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Budget 2024: The Government has announced FamilyBoost, a proposed new childcare payment to help eligible families with the rising costs of Early Childhood Education (ECE). Find out more: Beehive.govt.nz

From the end of May through to the end of July, we will be issuing automatic income tax assessments for most New Zealanders.

All individual clients of tax agents (except for 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

Your client list report will display a filing expectation of ‘Auto-issued – more info’ under the ‘Individual filing group’ for clients who have been issued an 'Income tax – more information request' letter.

You or your client must review this information, add any additional income or expenses, and finalise it:

  • before 31 March 2025 if your client has an extension of time (EOT)
  • within 45 days if your client does not 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' 2024 EOT status by filtering the ‘Current year EOT status’ column on your client list report.

Use gateway services or myIR

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 do not use gateway services or are unable to do this in your software, you or your client can use myIR to finalise the assessment.

Confirm as soon as possible

Please confirm these assessments as early as possible so your clients can understand their end-of-year tax position and receive any refund they may be entitled to (including Working for Families).

Read more about income tax for individual clients of tax agents.

Income tax for individual clients of tax agents

Last updated: 13 May 2024
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