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Investment income reporting through gateway services lets organisations securely file investment income information to us through defined service operations. Use this service to file investment income information or amend a previously filed return.

Investment income reporting through the gateway services is available for the following withholding tax product types:

  • Approved issuer levy (AIL)
  • Dividend withholding tax (DWT)
  • Interest pay as you earn (IPS)
  • Non-resident withholding tax (NRT)
  • Resident withholding tax (RWT)
  • Portfolio investment entities (PIE) attributed income (available from the end of April 2020). 

Gateway services capability for investment income reporting

The gateway service used for investment income reporting is the Return service. It provides the following capabilities through defined service operations:

Service operation Description
Prepop Not applicable for investment income reporting.
File Enables payers to submit investment income information for a specific reporting period and if required submit amendments to previously filed investment income information.
RetrieveStatus Provides the processing status of previously filed investment investment income information for a specific reporting period.
RetrieveReturn Provides a copy of previously filed investment income information for a specific reporting period.
RetrieveFilingObligation Not applicable for investment income reporting.
Retrieve list Not applicable for investment income reporting.

Investment income reporting - gateway services software developer kit

Investment income reporting business use cases

The following use cases are examples of sequences of the gateway service operations that can be used to achieve a specific business outcome when providing investment income information.

The numbers for each use case are the order in which these operations should be called when using this services.

Number Use cases File Retrieve status Retrieve return
1 File a single IIR return for a month period and subsequently optionally retrieve return status. 1 2*
2 File multiple IIR returns for a month period and subsequently optionally retrieve return status. 1 2*
3 Amend one or more line items in an IIR return as a single filer. 1
4 Amend one or more line items in an IIR return as a multi-filer. 1
5 Replace all data in an IIR return (Reverse Replace) - file an amended single IIR return the same period for all transactions. 1
6 Intermediary files an IIR return on behalf of a payer for a specific period and optionally retrieve return status. 1 2*
7 Retrieve IIR return as a single filer for the specific period. 1
8 Retrieve IIR return as a multi-filer for a specific period. 1* 2

Note: * indicates optional process steps 

Download detailed use cases and process flows for an investment income reporting tax type: