Gather your information
You will need the:
- name and IRD number of the organisation
- total value of shares granted to all employees
- total value of employee contributions
- total number of employees receiving a grant of shares.
Download the form
Sign the form and email it to us
Send the completed form to exemptESS@ird.govt.nz.
What happens next
We will let you know that we have received your grant of shares information.
You need to complete this form annually and send it to us by 31 May after the tax year ends.