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Forms and guides
Kimihia he parongo mo

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Client maintenance forms and guides for Tax Agents

Title and summary Number

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

Business cessation

A form that businesses that officially cease trading can use to finalise their tax liabilities for GST and employer taxes. In most cases it will be quicker to cease your business over the phone - just call us on 0800 377 774.

IR315

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

Have you changed your name, address or phone number?

It is important that we hold your correct details so we can provide you with the information you require. This form enables you to notify us if you change your name, address, or phone number.

IR238

Client linking or delinking

Adding or removing a client from your tax agent client list.

IR795

Disputing a notice of proposed adjustment (NOPA)

If we propose to adjust a return you've filed, we'll generally send you a notice of proposed adjustment (NOPA) first. This guide tells you what to do if you receive a NOPA that you disagree with.

IR777

Disputing an assessment

This booklet follows the disputes resolution process from when you first want to dispute an assessment or Inland Revenue decision to what happens after a challenge is resolved in court.

IR776

E-File correspondence destination codes

List of codes to use when E-Filing correspondence to us.

IR733

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

Elect someone to make child support enquiries on your behalf

Use this form if you want someone to make enquiries on your behalf with Inland Revenue Child Support .

IR146

Existing client changes

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

IR793

Extension of time (EOT) arrangments 2002/2003

Section 37(4) of the Tax Administration Act 1994 (TAA) allows Inland Revenue to give the clients of tax agents extensions of time in which to file 2002 income tax returns up to, but not beyond, 31 March 2003.

IR9XA

Extension of time (EOT) arrangments 2003/2004

Section 37(4) of the Tax Administration Act 1994 (TAA) allows Inland Revenue to give the clients of tax agents extensions of time in which to file 2003 income tax returns up to, but not beyond, 31 March 2004.

IR9XA

Extension of time (EOT) arrangments 2004/2005

Section 37(4) of the Tax Administration Act 1994 (TAA) allows Inland Revenue to give the clients of tax agents extensions of time in which to file 2004 income tax returns up to, but not beyond, 31 March 2005.

IR9XA

Extension of time (EOT) arrangments 2001/2002

Section 37(4) of the Tax Administration Act 1994 (TAA) allows Inland Revenue to give the clients of tax agents extensions of time in which to file 2001 income tax returns up to, but not beyond, 31 March 2002.

IR9XA

If you disagree with an assessment

If you have had your tax return assement sent to you and you do not agree with our assessment, this is a guide to help you dispute it with us through the proper procedures.

IR778

Individual tax return for use by tax agents 2002

If you are a tax agent or tax agency you are required to fill in an IR3a tax return annually.

IR3A

Individual tax return for use by tax agents 2003

If you are a tax agent or tax agency you are required to fill in an IR3a tax return annually.

IR3A

Individual tax return for use by tax agents 2004

If you are a tax agent or tax agency use this IR3a form to complete your client's personal tax return.

IR3A

Motor vehicle reimbursing rate

This guide sets out the current mileage rate for employee reimbursement and self-employed people. The rate applies irrespective of engine size or whether your vehicle is powered by a petrol or diesel engine. The mileage rate does not apply to motor cycles.

New INFOexpress features for tax agents

To support tax simplification changes new features have now been added to our automated phone service, INFOexpress for tax agents.

IR721

Notice of proposed adjustment

Use this form if you want to change a return you've filed or you disagree with an assessment or decision that we've issued.

IR770

Notice of response

Use this form if you want to respond to a notice of proposed adjustment (NOPA) that we have sent out to you.

IR771

Notice to waiver a time bar

This notice must be signed and delivered to the Commissioner before the expiry of the relevant 4-year period.

IR775

Provisional tax estimation

Use this form to estimate or re-estimate your provisional tax. This service can be completed online.

IR309

Refund application - people leaving New Zealand

Complete this form if you are leaving New Zealand for more than 325 days and want an urgent refund.

IR50

Request for PAYE exemption on schedular payments

Complete this form if you are in business and want a PAYE exemption on schedular payments you receive. This service can also be completed online.

IR332

Tax agents' adjustment request form

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

IR796

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
 

 


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