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Individual income tax
Te take whiwhinga mo te takitahi

Options for filing your return

When to use

If you need to file an IR3 tax return. See whether you need to file under "Find out more" below.

What you need

You will need Where to get it

Your IRD number

If you don't have this call us on 0800 227 774.

Your summary of earnings (if you earned salary or wages or schedular payments - formerly withholding payments)

You can get this information:

  • by using Look at account information under "Get it done online" (you'll need to be registered to use this service), or
  • we'll send you a summary of earnings in May, or you can request one under "Get it done online".

Any other income details, such as overseas, rental property, farming or business income

Any interest or dividend statements

Any taxable Maori authority distribution statements

Any portfolio investment entity investor statements

Statements, business income records etc.

If you're filing online

Your DLN (document lodgement number)

This is a 14-character number unique to you and the return you are filing. You can get it:

  • by calling us on 0800 377 774 if this is your first time filing your IR3 online
  • from your paper return (in the top right corner)
If you're filing by paper

An Individual income tax return (IR3) form

If we haven't automatically sent you an IR3 income tax return by May, you can:

  • download and print an Individual income tax return (IR3) under "Forms and guides", or
  • use the Request an IR3 taxpack service under "Get it done online", or
  • call INFOexpress on 0800 257 772 to request an IR3 (takes up to 10 working days). Remember to have your IRD number handy.

For help completing your IR3 return, see "Find out more" below.

How to file an IR3 return

You need to file your return by 7 July unless you have a tax agent or an extension of time.

You can file your return online or post it to us from May each year.

Online file your IR3 individual income tax return online under "Get it done online"
Paper complete an Individual income tax return (IR3) under "Forms and guides" and post it to us

If you can't file your return on time

If you can't file your return on time you can apply for an extension of time. If you don't file your return on time and haven't contacted us, you'll be charged a late filing penalty. See "Find out more" below for details.

What happens next

Once we process your completed IR3 we'll send you a return acknowledgement within 10 weeks. See "Find out more" below to learn about understanding your assessment.

Find out more

 


Date published: 01 Jul 2008

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