(published April 2015)
About this form
Use this form to tell us your income and adjustments for student loan and/or Working for Families Tax Credits (WfFTC) purposes. You can also complete this online.
Adobe Acrobat PDF | 98kb | 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
For WfFTC purposes both you and your spouse or partner need to use this form to tell us your income adjustments for the tax year. The adjustments will help us work out your WfFTC entitlement correctly.
For student loan purposes you need to provide details of your income adjustments so we can calculate your student loan repayment obligation correctly. Your spouse’s income is not taken into account when assessing your student loan repayment obligation.
These adjustments don’t change the amount of income you need to show in your Individual income tax return (IR3) or include in your PTS.
Note: The help text attached to the form is for the 2015 and future tax years.
What you will need
- your IRD number
- details of your income adjustments:
- your children's details if you receive WfFTC
After you finish
Once you have completed the form it is important that you print pages 1 and 2 and send them to us as you will not be able to save the information you entered. You will need to change your print settings so as to only print the form and not the completion note pages.
Send us your completed IR215 form and your spouse or partner's IR215 form (if applicable) when you or your agent file your IR3 return or before confirming your PTS.