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Forms and guides
Kimihia he parongo mo

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Companies and corporates forms and guides for Tax Agents

Title and summary Number

Annual imputation return guide 2002

A guide to help you complete the 2002 IR 4J imputation return and dividend withholding payment account return

IR4JG

Annual imputation return guide 2003

A guide to help you complete the 2003 IR 4J imputation return and dividend withholding payment account return

IR4JG

Annual imputation return guide 2004

A guide to help you complete the 2004 IR 4J imputation return and dividend withholding payment account return

IR4JG

Annual imputation return guide 2006

A guide to help you complete the 2006 IR4J imputation return and dividend withholding payment account return.

IR4JG

Annual imputation return guide 2007

A guide to help you complete the 2007 IR4J imputation return and dividend withholding payment account return.

IR4JG

Annual imputation return guide 2008

This guide is to help you complete the 2008 IR4J imputation return and dividend withholding payment account return.

IR4JG

Annual imputation return guide 2009

This guide is to help you complete the 2009 IR 4J imputation return and FDP (foreign dividend payment) account return.

IR4JG

Annual imputation return including dividend withholding payment account return 2002

This return is used to file the company's imputation returns separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2003

This return is used to file the company's imputation returns separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2004

This return is used to file the companies imputation returns separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2006

This form is used to file the company's imputation return separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2007

This form is used to file the company's imputation return separately from your income tax return.

IR4J

Annual imputation return including dividend withholding payment account return 2008

This form is used to file the company's imputation return separately from your income tax return.

IR4J

Application for a higher maximum pooling value

Use this form to apply for a higher maximum pooling value when calculating the depreciation of your assets using the pooling value.

IR719

Branch equivalent tax account return for companies

A branch equivalent tax account (BETA) is a memorandum account used to prevent double taxation of income.

IR408

Company shareholders' details 2002

Use this form to supply the shareholders details that need to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2006

Use this form to supply the shareholders details to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2007

Use this form to supply the shareholders details to be filed with the Income tax return companies (IR4).

IR4S

Company shareholders' details 2008

This form is for details of the 2008 shareholders, directors or relatives, and the associated company's IRD number.

IR4S

Company shareholders’ details 2009

This form is for details of the 2009 shareholders, directors or relatives, and the associated company's IRD number.

IR4S

Company tax return guide 2003

This guide is to help you complete your 2003 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2004

This guide is to help you complete your 2004 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2006

This guide is to help you complete your 2006 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2007

This guide is to help you complete your 2007 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2008

This guide is to help you complete your 2008 income tax, annual imputation and dividend withholding payment account returns.

IR4GU

Company tax return guide 2009

This guide is to help you complete your 2009 income tax, annual imputation and FDP (foreign dividend payment) account returns.

IR4GU

Consolidated groups

This service can be used to make a number of elections within a consolidated group.

IR495

Consolidation

This service outlines the rules for consolidation, under which a group of companies with the same shareholders can be treated as a single entity.

IR493

Declaration of an amalgamation

When two or more companies join together this form should be completed to tell us about the amalgamation. It must be completed by a representative of the company resulting from the amalgamation.

IR432

Dividend withholding payment account return 2003

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

IR4D

Dividend withholding payment account return 2004

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

IR4D

Dividend withholding payment account return 2005

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

IR4D

Dividend withholding payment account return 2006

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

IR4D

Dividend withholding payment account return - Maori authorities 2006

This return is used to declare your Maori authorities dividend withholding payments.

IR8D

Dividend withholding payment account return 2007

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

IR4D

Dividend withholding payment account return 2008

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

IR4D

Election to form a consolidated group

This form can be used when a number of companies form a consolidated group for tax purposes.

IR494

Election to form an imputation group

Use this form to action imputation group elections and the election of the nominated company. This form is to be completed by all companies forming the imputation group. We will issue the new imputation group an IRD number when we process the election form.

IR473

FDP (Foreign dividend payment) account Return 2009

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

IR4D

Foreign loss election or revocation

The term foreign loss is used to describe attributed foreign losses from a controlled foreign company (CFC) and/or attributed foreign investment fund (FIF) losses. A CFC is a foreign company controlled by five or fewer New Zealand resident shareholders. An FIF is a foreign entity in which a New Zealand resident has an interest. Complete this form to elect to retain foreign losses or revoke an election made previously to retain foreign losses. For more information please refer to the Qualifying companies, a guide to tax law (IR435).

IR444

Imputation

The dividend imputation system allows companies to pass on to their shareholders credits for the New Zealand income tax paid by the company. This means that shareholders get the benefit of the income tax that the company has paid. Imputation applies to income tax paid by New Zealand-resident companies for all income years from 1989 onwards.

IR274

Income tax return companies 2006

You would use this return if you are a company and you need to file a tax return for the year 2006 (1 April 2005 to 31 March 2006). You can also complete this online.

IR4

Income tax return companies 2009

Complete this return if you are a company and you need to file an IR4 tax return for the year 2009 (1 April 2008 to 31 March 2009).

IR4

Income tax return: Partnerships 2009

This return records the income details for your partnership for the period 1 April 2008 to 31 March 2009.

IR7

Income tax return: Companies 2007

Complete this return if you are a company and you need to file a tax return for the year 2007 (1 April 2006 to 31 March 2007). You can also complete this online.

IR4

Income tax return: Companies 2008

Complete this return if you are a company and you need to file an IR4 tax return for the year 2008 (1 April 2007 to 31 March 2008). You can also complete this online.

IR4

Income tax return: Partnerships 2007

Use this return to record the income details for your partnership. You can also complete this online.

IR7

Income tax return: Partnerships 2008

This return records the income details for your partnership for the period 1 April 2007 to 31 March 2008.

