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Budget 2024 | The Government has announced proposed changes to personal income tax, the independent earner tax credit, in-work tax credit, the minimum family tax credit and the interest rate charged for overseas based student loans. They have also provided more information on FamilyBoost. Find out more:

We were aware of an issue that was impacting intermediaries who were trying to view their client’s income summary in myIR.

The ‘Income by type’ table that displays an overview of all income and deductions from each income type was missing from the income summary in myIR.

This issue has now been resolved and ‘Income by type’ table now shows as part of the income summary in myIR. We have also amended the date order of the income sources, so they are chronological from most recent to oldest.

You can also view this information by generating a 'Proof of income' document.

Previously, the ‘Print proof of income’ and ‘Print income details’ PDFs were found under a client’s Income summary.

Now, they are found within the Income tax account ‘More…’ menu under the 'My income' heading.

  • To view or download a summary of your client’s total income before taxes and the total amount of taxes that would be deducted click on 'Print proof of income'
  • To view or download a breakdown of your client’s income, including salary, wages, interest, and dividends click on 'Print income details'

The selection will default to the current year, however you can choose the date range to select the time period you want proof of income or income details for.

Last updated: 08 Nov 2021
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