Change your investment income allocation from joint accounts

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Income tax Dates

MAY 7

AIM instalments are due if you have a March balance date.
MAY 7

Provisional tax payments are due if you have a March balance date and use the standard, estimation or ratio options.
MAY 28

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

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