Individual income tax forms and guides for Tax Agents (by keyword)

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Individual income tax forms and guides for Tax Agents

Title and summary	Number
Individual tax return for use by tax agents 2008 If you are a tax agent or tax agency use this IR3A form to complete your client's 2008 personal tax return.	IR3A
KiwiSaver employee details This form is for employers to enrol eligible employees in KiwiSaver.	KS1
KiwiSaver for new employees This flow diagram provides an overview of the KiwiSaver process for new employees - how they can opt out, what will happen if they remain KiwiSaver members, and where to go for further information.	KS8
KiwiSaver for employers This flow diagram provides an overview for employers dealing with KiwiSaver for their employees.	KS9
Fa'alauiloaina o le KiwiSaver (Introducing KiwiSaver - Samoan translation) O loo iai se otootoga o le fuafuaga mo teugatupe a le KiwiSaver, ma faasino ia te oe le itu e te aga'i i ai mo nisi faamatalaga atili.	KS27
About working for families tax credits for IR3 return filers This is a guide to help you complete your working for families end of year square up (IR541) form that we send you as an IR3 return filer	IR513
Accounts information for use by tax agents This form assists in preparing account information to be returned, eliminating the need for returning full financial records.	IR10A
Direct selling Direct selling is quite different from other ways of doing business in New Zealand. This guide provides you with information on meeting your tax obligations when you are a distributor for a direct selling organisation in New Zealand.	IR261
Entertainment expenses This guide will help businesses understand the rules for claiming their business entertainment expenses. These rules limit the deduction of certain types of entertainment expenses for income tax and GST.	IR268
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 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 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
Extension of time (EOT) arrangments 2005/2006 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 2005 income tax returns up to, but not beyond, 31 March 2006.	IR9XA
Extension of time (EOT) arrangments 2006/2007 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 2006 income tax returns up to, but not beyond, 31 March 2007.	IR9XA
Extension of time (EOT) arrangments 2007/2008 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 2007 income tax returns up to, but not beyond, 31 March 2008.	IR9XA
Extension of time (EOT) arrangements 2008/2009 Section 37(4) and section 37(5) of the Tax Administration Act 1994 (TAA) allows Inland Revenue to give the clients of tax agents extensions of time in which to file 2008 income tax returns up to, but not beyond, 31 March 2009.	IR9XA
Extension of time (EOT) arrangements 2009/2010 Section 37(4) and section 37(5) of the Tax Administration Act 1994 (TAA) allows Inland Revenue to give tax agents clients extensions of time to file 2009 income tax returns up to, but not beyond, 31 March 2010.	IR9XA
Guidelines for completing the 2006 accounts information 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
Income tax return (Registered superannuation funds) - 2005 Use this return to file details of the taxable income, trustee details and disclosures for a registered supperannuation fund. Please see the Registered superannuation funds' return guide - 2005 (IR44G) for further information.	IR44
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 tax return 2002 Use this form to complete your personal tax return.	IR3
Individual tax return 2003 Use this form to complete your personal tax return. This return can also be completed online.	IR3
Individual tax return 2004 Use this form to complete your personal tax return. You can also complete this online. This is for the 2004 year.	IR3
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.	IR3
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 for use by tax agents 2009 If you are a tax agent or tax agency use this IR3A form to complete your client's 2009 personal tax return.	IR3A
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
Information for salary and wage earners Factsheet with income tax information for salary and wage earners, including personal tax summaries, refunds, summary of earnings and IR3.	IR723
Inland Revenue audits guide A guide to our audits for business people and investors.	IR297
IR56 taxpayer registration Form to use to register as an IR56 taxpayer.	IR359
IRD number application - individual You can complete this form to get an individual IRD number.	IR595
Maori community officer service This pamphlet provides information on how your Maori community officer can help you and how to contact them.	IR286
New Zealand tax residence guide This guide explains who is a New Zealand resident for tax purposes. The tax residence rules are different from the normal New Zealand immigration residency rules.	IR292
Non-resident income tax return guide 2003 This guide is designed to assist non-residents in completing their income tax return, the IR3NR, and will assist in determining who qualifies as a non-resident for taxation purposes.	IR3NRG
Non-resident income tax return guide 2004 This guide is based on New Zealand tax law at the time of printing and does not take into consideration any double taxation agreements that may apply.	IR3NRG
Non-resident income tax return guide 2005 This guide is based on New Zealand tax law at the time of printing and does not take into consideration any double taxation agreements that may apply.	IR3NRG
Non-resident income tax return guide 2006 This guide is based on New Zealand tax law at the time of printing and does not take into consideration any double taxation agreements that may apply.	IR3NRG
Non-resident income tax return guide 2007 This guide will help non-residents complete their income tax return - IR3NR, and help determine who qualifies as a non-resident for tax purposes. This guide is for the 2007 income year.	IR3NRG
Non-resident income tax return guide 2008 This guide helps you fill in your IR3NR return for the year 2008 year.	IR3NRG
Overseas private pensions This guide explains the tax obligations for people who have an interest in a private superannuation scheme or life insurance annuity policy that is outside New Zealand. If you are a New Zealand tax resident and you hold an interest in an overseas scheme or policy, you may have to include income from it in your New Zealand tax return. This guide explains the rules that apply.	IR257
Overseas social security pensions If you are a New Zealand tax resident, generally you will have to pay income tax on your overseas social security pension in New Zealand. This guide explains the tax obligations for people who receive social security pensions from outside New Zealand.	IR258
Paid parental leave application for an employee This form is for applying for paid parental leave payments, if you're an employee taking parental leave from your job. This form also provides information for employees on paid parental leave and who is eligible.	IR880
Prescribed investor rate This chart provides information about prescribed investor rates (PIR) and shows you what your correct rate should be.	IR861
