Amend an investment income return by file upload

All Income tax dates

If you make a mistake in an investment income return, you can correct it in myIR by uploading a new CSV file with the amended information.

The new CSV file will replace the original return submitted.

Create an updated CSV file

You’ll need details of:

Update your original CSV file with the correct information. Make sure the 'assessment/reassessment status' is 'R'.

Select the 'Returns' tab and select 'View of amend return' for the period that needs to be amended.

Then select ‘Amend return’ in the ‘I want to…’ section.

Select an amendment reason (for example, 'calculation error’) and briefly explain how the mistake happened.

Select ‘upload file’. Follow the onscreen instructions to choose your updated CSV file.

If the file is uploaded successfully, then you need to confirm the information being submitted is true and correct.

If there are any errors in your file, an error report is displayed onscreen and you need to correct them before you can upload the file.

If you need to make a payment, you can pay by direct debit, credit card or debit card now.

You can also choose to pay later.

Only select ‘final return’ if you are no longer going to be paying investment income.

A confirmation page will show once the return has been submitted.