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Transforming Inland Revenue Te Whakahou i te Tari Taake

How to file a GST return in myIR

This is a transcript for the video on how to file a GST return in myIR.

Visual:

Inland Revenue's logo displays before fading out. The title "HOW TO: File a GST return in myIR" appears and then fades out.

Audio:

Music plays softly in the background throughout the video.

Narrator

In this video you’ll find out how to file a GST return through myIR Secure Online Services.

We’re continuing to make improvements based on your feedback, so please note some things may change.


Visual:

Screenshot of the myIR 'Home" screen. Mouse arrow moves to right-hand-side of screen and clicks on GST>

Narrator:

To get started, log in to myIR and select the GST tile in the 'Accounts' tab.


Visual:

Screenshot of the GST screen in myIR.

Narrator:

Before you file your GST, you’ll need your total sales and income, and your total spending – including purchases and expenses.


Visual:

Mouse pointer scrolls across page and then moves up to 'Account alerts' which is circled. Mouse pointer moves across page to 'I want to ...' tab and then down to 'file a return'.

Mouse pointer then moves down to ''File return (Due 28-June-2018)' in 'Periods'. A rectangular box is shown around 'File return (Due 28-June-2018)'.

Narrator:

There are 3 ways to access your return – in your Account alerts, under “File a return” in the “I want to…” tab, or beside the period you need to file for. Select one of these to begin filing your return.


Visual:

The rectangular box visual vanishes and is replaced with a greyed out 'Filing option' page.

Home > Game of Homes > GST > GST return is highlighted.

Narrator:

The navigation bar along the top will help you see where you are in the process of filing your GST.


Visual:

'Filing option' page is no longer greyed out.

Narrator:

Not every step needs to be completed. For example, if you don’t need to pay provisional tax then this step won’t appear.


Visual:

On the 'Filing option' page the 'Select an option' box is highlighted with a blue circle. The mouse pointer slides over to and clicks on  'Next'

Narrator:

At step 1, you can choose the filing option that suits you. Here we’ll show you the steps you need to take if you choose ‘I know my total sales and purchases’.


Visual:

'Sales and income' page is shown, under 'Sales and income' heading 'Total sales and income' box is briefly coloured blue. The figure 12,345.00 is entered into the box.

Narrator:

In step 2, put in your sales and income information.


Visual:

Mouse pointer moves up to question mark in blue circle sitting to the right-hand-side of 'Sales and income'. The question mark icon is briefly highlighted with a blue circle.

Narrator:

The question mark icons provide extra information if you need help.


Visual:

Mouse pointer moves along and down from question mark in blue circle sitting to the right-hand-side of 'Sales and income' to 'Debit adjustments' Yes No boxes are highlighted with a circle.

Narrator:

If you have debit adjustments, select ‘Yes’.


Visual:

Mouse pointer moves along and down to 'Next' on right-hand-side of screen. Screen displays 'Purchases and expenses' screen. Under 'Purchases and expenses' the 'Total purchases and expenses' box fills with 9,876.00. The GST figure of 1,288.17 is automatically displayed in the box underneath - 'Total GST paid'.

Mouse pointer moves across to 'Credit adjustments' and hovers over the Yes No boxes.

Narrator:

In step 3, put your total purchases and expenses. And any credit adjustment details.


Visual:

Screen is now the 'Provisional Tax Payment' screen.  'Payment Calculation' section has boxes to include 'Total voluntary amount of provisional tax payment you would like to make', this box fills in with the figure 1800.00. GST to pay calculates automatically underneath it as 322.05. A final figure of GST and/or provisional tax to pay 2,122.05 shows.

Mouse pointer moves to 'Next' box in middle of page on right-hand-side.

Narrator:

Step 4, if you pay provisional tax you’ll need to put in the instalment amount due.


Visual:

Screenshot of 'Review' page showing steps 1, 2, and 3 on one page. Background of page is greyed out and the figures entered are highlighted.

Mouse pointer moves to 'Declaration' box on lower left-hand-side underneath the figures. A tick sign appears and is circled in grey. The mouse pointer then moves to the right-hand-side of the page and clicks 'Next'.

Narrator:

In step 5, review the information you’ve provided before submitting it. If the information is correct, tick the declaration box and select “Next”.


Visual:

Screenshot of 'Payment' page showing 'Payment due' and. Screen is greyed out and the figures in  'Estimated penalties and interest' are highlighted.

Narrator:

If the return is a debit and it is late, you will be shown the forecasted penalties and interest.


Visual:

Mouse pointer moves up from bottom right-hand-side to 'Payment due $2,467.40'. Mouse hovers over Yes No buttons and selects Yes. Blue circle appears around Yes No buttons.

Narrator:

If your GST is on time and there is an amount to pay, you can make a direct debit payment while you’re completing your return. Simply follow the prompts.


Visual:

Screenshot of myIR GST screen. Mouse pointer moves up the screen to the right-hand-side of the screen and hovers over 'Make a payment' and then across to the 'Pay balance' links.

Narrator:

Alternatively, you can make a payment from your Visa or Mastercard credit or debit card after you have completed your return by using the Make a payment or Pay balance links in your GST account.


Visual:

Screen shot of 'Credit transfer' screen.  Mouse pointer moves up to 'Yes' 'No' buttons circled in green. Mouse pointer moves down to 'Next' button on right-hand-side.

Narrator:

If the return is a GST credit, you will be asked if you want to transfer the credit.


Visual:

Bank account details screenshot. Mouse pointer moves to Yes No buttons underneath 'Add a bank account'. Yes button is selected. Bank account details boxes appear.

Narrator:

If the return is a credit but there is no GST bank account saved, you will be asked to add a bank account.


Visual:

Attachments screen appears. 'Add correspondence and 'Add receipts' buttons are individually highlighted. A green circle appears around the 'Add correspondence'. Lastly - the 'Submit' button is highlighted.

Narrator:

You can also add any attachments (i.e. supporting credit assessments) here.


Visual:

A screenshot of the 'Confirmation' page appears with details of what has been submitted to Inland Revenue. 'Printable copy' and 'Close' buttons are highlighted.

Narrator:

A confirmation will appear. Select ‘OK’ to return to the MyIR homepage

We hope you found this video helpful.