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Kimihia he parongo mo

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Individual income tax forms and guides for Tax Agents


Title and summary Number

IR9XA Tax agents' extension of time (EOT) agreement

Tax agents' extension of time agreement

IR9XA

Associated persons definitions for income tax purposes IR620

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

IR620

Accounts information for use by tax agents (2012 and earlier)

Form to use to prepare account information to be returned, eliminating the need for returning full financial records.

IR10A

Buying and selling residential property

This guide will help you 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

Changes to provisional tax for the 2011 year

Tax rate changes announced in the 2010 Budget have affected the provisional tax calculations for the 2011 income year.

Please refer to this worksheet to help you recalculate your standard provisional tax liability with your 2010 IR3NR.

AD45

Clubs or societies return guide 2013

Use this guide to help you complete the Income tax return: Clubs or societies 2013 (IR9).

IR9GU

Clubs or societies return guide 2014

Use this guide to help you complete the Income tax return: Clubs or societies 2014 (IR9).

IR9GU

Clubs or societies return guide 2015

Use this guide to help you complete the Income tax return: Clubs or societies 2015 (IR9).

IR9GU

Clubs or societies return guide 2016

Use this guide to help you complete the Income tax return: Clubs or societies 2016 (IR9) for the period 1 April 2015 to 31 March 2016.

IR9GU

Confirming your Personal tax summary

This guide helps you to confirm your personal tax summary (PTS) online using myIR and to update your bank account details on your PTS.

IR521

Financial statements summary for use by tax agents (from 1 April 2014 to 31 March 2015)

Form to use to prepare account information to be returned, eliminating the need for returning full financial records. Note: This form is to be used for returns for the 2015 tax year only. IR10A returns for previous years can be found under 'Forms and guides'.

IR10A

Financial statements summary for use by tax agents (for 2013 and 2014)

Form to use to prepare account information to be returned, eliminating the need for returning full financial records. Note: This form is to be used for returns for the 2013 and 2014 tax years. For returns from 2012 or previous years please use the Accounts information for use by tax agents (2012 or earlier) IR10A which you can find under 'Forms and guides'.

IR10A

Financial statements summary for use by tax agents (from 1 April 2015 onwards)

Form to use to prepare account information to be returned, eliminating the need for returning full financial records. Note: This form is to be used for returns for the 2016 tax year only. IR10A returns for previous years can be found under 'Forms and guides'.

IR10A

Is there tax to pay on property I sell? (IR314)

This guide helps you work out if you need to pay tax on a property sale. This guide isn't intended for builders, developers or dealers.

IR314

IRD number application - resident individual IR595

Complete this form if you're a resident individual to get an IRD number.

IR595

Income equalisation deposit/refund form (IR155)

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

Income tax in your first year of business

This factsheet explains your income tax obligations in your first year of business. Find out about filing your income tax returns, what expenses you can claim, and when and how you can pay your income tax.

IR325

Income tax return: Clubs or societies 2011

Use this return to file your club or society yearly income and expenses information for the 2011 income year, from 1 April 2010 to 31 March 2011.

IR9

Income tax return: Clubs or societies 2012

Use this return to file your club or society yearly income and expenses information for the 2012 income year, from 1 April 2011 to 31 March 2012.

IR9

Income tax return: Clubs or societies 2013

Use this return to file your club or society's yearly income and expenses information for the 2013 income year, from 1 April 2012 to 31 March 2013.

IR9

Income tax return: Clubs or societies 2014

Use this return to file your club or society's yearly income and expenses information for the 2014 income year, from 1 April 2013 to 31 March 2014.

IR9

Income tax return: Clubs or societies 2015

Use this return to file your club or society's yearly income and expenses information for the 2015 income year, from 1 April 2014 to 31 March 2015.

IR9

Income tax return: Clubs or societies 2016

Use this return to file your club or society's yearly income and expenses information for the 2016 income year, from 1 April 2015 to 31 March 2016.

IR9

Individual tax return for use by tax agents 2010

Form for tax agents or tax agencies to use to complete their client's 2010 personal tax return.

IR3A

Individual tax return for use by tax agents 2011

Form for tax agents or tax agencies to use to complete their client's 2011 personal tax return.

IR3A

Individual tax return for use by tax agents 2012

Form for tax agents or tax agencies to use to complete their client's 2012 personal tax return.

IR3A

Individual tax return for use by tax agents 2013

Form for tax agents or tax agencies to use to complete their client's 2013 personal tax return.

IR3A

Individual tax return for use by tax agents 2014

Form for tax agents or tax agencies to use to complete their client's 2014 personal tax return.

IR3A

Individual tax return for use by tax agents 2015

Form for tax agents or tax agencies to use to complete their client's 2015 personal tax return.

IR3A

Individual tax return for use by tax agents 2016

Form for tax agents or tax agencies to use to complete their client's 2016 personal tax return.

IR3A

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

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

Information for non-residents 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 non-residents who invest in portfolio investment entities (PIEs).

IR858

Information for salary and wage earners

This factsheet explains when you may be required to receive a personal tax summary (PTS) or file a tax return at the end of the tax year (31 March). This factsheet has replaced What you need to know about personal tax summaries (IR522).

IR723

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

KiwiSaver employee details

This form is for employers to enrol eligible employees in KiwiSaver.

KS1

KiwiSaver for employers

This flow diagram provides an overview for employers dealing with KiwiSaver for their employees.

KS9

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

Land sales and GST

This factsheet gives you a general overview of the GST rules that apply when you buy or sell land.