IR7

Imputation group maintenance

Use this form to join an existing imputation group, leave an imputation group and/or change the nominated company of an imputation group.

IR475

Interest in a foreign company disclosure schedule

Use this form to disclose your interest in a foreign company as well as the amount of income earned or loss generated from the foreign company. Complete a separate form for each foreign company in which you held an interest.

IR477

Interest in a foreign company disclosure schedule (for Schedule 3, Part A countries)

Use this form to disclose your interest in a foreign company as well as the amount of income earned or loss generated from the foreign company. Only use if the foreign company is resident in any country specified in Part A of Schedule 24 of the Income Tax Act 2007.

IR479

Interest in a foreign investment fund disclosure schedule (branch equivalent method)

If you have overseas investments, including, shares in a foreign company, units in a foreign units trust or an entitlement to a benefit from a foreign superannuation scheme or a life policy, you may need to calculate your income from these investments for tax purposes.

IR440

Interest in a foreign investment fund disclosure schedule (deemed rate of return method)

If you have overseas investments, including, shares in a foreign company, units in a foreign units trust or an entitlement to a benefit from a foreign superannuation scheme or a life policy, you may need to calculate your income from these investments for tax purposes. This form includes a worksheet so you can calculate your foreign investment fund (FIF) income or loss. It must be completed by a New Zealand resident person with an interest in a FIF who elects to use the deemed rate of return method, and a separate form for each FIF in which you held an interest should be completed.

IR443

Interest in a foreign investment fund disclosure schedule (accounting profits method)

If you have overseas investments, including, shares in a foreign company, units in a foreign units trust or an entitlement to a benefit from a foreign superannuation scheme or a life policy, you may need to calculate your income from these investments for tax purposes. This form includes a worksheet so you can calculate your foreign investment fund (FIF) income or loss. It must be completed by a New Zealand resident person with an interest in a FIF who elects to use the accounting profits method, and a separate form for each FIF in which you held an interest should be completed.

IR439

Interest on a foreign investment fund disclosure schedule (comparative value method)

If you are a New Zealand resident person who held, during the tax year, an attributing interest in a foreign investment fund (FIF) comprised of shares in a foreign company or units in a foreign unit trust and you elect to use the comparative value method to calculate your FIF income or loss, use this form for the calculation and complying with the disclosure requirements. Note that this form can only be used for income years ending prior to 31 March 2008.

IR441

Multiple interests in foreign investment fund disclosure schedule (comparative value method)

If you are a New Zealand resident person who held, during the tax year, an attributing interest in 10 or more foreign investment funds (FIF) comprised of shares in a foreign company or units in a foreign unit trust and you elect to use the comparative value method to calculate your FIF income or loss, use this form for the calculation and complying with the disclosure requirements. Note that this form can only be used for income years ending prior to 31 March 2008.

IR442

Notice of election to determine control and income interests on a daily measurement basis (Foreign company or FIF)

Use this form to determine the control and income interests in a foreign company on a daily measurement basis, or an income interest in a foreign investment fund (FIF) on a daily measurement basis where the accounting profits or branch equivalent methods are used to calculate FIF income or loss for that interest.

IR467

Qualifying companies

A qualifying company maintains its company structure but receives the taxation benefits of a partnership. In a qualifying company the shareholders will be personally liable for any income tax not paid by the company. This booklet is a complete guide to everything you need to know about qualifying company tax law.

IR435

Qualifying company or loss attributing qualifying company elections

You can use this form to elect to be either a qualifying company or a loss attributing qualifying company (LAQC) or both. To find out more about qualifying companies please see our Qualifying companies (IR435) booklet.

IR436

Ratio change declaration

Use this form when the imputation ratio and/or dividend withholding payment ratio of a subsequent dividend differs from that of the benchmark dividend.

IR407

Revocation of qualifying company or loss attributing qualifying company election

When you have elected to be either a qualifying company or a loss attributing qualifying company (LAQC), this form enables you to revoke that election. An election may be revoked by a resolution of the board of directors of the company and/or any shareholders who previously elected. The revocation of loss attributing qualifying company status will also cause loss of qualifying company status.

IR437

Trans-Tasman imputation election form

This service is for Australian companies wishing to maintain a tax imputation credit account in New Zealand. You can also complete this online.

IR488

Industry guidelines for general insurance reserving for income tax purposes

These industry guidelines set out the approach taken by Inland Revenue Corporates, Insurance Sector, to the calculation of reserves for general insurance including non-life riders on life insurance policies and reinsurance activities, but excluding life insurance.

Transfer pricing guidelines

Guide to the application of section GD 13 of New Zealand's Income Tax Act 1994. The guide provides a general overview of how the transfer pricing operates.

Interest in a foreign investment fund disclosure schedule for individuals and closely-held entities (fair dividend rate method)

This form enables a person who has calculated foreign investment fund (FIF) income or loss using the fair dividend rate method to disclose the required information about their interests. The form does not include a worksheet for calculating FIF income or loss. You can use our foreign investment fund calculator - go to "Work it out".

IR447

Interest in a foreign investment fund disclosure schedule (cost method)

This form enables a person that has calculated foreign investment fund income or loss using the cost method to disclose the required information concerning their interests. The form does not include a worksheet for calculating FIF income or loss. You can use our foreign investment fund calculator under "Work it out".

IR449

Interest in a foreign investment fund disclosure schedule for individuals and closely-held entities (comparative value method)

This form enables a person that has calculated foreign investment fund income or loss using the comparative value method to disclose the required information about their interests. The form does not include a worksheet for calculating FIF income or loss. You can use our foreign investment fund calculator under "Work it out".

IR448

Income equalisation deposit/refund form

This form includes all the information required to make a deposit to the income equalisation scheme, or to request a refund from the income equalisation scheme.

IR155
 

 


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