Change your investment income allocation from joint accounts

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Income tax Dates

JUL 29

AIM instalments are due if you file GST monthly and have a March balance date.
AUG 28

AIM instalments are due if you have a March balance date.
AUG 28

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

All Income tax dates

You can view your investment income in myIR, including from joint accounts.

If you think the amount you’ve been allocated from a joint account is wrong, you can also change this in myIR.

What happens next

Your ownership percentage and income will be updated from the dates you’ve given us, including a past date if needed.

Any other owners of the joint account will not have their ownership percentage updated. They will need to make their own requests separately.

Last updated: 29 Jun 2021