Putting your tax returns right If you've made a mistake or filed an incorrect tax return, it's best to tell us about it before we find out in some other way. This guide will help you put your tax returns right.	IR280
Registered superannuation funds' return guide 2002 All superannuation funds registered with the Government Actuary must file an Income tax return registered superannuation funds (IR44) return. This guide provides you with all the information you need to know when filing and IR44.	IR44g
Rental income This guide explains the tax rules for people who own rental property. It is intended for people who own one or two rental properties, or who have boarders or flatmates rather than larger property investors. We recommend that you use a tax advisor or an accountant if you have several rental properties or are a commercial operator.	IR264
Rental income schedule The form to complete for each property you rent out. It can now be completed online if you file your IR3 return online.	IR3R
Retiring allowances and redundancy payments This leaflet explains the rules for taxing lump sum payments for retiring allowances and redundancy payments.	IR277
Sale or disposal of financial arrangements This form is used for declaring the sale or disposal of financial arrangements and includes any government stock or local authority stock.	IR3K
Schedule of beneficiary's estate or trust income Any beneficiary who receives income or certain distributions from either a foreign trust or a non-qualifying trust must fill in this form. It helps us make sure that these distributions are taxed correctly in the hands of beneficiaries. (If a beneficiary is in more than one trust, complete a separate form for each.) Beneficiaries in qualifying trusts do not need to complete this form.	IR307
Statutory declaration This form is a statutory declaration you can use to prove your relationship with a child in your care who needs an IRD number.	IR595D
Tax code declaration Form for employees to complete when starting their job or changing their tax code.	IR330
Tax credit (formerly rebate) claim form Complete this form to claim tax credits for donations, childcare and/or a housekeeper. The claim form is not year-specific – you will need to write which year you are claiming your tax credit for.	IR526
Taxes and the taxi industry This guide provides useful information about tax issues for taxi drivers and owner-operators. It includes information on registering for and accounting for GST as well as income and employer returns.	IR272
The rule book With the growth of professionalism in all levels of sport, more and more sportspeople are receiving payments of some kind. As a sportsperson you need to know how the tax rules affect you - you may have responsibilities you're not aware of. This guide will provide you with information about what your tax obligations are as a professional sportsperson.	IR248
What you need to know about personal tax summaries This is a factsheet about personal tax summaries.	IR522
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
Understanding your summary of earnings Helps you to understand the summary of earnings (IR 544) form.	IR514
Individual tax return for use by tax agents 2007 If you are a tax agent or tax agency use this IR3A form to complete your client's 2007 individual tax return.	IR3A
Buying and selling residential property This guide will help you to understand whether you should be paying tax when you sell a property and tells you about your responsibilities. It will help you decide whether you need to get more information or professional advice.	IR313
Property transactions questions and answers (Hindi translation) This guide will help you understand whether you should be paying income tax when you sell a property, and whether you need to get more information or professional advice.
Property transactions questions and answers (Maori translation) This guide will help you understand whether you should be paying income tax when you sell a property, and whether you need to get more information or professional advice.
Property transactions questions and answers (Chinese translation) This guide will help you understand whether you should be paying income tax when you sell a property, and whether you need to get more information or professional advice.
Property transactions questions and answers (Korean translation) This guide will help you understand whether you should be paying income tax when you sell a property, and whether you need to get more information or professional advice.
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
Redundancy tax credit guide Leaflet explaining whether you are entitled to a redundancy tax credit and how to claim it.	IR524B
Changes to provisional tax for the 2008/09 year This leaflet explains how the individual income tax changes announced in Budget 2008 affect provisional tax calculations for the 2008/09 year.	IR490
Portfolio investment entity information for non-residents that invest in PIEs This guide contains information for non-residents that invest in portfolio investment entity (PIEs).	IR858
Portfolio investment entity: a guide for PIEs From 1 October 2007, eligible entities can become portfolio investment entities (PIEs). This guide contains information about PIEs including how to become a PIE, cessations, allocation and calculation periods, tax calculations, tax credits and losses, investors and returns.	IR860
Portfolio investment entity: Information for individuals who invest in PIEs A portfolio investment entity (PIE) is a new type of entity (such as a managed fund), that invests the contributions from investors in different types of investments. This guide contains information for resident individuals who invest in PIEs.	IR855
Portfolio investment entity: Information for trustees who invest in PIEs A portfolio investment entity (PIE) is a new type of entity (such as a managed fund), that invests the contributions from investors in different types of investments.This guide contains information for trustees who invest in PIEs.	IR856
Portfolio investment entity: Information for companies that invest in PIEs A portfolio investment entity (PIE) is a new type of entity (such as a managed fund), that invests the contributions from investors in different types of investments. This guide contains information for companies that invest in PIEs.	IR857
Accounts information Completing an IR10 form helps speed up the processing of your tax return. If an IR10 is completed, financial records don't have to be included, although they may be requested later.	IR10
Non-resident income tax return guide 2009 This guide helps you fill in your IR3NR return for the year 2009 year.	IR3NRG
Computer-assisted audits A guide to computer-assisted audits for business people and investors.	IR297a
Payroll giving Payroll giving is a voluntary scheme available from 7 January 2010. Employers can offer payroll giving to their employees if they file their Employer monthly schedule (EMS) IR348 and Employer deduction form (EDF) IR345 electronically using ir-File. You pass your employee's donations on to the chosen donee organisation and reduce their PAYE with a tax credit for payroll donations.	IR617

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