Earthquake - tax information for agents

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

GST rate change guide

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

Accounts information (2012 and earlier)

Completing an IR10 will help speed up the processing of your tax return. You don't have to include your financial records, although we may ask for them later.

Note: Use this form for returns for the 2012 and previous tax years. For returns for 2013 and onwards use the Financial statements summary (IR10) which you'll find under "Forms and guides".

Accounts information for use by tax agents (2012 and earlier)

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

Note: this form is to be used for returns for the 2012 tax year and previous years. For returns for 2013 and onwards please use the Financial statements summary for use by tax agents (IR10A) which you can find under "Forms and guides".

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.

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.

Client linking or delinking

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

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.

E-File registration

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

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.

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.

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.

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.

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.

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.

Existing client changes

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

Financial statements summary (2013 onwards)

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 them later.

Note: Use this form for returns for the 2013 tax year and onwards. For returns for 2012 and previous tax years, use the Accounts information (IR10A) which you can find under "Forms and guides".

Financial statements summary for use by tax agents (2013 onwards)

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

Note: this form is to be used for returns for the 2013 tax year onwards. For returns from 2012 or previous years please use the Accounts information for use by tax agents (IR10A) which you can find under "Forms and guides".

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.

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.

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.

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.

Fringe benefit tax return guide 2012

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.

Fringe benefit tax return guide 2013

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.

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.

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.

Individual income tax return guide 2008

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

Individual income tax return guide 2009

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

Individual income tax return guide 2011

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

Individual income tax return guide 2012

This guide helps you fill in your IR3 return for the 2012 year.

Individual income tax return guide 2013

This guide helps you fill in your IR3 return for the 2013 year.

Note: This guide differs from the version in print. An update has been made to page 42.

Individual tax return 2006

Use this form to complete your personal tax return. You can also complete this online. This is for the 2006 year.

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.

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.

Individual tax return 2009

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

Individual tax return 2010

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

Individual tax return 2011

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

Individual tax return 2012

Use this form to complete your individual tax return. This is for the 2012 year.

Individual tax return 2013

Use this form to complete your individual tax return. This is for the 2013 year.

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.

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.

IRD number application - individual

Form to complete to get an individual IRD number.

IRD number application - non-individual

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

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.

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.

Tax agents' adjustment request form

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

Tax credit claim form 2012

Complete this form to claim tax credits for donations, childcare and/or a housekeeper. This form can only be used for claims for the tax year 1 April 2011 to 31 March 2012.

If you are making a claim for the years 2000-2011, or 2013 please use the Tax credit claim form 2000-2011 (IR526) or the Tax credit claim form 2013 (IR526) - see "Note" below.

Tax credit claim form 2013

Complete this form to claim tax credits for donations for the tax year 1 April 2012 to 31 March 2013. If you are making a claim for the years 2011 and before, or the 2012 year, please use either the Tax credit claim form 2000-2011 (IR526) and/or the Tax credit claim form 2012 (IR526).

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.