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Portfolio investment entity (PIE) file transfer service

(To use this service you need a user ID and password)

About this service

This service allows PIEs, tax agents and nominated persons to file either PIE periodic returns or PIE annual reconciliation statements and associated investor certificates.

When to use this service

Use this service if you are a PIE that elected the:

  • exit filing option (HM 42)
  • quarterly filing option (HM 43)
  • provisional tax filing option (HM 44)
What you will need

Your Online Services userID and password.

If you have not yet registered, please follow the Register link.

If you have registered and have received your password, please use the Login link.

You will also need:

  • the PIE's IRD number
  • your PIE return details for the relevant period, or
  • your annual reconciliation details for the relevant period, and/or
  • your investor certificate details.

You will also need a copy of the File Transfer Specification setting out the required electronic format in which the return data is to be sent. A copy of the latest specifications can be obtained from our Significant Enterprises unit on 0800 443 773.

Tax agents and nominated persons must be linked to the PIE's tax type to use this service.

After you finish

You will receive a message of acknowledgement.

If you want to make any changes to the data you entered, call us on 0800 443 773.

This service may require you to send confidential information to Inland Revenue so it is located on a secure part of our website to prevent unauthorised interception. If you are unable to access this service, your browser and/or firewall settings may need updating.

Inland Revenue takes online security very seriously. We have systems in place to protect the information you provide us, and regularly update our standards and technology to provide protection for your personal information.

You play an important role in protecting your information by taking basic precautions to protect your computer and data. You should keep your computer secure, only deal online with people and organisations you know and trust, and check that your personal information travels across the internet on secure connections.

There are many resources about computer security (such as websites, books and magazines) that can help guide you on what security precautions are appropriate for your situation.