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Delays to response times: It's taking longer than usual to answer calls and myIR messages, including for unclaimed money. You may be able to use self-service options in myIR. You can also find information on our website by typing in what you want to do in the search bar. Thank you for your understanding. Log in to myIR

In myIR, select 'Returns and transactions' in your Income tax account

Select 'File return'

Complete the steps and answer the questions.

At 'Secondary forms', you have the option to include a Financial statements summary - IR10.

At 'Income' you will see your schedular payments (Gross and total tax deducted).

Add your expenses relating to these payments under schedular expenses.

Continue through the steps to finalise your income tax return.

Complete Income tax return

Before you submit your return you can provide details of the expenses  you have added.

Review the details and 'Submit'.

You will receive confirmation the return has been sent to us.

Log in to myIR

What happens next

We’ll send you an income tax assessment. This shows if you:

  • are due a refund
  • have tax to pay
  • have paid the right amount of tax during the year.

My responsibilities

You may be asked to provide more information on the expenses you add to your income tax assessment.

Make sure we have your correct contact, bank account and income information.

Manage your investment income allocation from joint accounts. If you have supplied your investment income provider with your IRD number, you can do this in myIR.

You can update these any time during the tax year. The easiest way is in myIR.

Last updated: 26 May 2021
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