Tax return checklist

To help us complete your tax return, we'll need the following items...

• your IRD number
• your full tax pack (if you have received one)
• information on all income (e.g. wages, benefits and rentals) including...
  • dividend advices
  • interest advices received from your bank or other investment institutions
  • any invoices that are eligible for tax deductible expenditure, e.g. expenditure on rental properties
  • receipts for any donations made or other rebate qualifying payments, e.g. childcare or home help
  • overseas shares held, including dividends received and the cost price of those shares any taxable Maori authority distribution statements
  • your previous year's tax return, including provisional tax details, if applicable.