Skip to main content

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

Information requirements

If your company ceases to be a resident for tax purposes you need to send us the:

  • name, IRD number and contact address of the company
  • total amount of dividends paid
  • total amount of tax withheld
  • total amount of imputation credits provided
  • imputation ratio.

The following information is required for each of the income recipients who received dividends:

  • their name
  • their contact details (email, street address or mobile phone number)
  • the amount and type of income paid to them
  • the tax withheld from the income
  • the date the tax was withheld
  • the imputation credits attached, if any.

If it is available, you need to provide the following information for each of the income recipients who received dividends:

  • their IRD number
  • their date of birth
  • the tax rate they provided.

You must provide the name of any joint owners. If held, you also need to provide the following information for any joint owners:

  • IRD number
  • date of birth
  • contact details - email, street address  or mobile phone number.

You will need to report this electronically unless you have an exemption.

This is all due within 3 months of your company ceasing to be a resident for tax purposes.

Filing investment income electronically

Correcting errors in investment income reporting

Last updated: 29 Jun 2021
Jump back to the top of the page