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Software providers Kaiwhakarato Pūmanawa Rorohiko

Investment income reporting through file upload services

Investment income reporting through our file upload service enables payers to send investment income information to us more frequently and with more detail on a specific reporting period.

Investment income reporting through our myIR file upload service is available for the following withholding tax product types:

  • Approved issuer levy (AIL)
  • Dividend withholding tax (DWT)
  • Interest pay as you earn (IPS)
  • Non-resident withholding tax (NRT)
  • Resident withholding tax (RWT)
  • Portfolio investment entities (PIE) attributed income

Information about investment income reporting

Find out more about the legislative changes for investment income reporting – including the information required, the change to the frequency of reporting and when this comes into effect.

Find out how to opt-in to investment income reporting as an existing payer or new payer of withholding taxes
PDF | 537KB | 8 pages

Investment income reporting business use cases

The following are examples of sequences of the myIR file upload service that could be used to achieve a specific business outcome when providing investment income information for the relevant withholding tax types.

Number Investment income reporting
(IIR) use cases
File Amend
1
File an IIR return for a month period for all
payees (csv file) - monthly or irregular monthly filer
1
 
2
File multiple IIR returns for all payees (csv file)
for a month period as a multi filer
1
 
3
Amend one or more line items in an IIR
return and resubmit (csv file)
 
1
4
Intermediary files an IIR return for all payees (csv file) on behalf of
a payer for a specific period
1
 

Investment income reporting specifications for file upload

This document provides the detailed specifications for investment income reporting through myIR for:

  • Approved issuer levy (AIL) file upload service (CSV format)
  • Dividend withholding tax (DWT) file upload service (CSV format)
  • Interest pay as you earn (IPS) file upload service (CSV format)
  • Non-resident withholding tax (NRT) file upload service (CSV format)
  • Resident withholding tax (RWT) file upload service (CSV format)

Investment Income Reporting File Upload Specification v1.1
PDF | 687kb | 51 pages

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PIE attributed income reporting specification for file upload

This document provides the updated detailed specifications for submitting PIE Periodic Returns, Annual Reconciliation Return and Investor Certificates via the file upload service.

This specification may be used to submit returns made for the tax year 31 March 2020, but must be used from tax year 31 March 2021 onwards.

PIE File Upload Specification v1.0
PDF | 685kb | 44 pages

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Test a file - File upload service

You can send files to us to test their compatibility with our investment income reporting specification for the following withholding tax types.

  • Approved issuer levy (AIL)
  • Dividend withholding tax (DWT)
  • Interest pay as you earn (IPS)
  • Non-resident withholding tax (NRT)
  • Resident withholding tax (RWT)