Make a payment
Forms and guides Ngā puka tāke me ngā puka tohutohu

Search forms

Most of our information has been moved to our new site. However you can still find all forms and guides here.

Forms starting with: F

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Title and summary Number

This FATCA user guide provides instructions about how to register with and report to Inland Revenue for FATCA purposes

Completing an IR10 will help speed up the processing of your tax return. You do not have to include your financial records, although we may ask for them later. Note: Use this form for returns for the 2016 tax year onwards.

IR10

This factsheet explains the tax rules that apply to a lump sum withdrawn or transferred from a foreign superannuation scheme.

IR1024

This guide will help you with your family trust obligations under the CRS if you're a Reporting NZFI or account holder.

IR1053

This guidance is for financial institutions to help them understand their obligations to identify and report on U.S. reportable accounts as part of their due diligence requirements under the FATCA Intergovernmental Agreement.

IR1083

This guidance sets out how FATCA will apply to New Zealand collective investment vehicles and what FATCA obligations such entities will have.

IR1084

This guidance is for Reporting New Zealand financial institutions (Reporting NZFIs) carrying out FATCA due diligence and reporting under New Zealand's FATCA Inter-governmental Agreement (IGA) with the United States.

IR1085

Use this high level checklist to find out the Foreign Account Tax Compliance Act (FATCA) status of your trust.

IR1086

This guidance sets out how we consider the Foreign Account Tax Compliance Act (FATCA) applies in New Zealand to trusts that maintain or hold financial accounts.

IR1087

This factsheet sets out your FATCA obligations if you hold or control New Zealand financial accounts.

IR1090

Form to use to prepare account information to be returned, eliminating the need for returning full financial records. Note: This form is to be used for returns for the 2016 tax year only. IR10A returns for previous years can be found under 'Forms and guides'.

IR10A

This guide takes a brief look at what you have to do when you decide to employ workers. It also tells you how to register with Inland Revenue as an employer.

IR333

If you are in farming, you can declare farming income using this form, then attach it to your yearly tax return.

IR3F

A guide to help employers with their fringe benefit tax (FBT) requirements.

IR409

This worksheet assists employers who pay fringe benefit tax to calculate their quarterly return.

IR417

Use this return if you’re an employer who files FBT quarterly.

IR420

Use this return to file FBT if you're a company with shareholders-employees - the period covered is the same as your companies income tax return.

IR421

Use this return if you're an employer (including companies) who files FBT annually - 1 April to 31 March.

IR422

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

This guide helps employers complete their fourth quarterly or annual income year FBT returns. It can also be used for employers completing their final FBT return after ceasing employment.

IR425

The term foreign loss is used to describe attributed foreign losses from a controlled foreign company (CFC) and/or attributed foreign investment fund (FIF) losses. A CFC is a foreign company controlled by five or fewer New Zealand resident shareholders. An FIF is a foreign entity in which a New Zealand resident has an interest. Complete this form to elect to retain foreign losses or revoke an election made previously to retain foreign losses. For more information please refer to the Qualifying companies, a guide to tax law (IR435).

IR444

This guide explains the tax rules relating to the foreign investment fund (FIF) rules and sets out obligations for investors.

IR461

Form (IR607A) to use to register your foreign trust. Trusts formed after 21 February 2017 can use this form. Trusts that existed on or before 21 February 2017 must register by 30 June 2017.

IR607

Use this (IR607) disclosure schedule if you administer a foreign trust and need to provide requested contact details for each person connected to the trust.

IR607A

Return (IR900) to use to send us annual return details for each foreign trust

IR900

Schedule (IR900A) to use to provide details of settlements and distributions made over the year

IR900A