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Forms and guides
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Common forms and guides for Tax Agents
common

Title and summary Number

Accounts information

Completing an IR10 will help speed up the processing of your tax return. You do not have to include your financial records, although we may ask for themlater.

IR10

Accounts information for use by tax agents

Form to use to prepare account information to be returned, eliminating the need for returning full financial records.

IR10A

Application to be a tax agent, update your details or cease to be a tax agent

Use this form to become a tax agent or agency. If you are setting up as an agency, you will need to complete a separate form for each of the agency's representatives. You can also use this form to update your details, or cease to be a tax agent.

IR791

Ceasing a client's tax type

Use this form to request a tax type to be ceased for a client. You can also ask for the tax type to be delinked from your client list after the cessation has been processed.

IR794

Client linking or delinking

Form to use to add or remove a client from your tax agent client list.

IR795

Correspondence guidelines for tax agents

These guidelines outline the information required to help us consider your request as quickly as possible. The guidelines do not override any legislation, standard practice statements, publications or forms that have been released. Where there are standard practice statements, publications or forms, they must be followed.

Dividend withholding payment account return 2006

This return is used to declare your company's dividend withholding payments.

IR4D

E-File enrolment

Use this service to find out about Inland Revenue's electronic filing system for tax agents and to register for E-File.

IR798

Earthquake - tax information for agents

This factsheet gives you information on tax and income assistance available to your clients affected by the Christchurch earthquake.

AD109

Estate or trust income tax return guide 2007

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2006 to 31 March 2007.

IR6G

Estate or trust income tax return guide 2008

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2007 to 31 March 2008.

IR6G

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

Estate or trust income tax return guide 2010

This guide will help administrators of estates and trusts fill in their Income tax return: estate or trust (IR6) for the period 1 April 2009 to 31 March 2010.

IR6G

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

Existing client changes

Use this form to tell us about any changes needed to your client's records.

IR793

Fringe benefit tax return guide 2008

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

Fringe benefit tax return guide 2009

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

Fringe benefit tax return guide 2010

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

Fringe benefit tax return guide 2011

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

GST rate change guide

This guide provides general advice to help GST-registered individuals and businesses during the GST rate change.

GST106

Individual income tax return guide 2006

This guide is for helping you fill in your IR3 return for the 2006 year. If you received any other income apart from salary, wages, interest or dividends, you must file an IR3 return.

IR3G

Individual income tax return guide 2007

This guide is for helping you fill in your IR3 return for the 2007 year. If you received any other income apart from salary, wages, interest or dividends, and/or taxable Maori authority distributions you must file an IR 3 return.

IR3G

Individual income tax return guide 2008

This guide helps you fill in your IR3 return for the 2008 year.

IR3G

Individual income tax return guide 2009

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

IR3G

Individual income tax return guide 2010

This guide helps you fill in your IR3 return for the 2010 year.

Please refer to the AD20 for assistance with calculating your Provisional tax liability for the 2011 income tax year.

IR3G

Individual income tax return guide 2011

This guide helps you fill in your IR3 return for the 2011 year.

IR3G

Individual tax return 2007

Use this form to complete your individual tax return. This is for the 2007 year. You can also complete this online.

IR3

Individual tax return 2008

Use this form to complete your individual tax return. You can also complete this online. This is for the 2008 year.

IR3

Individual tax return 2009

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

IR3

Individual tax return 2010

Use this form to complete your individual tax return. This is for the 2010 year.

IR3

Individual tax return 2011

Use this form to complete your individual tax return. This is for the 2011 year.

IR3

Individual tax return for use by tax agents 2005

If you are a tax agent or tax agency use this IR3A form to complete your client's 2005 personal tax return.

IR3A

Individual tax return for use by tax agents 2006

If you are a tax agent or tax agency use this IR3A form to complete your client's 2006 personal tax return.

IR3A

Introducing KiwiSaver

Provides a summary of the KiwiSaver savings initiative and advises where you can go to get more information.

KS11

IR10 guide 2006

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

IRD number application - individual

Form to complete to get an individual IRD number.

IR595

IRD number application - non-individual

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

IR596

Qualifying company transition

You can use this form to if you have a qualifying company (QC) or loss attributing qualifying company (LAQC) and want to transition to become a sole tradership or partnership. To find out more about the transitional process please see our Qualifying companies (IR435) booklet.

IR891

StationeryXpress - Tax agent registration form

Use this service to register for Inland Revenue's online stationery ordering service which allows you to order bulk stationery.

IR599

Tax agents' adjustment request form

Use this form to request a minor adjustment to your client's account.

IR796

Changes to provisional tax for the 2011 income year

Tax rate changes announced in the 2010 Budget have affected the provisional tax calculations for the 2011 income year.

Please refer to this worksheet to help you recalculate your standard provisional tax liability in your 2010 IR3.

AD20
 

 


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