Tax return checklist

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.