenue within the set time period. More information about these time periods is in the form.

Tax contextual information disclosure 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 of the disclosure. For the claim of non-disclosure to be upheld, Inland Revenue must receive the completed form within the set time period. More information about these time periods is in the form.

What you need to know about personal tax summaries

This is a factsheet about personal tax summaries.

Redundancy tax credit

Complete this form to claim a redundancy tax credit.

Redundancy tax credit

Leaflet explaining whether you are entitled to a redundancy tax credit and how to claim it.

Rebates for donations, childcare and housekeeper payments

This is a factsheet about claiming a rebate for donations, childcare and housekeeper payments.

Rebate claim form

Complete this form to claim rebates 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 rebate for.

Debt options

This guide describes your options if you owe amounts to Inland Revenue.

Making payments

Guide to the different ways to pay your tax so we get the information we need to process your payments quickly and efficiently.

Automatic payment authority form

This form enables you to establish an automatic payment from your nominated bank account to Inland Revenue. The payments can be for a range of taxes including income tax, GST and FBT. You can also use this form to make additional payments on your student loan.

Fast refunds

You can use this form to authorise us to directly credit your refunds into your bank account. You can complete it online.

Statement of financial position

If you wish to apply for relief from debt you will need to provide us with details of your income and expenses. This form enables you to provide us with those details so that we can assess your situation when applying for relief from debt.

Twelve month cash flow forecast

When a business wishes to apply for relief from debt you will need to provide us with information about income and expenses. By completing this form with those details, we can assess your situation.

Debt options information sheet

This information sheet describes briefly what options you have if you owe amounts to Inland Revenue. You will find more detailed information, including the factors we look at for each option, in our booklet IR 582 - Debt options.

Application for relief in cases of serious hardship or financial difficulties

When you are experiencing serious hardship or financial difficulties you can apply to be considered for relief from payment of a debt. This form enables you to apply for relief and depending on your circumstance you will also be required to complete additional forms showing your financial position and attach them with this application.

IRD number application - individual

You can complete this form to get an individual IRD number.

Statutory declaration

This form is a statutory declaration you can use to prove your relationship with a child in your care who needs an IRD number.

IRD number application - non-individual

You can complete this form to get an IRD number for your organisation.

Elect someone to act on your behalf

Complete this form if you want someone to act on your behalf with Inland Revenue.