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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

Claim deducted tax being transferred to you from your company. You must be a shareholder-employee of that company.

Before you start

You'll need:

  • your IRD number
  • the amount of deducted tax you're being transferred
  • your shareholder-employee salary.

In myIR, go to your income tax account

This is on the homepage once you've logged in.

Select 'More...'

Select 'File or amend a return...'

You'll find this under 'Payments, refunds and returns'.

Select your Individual income tax return - IR3

Follow the prompts to complete your return.

When choosing your income types, select Schedular payments. You'll need to enter:

  • the amount of tax being transferred to you from your company 
  • your shareholder-employee salary without tax deducted.

You do not need to enter an amount for Total gross schedular payments unless your company paid you that way.

 

Log in to myIR

What happens next

We'll make the transfer when we get your company's income tax return - IR4 and your Individual tax return - IR3.

You may also report the amount you're being transferred in the paper form of your Individual tax return - IR3.

  • Include the amount of tax being transferred to you from the company in Box 12A.
  • Unless you received schedular payments yourself, do not enter an amount in Box 12B.
  • Include your shareholder-employee salary without tax deducted in Box 21.
Last updated: 28 Apr 2021
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