File a Group investment fund return - IR44E

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Income tax Dates

MAY 7

AIM instalments are due if you have a March balance date.
MAY 7

Provisional tax payments are due if you have a March balance date and use the standard, estimation or ratio options.
JUL 29

AIM instalments are due if you file GST monthly and have a March balance date.

All Income tax dates

If you need to file a Group investment fund return - IR44E, you can do this in myIR along with your IR4 or IR6 income tax return.

Before you start

You will need:

the current value of all funds and investments
details of any previous loss attributable to investments and funds
details of any adjustments
the split of the distributed and undistributed Category B income.

In myIR, go to your income tax account

Then select 'More...'

Select 'File or amend a return'

Then select your income tax return.

Whether you need to complete an IR4 or IR6 will depend on what kind of income you have – category A or category B.

Follow the prompts to complete your return

Make sure you select the Group investment fund - IR44E.

Log in to myIR

Other ways to do this

You can also complete your IR44E on paper.

Group investment fund return IR44E 2009 (PDF 96KB) Download return

Last updated: 24 Jun 2021