Timelines at the end of the tax year

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

If your income is already taxed before you get it, you can expect to hear from us by early June. If you have other types of income and need to file an income tax return (IR3), you can do this from early April until 7 July.

Here are the full details.

If you do not need to file a return

1 April to late May – gathering information
We’ll be gathering income and tax information from your employer or income provider, bank and investment providers.

Late May to July – we send assessments and requests for more information
We send most income tax assessments between 27 May and 10 June if you use myIR, including requests for more information. If you do not use myIR, you'll get it later in the post. If we’re waiting on income information from someone who pays you, you may not get your assessment until July.

If you’re due a refund

We pay refunds when we process income tax assessments, so not everyone will get theirs at the same time.

If you’ve got a bill

Most people need to pay their tax by 7 February the year after receiving a bill. For example, a tax bill for the 1 April 2022 to 31 March 2023 tax year is due on 7 February 2024.

Refunds and tax bills

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

If you need to file an income tax return – IR3

Early April to May – returns available
If you use myIR and have to file an IR3 return, we'll email or text you to let you know your return is in myIR ready for you to file. If you do not use myIR, we'll send you a paper return in late March or early April. If anyone who paid you needs to send us information about those payments, we recommend you wait until June to file your return. For example, salary or wages, benefits or taxable pensions, interest, or income from KiwiSaver or any other portfolio investment entity (PIE).

Late May – we get your PIE and other income information
If you received income from a Kiwisaver provider or other portfolio investment entity (PIE), or any of the above income types, you need to include this in your return. If you have myIR, we will automatically include this income in your online return once we get it from your provider.

June to 7 July – file your return
You need to send us your completed IR3 by 7 July unless you have a tax agent or have received an extension of time.

Individual income tax return - IR3