From the end of May through to the end of July, we will be issuing automatic income tax assessments for most New Zealanders.
For tax agents, there have been minimal changes to the process from last year. All individual clients of tax agents (excluding IR3 filers and those with no reportable income) will receive an 'Income tax – more information request' letter. If your client’s income tax mail is being redirected, you will receive it. Otherwise, it will go directly to your client.
'Income tax – more information request' letter
Clients who have been issued an 'Income tax – more information request' letter that requires finalising, will display a filing expectation of ‘Auto-issued – more info’ under the ‘Individual filing group’ column on your client list report.
You (or your client) must review this information, add any additional income or expenses, and finalise:
- before 31 March 2024 if your client has an extension of time (EOT)
- within 45 days if your client doesn’t have an EOT.
The date that you or your client need to finalise this information depends on your client’s situation and will be confirmed in the letter. You can see your clients' 2023 EOT status by filtering the ‘Current year EOT status’ column on your client list report.
If you are using gateway services software to send income tax returns to us, you may be able to confirm or amend the ‘Income tax - more information request’ in your software. Talk to your software provider to find out if they offer this functionality. If you don’t use gateway services or are unable to do this in your software, you or your client can use myIR to finalise the assessment.
We encourage you to confirm these as soon as possible so your clients are aware of their end-of-year tax position and receive any refund they may be entitled to (including Working for Families).
For more help, read Income tax for individual clients of tax agents: