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Forms and guides
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Trusts and estates forms and guides for Tax Agents

Title and summary Number

Election to pay income tax on trustee income

Use this form to elect to pay income tax on the trustee income of foreign or non-qualifying trusts. Making this election means that the trust becomes a qualifying trust.

IR463

Estate or trust beneficiary details

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6) .

IR6B

Estate or trust beneficiary details 2003

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust beneficiary details 2005

This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6).

IR6B

Estate or trust income tax return guide 2006

This booklet is designed for administrators of estates and trusts, as a step-by-step guide to the Income tax return: estate or trust (IR6).

IR6G

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

Foreign trust disclosure

Use this disclosure form if you administer a foreign trust.

IR607

Income tax return: Estate or trust 2002

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2003

If you are an administrators of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2004

If you are an administrators of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2005

If you are an administrators of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2006

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2007

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2008

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2009

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2010

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Income tax return: Estate or trust 2011

If you are an administrator of a trust or estate you can use this form to file your IR6 tax return.

IR6

Settlors of trusts disclosure

Use this form to disclose a settlement of a trust.

IR462

Trusts and estates income tax rules

An explanation of how estates and trusts are taxed.

IR288

A guide to associated persons definitions for income tax purposes

This booklet contains information to help you to identify when a person is associated with another person for income tax purposes.

IR620
 

 


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