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Filing a tax return

You can file tax returns to IR individually or in bulk.

Before you can see the button for filing

Role permissions

You need to have the Administrator role. Alternatively, if your practice has opted-in to additional tax-related roles, you can use the Compliance Administration role to see the button for filing.

Return status

Update the return status to Ready to file

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The tax return must have a status of Ready to file.

If you sent the return to your client for review via the portal, and if the client approved the return via the portal, the status of a tax return is automatically updated to Ready to file.

If you've sent the tax return to your client manually, when the client sends the signed return back to you, you need to update the status individually or in bulk:

  • To update individually: Open the return and click Client approved & signed. This updates the status of the return to Ready to file. You need to do this for each tax return that is sent and signed manually.

  • To update in bulk:

    1. Go to TaxCompliance list in either All clients or client-centric view.

    2. Select the Pending signature status tab and either:

      • select the checkboxes next to each tax return that you want to mark as ready to file

      • if you're in All clients view, select the checkbox next to the Client name column header to mark all tax returns as ready to file.

    3. Click Ready to file.

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    If you're updating the status of multiple returns in bulk, depending on how many returns you're updating, not all returns will update immediately. It can take roughly 10 seconds to update 100 returns. You can go to TaxCompliance list at the top of the page to refresh and see how many returns remain in the Pending signature status tab above the list.

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    If you sent the return manually, but you can't see the Client approved & signed button, check the return status. If the status is In progressIn review or Ready for client review, follow the steps in Sending a tax return to a client - NZ.

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    If you want to make any changes before lodging, click Send for rework.

Filing to IR

Filing tax returns in bulk

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  1. Go to TaxCompliance list in either All clients or client-centric view.

  2. Select the Ready to file status tab to display only the tax returns that can be filed and to display checkboxes next to the tax returns to allow the returns to be selected.

    286 Ready to file highlighted beneath the Compliance list filters

  3. Either:

    • select the checkboxes next to each tax return that you want to file

    • if you're in All clients view, to select all tax returns that are ready to file, select the checkbox next to the Client name column header.

    The File button and the number of selected tax returns are displayed above the list of returns.

    The File button and the number of selected tax returns above the list of returns

    Don't see the button in your MYOB Practice page? Check if your practice has any Access Management restrictions.

  4. Click File. The File with IR confirmation dialog window appears.

    File with IR confirmation dialogue window saying "286 items selected. Are you sure you want to file these with Inland Revenue?" and a Cancel and File (286) button

  5. Click File.
    A message confirming that the returns were sent is displayed at the top of the page. The returns won't be filed or rejected until IR has finished processing the returns.
    When you reload or return to the page, any returns that have finished being sent are cleared from the list.
    The returns you selected go through the bulk sending process one at a time. So if you selected many returns to bulk send, they may not all have finished being sent yet when you refresh.

After IR has processed the returns, the returns will have either a Filed or Rejected status. You can select the Filed or Rejected status tabs above the Compliance list to display only the returns with that status. You can also see more details about the filing status when you open individual returns.

Filing response message at the top of the Compliance list

The filed data is also used to update Data reconciliation, including income tax, assessments and transfers. Also in Data reconciliation: 

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    when you file an IR3 or IR3NR with an attached Student loan (SLS) or Working for families (WFF) schedule:

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      a tax return assessment transaction will be created for the corresponding tax type and under the corresponding period

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      for transfers in, if any filed tax return has a transfer out targeting the corresponding tax type and under the corresponding period, a corresponding transfer in transaction will be created.

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    when you file an IR526 for Tax credits (REB), the transactions created will include tax return assessments, refunds and transfers out.



Filing individually from within a tax return

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  1. Open the client's Tax return page and click Client approved and signed on the top-right of the page. The status of the tax return changes to Ready to file and the File with IR button appears.

  2. Click File with IR.

    File with IR button highlighted on the top-right of the Tax return page

    Don't see the button in your MYOB Practice page? Check if your practice has any Access Management restrictions.

    After IR has processed the returns, the returns will have either a Filed or Rejected status. You can select the Filed or Rejected status tabs above the Compliance list to display only the returns with that status. You can also see more details about the filing status when you open individual returns.

    Filing response message at the top of the Compliance list

    The filed data is also used to update Data reconciliation, including income tax, assessments and transfers. Also in Data reconciliation: 

    • Tick

      when you file an IR3 or IR3NR with an attached Student loan (SLS) or Working for families (WFF) schedule:

      • Tick

        a tax return assessment transaction will be created for the corresponding tax type and under the corresponding period

      • Tick

        for transfers in, if any filed tax return has a transfer out targeting the corresponding tax type and under the corresponding period, a corresponding transfer in transaction will be created.

    • Tick

      when you file an IR526 for Tax credits (REB), the transactions created will include tax return assessments, refunds and transfers out.

Troubleshooting filing issues

To solve common errors that you can receive when validating a return, check the errors and warnings page.

Credentials error

If your myIR credentials have changed or you haven't filed in a while, you might receive the message:

Error message saying "We can't file your return with Inland Revenue because the myIR credentials expired. Renew myIR credentials"

To resolve this error, renew your myIR credentials from MYOB Practice.

Renew the myIR credentials

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  1. On the error message, click Renew myIR credentials. The Agency details page appears.

  2. Click Renew myIR credentials on the top right of the page. The login page of the myIR website appears.

    Renew myIR credentials button highlighted on the top right of the Agency details page

  3. Enter your login details and click Login. The Agency details page appears.

If the myIR login details are incorrect, you'll see a message on the myIR page.

Each staff member using gateway services will need their own myIR logon, so you might need to set up unique myIR logins for staff that don't already have one. Learn more about Filing tax returns using Inland Revenue gateway services.