Income tax Dates
Before you start
Check for any expenses you have relating to being paid schedular payments. You can claim these as schedular expenses.
In myIR, select 'Returns and transactions' in your Income tax account
Select 'File return'
Complete the steps and answer the questions.
At 'Secondary forms', you have the option to include a Financial statements summary - IR10.
At 'Income' you will see your schedular payments (Gross and total tax deducted).
Add your expenses relating to these payments under schedular expenses.
Continue through the steps to finalise your income tax return.
Complete Income tax return
Before you submit your return you can provide details of the expenses you have added.
Review the details and click 'Submit'.
You will receive confirmation the return has been sent to us.
Log in to myIR
What happens next
We’ll send you an income tax assessment. This shows if you:
- are due a refund
- have tax to pay
- have paid the right amount of tax during the year.
Your responsibilities
You may be asked to provide more information on the expenses you add to your income tax assessment.
Make sure we have your correct contact, bank account and income information.
Manage your investment income allocation from joint accounts. If you have supplied your investment income provider with your IRD number, you can do this in myIR.
You can update these any time during the tax year. The easiest way is in myIR.