IR730

Leaving New Zealand and filing a tax return

This factsheet tells you what to do if you’re leaving New Zealand and want to file a tax return before the end of the tax year.

IR1005

New Zealand tax residence guide IR292

This guide explains who is a New Zealand resident for tax purposes. The tax residence rules are different from the New Zealand immigration residency rules.

IR292

Non-resident income tax return guide 2011

This guide helps you fill in your IR3NR return for the 2011 tax year.

IR3NRG

Non-resident income tax return guide 2012

This guide helps you fill in your IR3NR return for the 2012 tax year.

IR3NRG

Non-resident income tax return guide 2013

This guide helps you fill in your IR3NR return for the 2013 tax year.

IR3NRG

Non-resident income tax return guide 2014

This guide helps you fill in your IR3NR return for the 2014 tax year.

IR3NRG

Non-resident income tax return guide 2015

This guide helps you fill in your IR3NR return for the 2015 tax year.

IR3NRG

Non-resident income tax return guide 2016

This guide helps you fill in your IR3NR return for the 2016 tax year.

IR3NRG

Overseas pensions and annuity schemes

This guide explains your tax obligations if you have an interest in a foreign superannuation scheme or you receive an overseas periodic pension.

IR257

Overseas social security pensions

If you're a New Zealand tax resident, generally you'll 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

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

Penalties and interest (IR240)

This guide explains why we charge penalties and interest. It also tells you about the different types of penalties and interest and how to avoid them.

IR240

Prescribed investor rate

This factsheet provides information about prescribed investor rates (PIR) and shows you what your correct rate should be.

IR861

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 (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 (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.

Property transactions questions and answers (Māori 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.

Putting your tax returns right IR280

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

Redundancy and retirement allowance - tax and entitlements

This factsheet explains how your redundancy payment or retirement allowance will be taxed and how redundancy or retirement may affect your entitlements.

IR1009

Rental income (IR264)

This guide explains the tax rules for people who own rental property. It's meant for people who own one or two rental properties only. If you have several rental properties or you're a commercial operator, we recommend you use a tax advisor or accountant.

IR264

Rental income schedule IR3R

The form to complete for each property you rent out. You can complete it online if you file your IR3 return online.

IR3R

Resident withholding tax (IR4K)

Use this form to make a resident withholding tax (RWT) on dividends return and payment. This form is not to be used for RWT deducted from specified dividends - instead use an IR17P.

ir4k

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

Form to use to return a beneficiary's income and taxable distributions from a foreign or non-complying trust.

IR307

Self-employed or an employee? (IR336)

Leaflet outlining the difference between a self-employed person and an employee.

ir336

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

Statutory declaration

This form is a statutory declaration you can use to prove your relationship with a child in your care when applying for paid parental leave.

IR880D

Tax credit claim form 2014

Complete this form to claim tax credits for donations for the tax year 1 April 2013 to 31 March 2014.

IR526

Tax credit claim form 2015

Complete this form to claim tax credits for donations for the tax year 1 April 2014 to 31 March 2015.

IR526

Tax credit claim form 2016

Complete the IR526 Tax credit claim form 2016 to claim tax credits for donations for the tax year 1 April 2015 to 31 March 2016.

IR526

Tax guide for the taxi and shuttle industries

This factsheet is to help those in the taxi and shuttle industry understand their tax entitlements and obligations. It covers getting started and ongoing tax requirements.

IR135

Tax information for bands and entertainers (IR1035)

This factsheet has information for anyone who entertains for profit. It explains the tax requirements for any income earned from this activity.

IR1035

Tax rules for holiday homes

This factsheet explains the tax rules applying to a "mixed-use" holiday home. Your property may be a mixed-use holiday home if you rent it to the public for short-term stays.

IR1021

Understanding your summary of earnings IR514

This guide explains what you need to do with a summary of earnings, what is on a summary of earnings, how we work out the amounts shown and what details need to be transfered over to your IR3 return.

IR514

Using myIR Secure Online Services is easy (IR1001)

Use this factsheet to find out what you can do using our myIR Secure Online Services. Our online services make it easier and faster to deal with your tax needs and obligations.

1001

Portfolio investment entity - a guide for PIES (IR860)

This guide provides information for entities that are looking to become a PIE and for existing PIEs.

IR860

Income tax return: Clubs or societies 2017 IR9

Use this return to file your club or society's yearly income and expenses information for the 2017 year.

IR9

Non-resident income tax return guide 2017 IR3NRG

Use this guide to help you complete your Income tax return - Non-resident individual taxpayers 2017 IR3NR.

IR3NRG

About Working for Families Tax Credits (IR513)

Use this guide to understand how we work out your Working for Families Tax Credits entitlement if you're an IR3 filer.

IR513

Individual tax return for use by tax agents 2017 IR3A

Use this return to complete your clients' individual tax return for the 2017 year.

IR3A

Clubs or societies income tax return notes 2017 IR9N

Use these notes to help you complete the Income tax return: Clubs or societies (IR9) for the 2017 year.

IR9N

Clubs or societies return guide 2017 IR9GU

Use this guide to help you complete the Income tax return: Clubs or societies 2017 (IR9) for the 2017 year.

IR9GU

Debt options information (IR592)

This information sheet describes briefly what options you have if you owe amounts to us.

IR592

Paid parental leave (PPL) application (IR880)

This form is for applying for paid parental leave payments. It also has information on paid parental leave and who is eligible.

IR880