Income tax assessment – more information required

Income tax Dates

MAR 28

AIM instalments are due if you file GST monthly and have a March balance date.
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.

All Income tax dates

Who gets a request for more information

From late May to the end of July, we process income tax assessments, so not everyone will get theirs at the same time.

If you have a tax agent, you or your tax agent (if they get your mail) will receive an Income tax assessment - more information required notice if you have:

other income to tell us about
any joint bank accounts earning interest
expenses to claim against your income
schedular payments
ACC attendant care payments.

What you need to do

Check the details we’ve provided and tell us about:

any missing or incorrect information
any income over $200 (before tax) you received that is not showing on the request for more information
changes to your contact information
changes to your bank account details
expenses you are eligible to claim against your income.

Once you’ve checked all of the details and made any changes, you need to complete your assessment.

Respond to the request for more information - income tax assessments

Expenses you can claim

You can claim these expenses against your income:

the cost for someone to complete and file your income tax return or assessment. For example, any amount you paid an accountant or tax agent
commission on interest or dividend income (but not bank fees)
interest you paid us if you were late paying your tax
expenses against your schedular payments
interest on money you borrowed to invest – if the investment will produce taxable income
premiums on loss of earnings insurance – if the benefit from the policy is taxable income.

Types of individual expenses

What happens next

If we do not hear from you within 45 days (or by 31 March of the following year if your tax agent has an extension of time), we'll complete your assessment on the basis that the information we have is correct.

We will send you a finalised income tax assessment to let you know if you:

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

Automatically issued income tax assessments