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myIR, payments and more

Requesting instalment arrangements for clients

You can submit an instalment arrangement proposal for your client if they can’t pay their assessment in full and on time.

Direct debit

You can set up a direct debit instalment arrangement in myIR on behalf of your client for:

  • Approved issuer levy (AIL)
  • Common Reporting Standard (CRS)
  • Foreign Account Tax Compliance Act (FATCA)
  • Fringe benefit tax (FBT)
  • Gaming machine duty (GMD)
  • Goods and services tax (GST)
  • Non-resident withholding tax (NRWT)
  • Portfolio investment entity (PIE)
  • Resident withholding tax (RWT)
  • Residential land withholding tax (RLWT)
  • RWT on interest (IPS)

If the direct debit needs to include any other account types you won’t be able to use this service.

We’ll email your client to approve your request before the instalment arrangement is set up.

Other instalment arrangements

For any other arrangement you’ll need to submit an instalment arrangement proposal. We'll need your client's:

  • name
  • IRD number
  • address
  • contact details
  • account type(s) and period(s) for the arrangement.

We also need to know the amount they're proposing to pay, when and how they'll make payments.

Include as much information as you can to support the proposal so we can make a decision. This can include:

  • bank statements
  • financial statements
  • profit and loss accounts
  • your client’s financial position, eg assets, liabilities and cash flow forecast
  • a completed Disclosure of financial position (IR590).

You can submit your client’s proposal:

  • online with our instalment arrangement proposal service
  • using secure mail in myIR
  • by calling us.

If your client’s account is case-managed, their case manager will need to submit the proposal.
Your client will need to file any outstanding returns for us to assess before we can make a decision. We’ll respond to your proposal within five working days and will contact you if we need more information. Your client should make the payments requested in the proposal during this time. We won’t charge some penalties during this time.