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Pre-populating data from Inland Revenue

When you add a tax return, your client's Inland Revenue data gets downloaded and pre-populated into workpapers and schedules that MYOB Practice creates for you.

About pre-populating your client's tax return

We’ll automatically create the schedules and workpapers when there’s data from IR available to use for pre-population. Check the table below for more information on which schedules and workpapers will pre-populate what type of data. This data will then integrate into the tax return.

You can edit or delete pre-populated information if it's incorrect or missing. If you need to pre-populate the data again, delete and add the tax return.

Pre-population happens only once  when you create the tax return. If Inland Revenue updates the pre-populated data after the tax return has been created, you'll need to manually update this data in your tax return to match IR.

You can also manually add tax workpapers and schedules.

Schedules and workpapers that get pre-populated from IR

This information is correct for the current tax year.

Schedule or workpaper

Income type description


Dividend income

New Zealand dividends

Non-resident dividends received

Dividends treated as interest

Estate or trust incomeEstate or trust income

Expenses claimedNon-business expense

Interest income

New Zealand interest

Reserve scheme interest

Non-resident interest received

Approved issuer levy

Income with tax deducted from summary of earnings

ACC payment

ACC payment prior to 2006

ACC attendant care payment

Casual agricultural employee (CAE)

Election day worker (EDW)

Employee share scheme (ESS)

Work and income benefit

New Zealand Superannuation or veterans pension

Paid Parental Leave

Salary and wages

Shareholder-employee salary

Student allowance




Look-through company incomeLTC income---

Look-through company incomeLTC ring fencing rental losses


Main form

Excess imputation credits

Government subsidy (For 2021 onwards)

Leave support scheme

Short term absence payment

Wage subsidy scheme


Main form

Losses brought forward from previous years


Main formResidential land withholding tax (RLWT) credit




Maori authority distribution 

Māori authority

Other income

Reserve Scheme Deposit

Reserve Scheme Redeposit

Reserve Scheme Withdrawal

Portfolio investment entity (PIE) income

Certificates (PIE)

Residential rental income

Excess deductions brought forward

Schedular payments incomeSchedular payments



Shareholders salaries with no tax deducted schedule

Shareholder-AIM Tax Credit

Shareholder-employee salary

Employee share scheme (ESS)


Pre-populating shareholder, partner and beneficiary details

You can also pre-populate the names and IRD numbers of shareholders, partners and beneficiaries.

About pre-populating names and IRD numbers

You can pre-populate the names and IRD numbers of:

  • shareholders for IR4 tax returns
  • beneficiaries for IR6 tax returns
  • partners for IR7 tax returns
  • owners for IR7 Look-through company tax returns.

If you use MYOB AE/AO, you'll need to have set up these associations in AE/AO so that they can be reflected in your client's MYOB Practice client details. We then take the association details from your client's MYOB Practice client details, and pre-populate it into the relevant IR4, IR6 or IR7 tax return.

For information on how to set up associations in AE/AO, see Adding associations to existing contacts.

You can only distribute to tax returns that have already been created. Any updates to shareholders, beneficiaries or partners in the tax return won't be reflected back to Associations in AE/AO.

Pre-populating bank account details for refunds

When a tax return has a balance to be refunded in the Refunds section, you'll see the bank account details associated with the tax type you're viewing.

About pre-populating bank account details

Bank account details are stored in myIR and will be used as the bank account for the refund.

The bank account details aren't automatically pre-populated when you create a tax return. You need to click Refresh bank details from myIR to see the details in MYOB Practice.

If the bank account details look incorrect or are missing in MYOB Practice, check and update the details in myIR and click Refresh bank account details from myIR in MYOB Practice. You don't need to have an Account name as part of the bank account details,

but if you're not sure if the details you see in MYOB Practice are correct, you can always click the refresh link to pull through the latest details from myIR.

  • You'll see Refunds section 33 only when it's needed based on the tax return. For example, if the business income is negative, which requires a refund from IR. If the Refunds section is needed, you'll see it when you go to Compliance list > Tax return for an IR3, IR3NR, IR4, IR6 or IR526 return type.
  • Each tax type can only have one bank account associated with it.

Errors and issues...

If there's an issue with getting the bank account details from myIR, you'll see a message in the Bank account details (from myIR) section.

You can still file the return if the bank account details aren't correct or don't exist. In this case IR will hold the refund and release it when correct bank account details have been entered in myIR.

If you had a return in progress when this feature was enabled

If you have a tax return in progress when we made the ability to view bank account details available in MYOB Practice, you'll see a message at the top of the return saying you can Reload page to upgrade now. You can either:

  • ignore the message and continue preparing and filing as you did before the feature was available.
  • click the message. You'll be upgraded and, if a refund is needed, you'll see the bank account detail fields. The fields will be blank to make the upgrade faster. You can click Refresh bank details from myIR to populate the fields and the details will always be viewable from now on.

If you don't have a tax return in progress when we made this feature available, this feature will be available the next time you're preparing a return.