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Forms and guides Ngā puka tāke me ngā puka tohutohu

Financial statements summary - Tax agents IR10A (past years)

Use for past years

Completing a Financial statements summary IR10A will help speed up tax return processing. You do not have to include the financial records, although we may ask for them later.  Use this IR10A form to complete summaries for past years.

Our IR10 guide for past years will help you complete this summary.

Generally, you will need to complete an IR10A if your clients are:

  • are self-employed
  • receive other income
  • are claiming expenses against income.