31 March is fast approaching. Here are a few reminders to get your filing in order.
D-status is available for you or your clients that may have exceptional circumstances.
Exceptional circumstances include:
- difficult personal circumstances (like serious illness)
- unavoidable difficulty or delay getting third-party information
- pending legal proceedings (third-party disputes)
- on-going Inland Revenue investigation into unresolved tax matters which affects the client’s ability to file their income tax return
- other circumstances beyond your or your client’s control (like a major computer systems failure or major fire/flood and client’s or tax agent’s records are unavailable, damaged or destroyed.
You can only apply for D-status if the client has an existing extension of time (EOT) or has received an L letter.
You can apply for D-status in myIR. We encourage you to have these requests done by 28 March.
There are reports available in myIR to help manage return filing:
- Unfiled returns report
- Client list report
- EOT dashboard
Income tax – more information requests
Before 31 March you need to check information with the client, review and/or add any additional income and confirm the assessment is correct. We will then issue an income tax assessment.
Your unfiled returns report will help you work out which clients still have ‘Income tax – more information’ requests that need to be checked and completed.
If you do not check and complete the request, please delink the client so we can work directly with the customer in the following year, and they can get their assessments sooner.