File a Group investment fund return - IR44E

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Income tax Dates

JUL 28

AIM instalments are due if you file GST monthly and have a March balance date.
AUG 28

AIM instalments are due if you have a March balance date.
AUG 28

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

All Income tax dates

Gather your information

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.

Log in to myIR

myIR secure online services

Go to your return and follow the prompts

Select your income types.
Enter the required information.
Complete any additional forms that apply to your situation.

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