Claim tax credits as a shareholder-employee

All Income tax dates

Claim deducted tax being transferred to you from your company. You must be a shareholder-employee of that company.

Before you start

You'll need:

This is on the homepage once you've logged in.

You'll find this under 'Payments, refunds and returns'.

Follow the prompts to complete your return.

When choosing your income types, select Schedular payments. You'll need to enter:

You do not need to enter an amount for Total gross schedular payments unless your company paid you that way.

Other ways to do this

You may also report the amount you're being transferred in the paper form of your Individual tax return - IR3.

Include the amount of tax being transferred to you from the company in Box 12A.
Unless you received schedular payments yourself, do not enter an amount in Box 12B.
Include your shareholder-employee salary without tax deducted in Box 21.

We'll make the transfer when we get your company's income tax return - IR4 and your Individual tax return - IR3.