File a portfolio investment entity FIF disclosure, or 10 or more disclosures

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Income tax Dates

MAR 31

Income tax returns are due if you have an extension of time
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.

All Income tax dates

Gather your information

You will need the:

calculation method used
name of the investment
country of incorporation or tax residence
market value in New Zealand dollars at the beginning or end of your income year.

CFC and FIF disclosure spreadsheet XLSX 592KB Download form

Log in to myIR

Select the Portfolio investment entity account

Select the Portfolio investment entity account

Select the March period for the relevant tax year

Select the March period for the relevant tax year

Go to I want to and select More

Go to I want to and select More

Select Upload CFC or FIF disclosures

Select Upload CFC or FIF disclosures

Upload and submit your disclosure

Upload and submit your disclosure

Other ways to do this

If you have less than 10 disclosures, you'll need to complete the relevant form and send it to us.

File a foreign investment fund disclosure