Fillable Tailored tax code or tailored tax rate application (Inland Revenue Department New Zealand)

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Tailored tax code or tailored tax rate application (Inland Revenue Department New Zealand)

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The Tailored tax code or tailored tax rate application (Inland Revenue Department New Zealand) form is 2 pages long and contains:

  • 0 signatures
  • 9 check-boxes
  • 67 other fields

Country of origin: NEW-ZEALAND
File type: PDF

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Complete this if you:
• need to apply for a tailored tax code, or
• use a WT tax code and need to apply for a tailored tax rate.
To help with the processing of your application, make sure you have answered all the questions relevant to you and have
signed this form. We’ll send this application back if any information is missing.
1. Your IRD number
(8 digit numbers start in the second box. )
2. Your name or the name of the
partnership, trust or company
(do not show a trade name).
Mr Mrs Miss Ms
3. Your postal address
Street address or PO Box number
Suburb, box lobby or RD
4. Your contact phone number
( )
5. Tick this box if you’re applying for a 0% tailored tax rate and you:
• are a contractor working for a labour hire business (eg recruitment agency) and are receiving schedular payments
usingthe WT tax code (not salary or wages), and
• have a good record of filing returns and making payments on time, covering a period of at least the last 12 months.
Let us know the name of the payer under a labour hire
arrangement ie. the name of the recruitment agency
If you tick this box go straight to completing the declaration on the back of the form.
6. Your NZ Super/Veteran’s pension number from Work and Income, if applicable
7.
Give the reason why you’re applying for a tailored tax code or rate. If you have losses to carry forward, detail them here. Please see
the end of this form for situations where tailored tax codes do not apply.
8. Tick one option to show which income you want your tailored tax code or rate to apply to. You can use your tailored tax code or tax
rate for 1 employer. To use a tailored tax code or tax rate for another employer you can complete another application.
Which employer would you like this tailored tax code or tax rate for:
NZ Super/Veteran’s pension Employment (print the name of your employer below).
9. In the boxes below estimate all the income you will receive before tax, between 1 April and 31 March for the tax year you have
specified above.
Gross salary and wages. Show your employer’s name and the amount you’ll earn. Include taxable benefits or weekly ACC
payments here. If you have more than three employers, use a separate sheet of paper and attach it to this form.
Employer’s name
IRD number
Tax code
Will you be employed
for the full year?
Yes No If not, enter dates: Start Stop
Employer’s name IRD number
Tax code
Will you be employed
for the full year?
Yes No If not, enter dates: Start Stop
Employer’s name IRD number
Tax code
Tailored tax code or tailored
tax rate application
IR23BS
November 2019
Year ending 31 March
Will you be employed
for the full year?
Yes No If not, enter dates: Start Stop
Gross income
Gross annual NZ Super/Veteran’s pension (don’t include any overseas social security pensions such
as the UK National Retirement Pension)
Type of NZ Super/Veteran’s pension
you are receiving
Single (living alone) Single (sharing)
Married, in a civil union or
de facto relationship
Will you be receiving
for the full year?
Yes No If not, enter dates: Start Stop
Gross overseas social security pensions or benefits
Will you be receiving
for the full year?
Yes No If not, enter dates: Start Stop
Gross overseas private pensions
Will you be receiving
for the full year?
Yes No If not, enter dates: Start Stop
Schedular payments (eg commission to real estate and insurance agents).
Expenses Gross Income
Current tax rate being deducted from your schedular payments
Gross interest
Show the tax rate that will be
deducted from the interest
10.5% 17.5% 30% 33% 45%
If you have not
provided your
IRD number to
the payer
Gross dividends
Provisional tax payments. If you’re going to make any provisional tax payments show the amount here.
Note: Contact us if you have been charged provisional tax but you’re applying for a tailored tax code or rate instead. You may
need to re-estimate your provisional tax liability.
Other income or losses from partnerships, self-employment, estates, overseas, interest or dividends, or rental losses (excluding
most residential, see below).
Note: If this is your first application and you haven’t filed tax returns including losses from these sources, you’ll need to provide
documents showing how you calculated the amount you’re claiming for.
Type of income
Estimate the amount of tax, if any, which will be deducted from this other income.
Lump sum payments, such as ACC or redundancy.
Declaration
I declare that the information on this form is true and correct.
/ /
Signature
Date
Notes
• This rate is based on your estimates and may not be the final amount you owe. Final tax can only be worked out on the actual
figures shown when you receive your income tax assessment.
• Complete this application in myIR or send this completed form to us at the following postal address:
Inland Revenue, PO Box 39010, Wellington Mail Centre, Lower Hutt 5045
Tailored tax codes and rates don’t apply to:
• student loan repayments
You can no longer use a tailored tax code to change the amount of your student loan repayment deductions. For more information
about working in New Zealand with a student loan go to ird.govt.nz/studentloans
• residential rental losses
You may have applied for a tailored tax code or rate in the past because you had residential rental losses to offset against other
income like salary and wages. Most of these losses are now ring-fenced, which means residential property deductions can generally
only be used to offset income from residential property. For more information go to ird.govt.nz/ring-fencing
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Tailored tax code or tailored tax rate application (Inland Revenue Department New Zealand)

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Completed 17 March 2021

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