Income tax assessment – more information required

Income tax Dates

JAN 15

AIM instalments are due if you have a March balance date.
JAN 15

Provisional tax payments are due if you have a March balance date and use the standard, estimation or ratio options.
JAN 29

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

All Income tax dates

We work out your tax for you if we have your income information for the tax year – 1 April to 31 March. For example, if your income is from salary or wages. In some cases, we’ll ask you for more information or to confirm the information we already have.

Who gets a request for more information

You'll get an Income tax assessment - request for more information if you have:

other income to tell us about
expenses to claim against your income
schedular payments
ACC attendant care payments.

We send these requests from late May to the end of July, so not everyone will get theirs at the same time.

If you have a tax agent that gets your mail, we'll send the request to them instead.

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 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 received 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
have tax to pay
paid the right amount of tax during the year.

When we work out your tax for you: income tax assessments