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.
Log in to myIR
Select the Portfolio investment entity account
Select the March period for the relevant tax year
Go to I want to and select More
Select Upload CFC or FIF disclosures
Upload and submit your disclosure
If you have less than 10 disclosures, you'll need to complete the relevant form and send it to us.
