File a Group investment fund return - IR44E

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Income tax Dates

MAR 31

Final date for ratio option provisional tax applications.
APR 7

End-of-year income tax and Working for Families bills are due if you have an extension of time to file your income tax return.
MAY 8

Provisional tax payments are due if you have a March balance date and use the standard, estimation or ratio options.

All Income tax dates

If you need to file a Group investment fund return - IR44E, you can do this in myIR along with your IR4 or IR6 income tax return.

Before you start

You will need:

the current value of all funds and investments
details of any previous loss attributable to investments and funds
details of any adjustments
the split of the distributed and undistributed Category B income.

In myIR, go to your income tax account

Then select 'More...'

Select 'File or amend a return'

Then select your income tax return.

Whether you need to complete an IR4 or IR6 will depend on what kind of income you have – category A or category B.

Follow the prompts to complete your return

Make sure you select the Group investment fund - IR44E.

Log in to myIR

myIR login

Other ways to do this

You can also complete your IR44E on paper.

Group investment fund return IR44E 2009 (PDF 96KB) Download return

Last updated: 24 Jun 2021