Individual Tax Questionnaire & Checklist (IR3)
Complete this secure online questionnaire to help Guardian Accounting prepare your individual tax return with the right information, documents, and supporting details.
What The Individual Tax Questionnaire Is For
If you need to file an individual tax return in New Zealand, Inland Revenue needs a complete picture of your income for the year. This questionnaire is how Guardian Accounting gathers that picture. It walks through each type of income and expense that might apply to you, so nothing is missed and your IR3 return can be prepared accurately the first time.
Most people only need to answer a handful of the questions. The form covers salary and wages, interest and dividends, overseas income, rental property, self-employment, partnership and trust income, and claimable expenses. If a section does not apply to your situation, you simply answer no and move on.
Who Should Complete It
This form is for individuals filing an IR3 return. You may need to file one if you:
- Earn income where tax is not deducted at source
- Receive rental income from a property you own
- Are self-employed or work as a contractor
- Receive income from a partnership, trust, or estate
- Have overseas income to declare
- Have been asked by Inland Revenue to file a return
What To Have Ready
The form goes faster if you gather these before you start:
- Your IRD number and bank account details
- Income summaries, interest and dividend statements
- Rental income and expense records, if applicable
- Business income and expense records, if self-employed
- Receipts or records for any expenses you plan to claim
- Last year's tax return, if you have it