Rolling over return data from the previous tax year - NZ

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New Zealand only

Here's a list of data that gets rolled over from the previous tax return when you use an automatically created return or add a new return.

If the schedule is likely to have data pre-populated from IR data or from data distribution, the schedule won't be rolled over.

Tax return data that is rolled over

This information is correct for the current tax year.

Main form refers to the Compliance list > Tax return page, as opposed to an attached workpaper or schedule.

Schedule or workpaper	Field	IR3	IR3NR	IR4	IR526	IR6	IR7	IR8	IR9
Adjustments	Description	-	-	-	-	-	-		-
Business income	Income source	-	-		-
Business income statement	Type of business Other income description Expenses description Other expenses description Depreciation on buildings and assets Description Date purchased Sold Months claimable Cost Opening value (from prior-year closing balance) Rate Method				-
Donation deductions	Name of donee	-	-		-	-	-
Donations schedule	Name	-	-	-		-	-	-	-
Estate or trust income	Payer Complying/foreign/non-complying selection				-		-	-	-
Expenses claimed	Expense description			-	-			-	-
Income from another partnership	Name of partnership Passive or active?	-	-	-	-	-		-	-
IR1261 overseas income summary attachment	Payer Income type Tax jurisdiction		-	-	-	-	-	-	-
IR215 main form	Details of children Names Shared care option IRD number Non-resident spouse or partner Name Country of residence IRD number Other payments: Description		-	-	-	-	-	-	-
IR3NR main form	Jurisdiction of tax residency	-		-	-	-	-	-	-
IR4 main form	Non-resident for tax purposes	-	-		-	-	-	-	-
IR526 main form	Partner IRD number Partner name	-	-	-		-	-	-	-
IR6 main form	Type of estate or trust	-	-	-	-		-	-	-
IR7 main form	Attribution of income/loss setting	-	-	-	-	-		-	-
IR4J annual imputation return	Opening balance (from prior-year closing balance)	-	-		-	-	-	-	-
IR8J Annual Māori authority credit account return	Opening balance (from prior-year closing balance)	-	-	-	-	-	-		-
Overseas income	Payer	-	-		-
Rental income	Income source				-				-
Rental income statement	Full address Other income description Other expenses description Depreciation on buildings and assets Description Date purchased Sold Months claimable Cost Opening value (from prior-year closing balance) Rate Method				-
Residential property income	Residential income method Description (excluding 2022 to 2023)		-		-
Royalties	Payer	-		-	-	-	-	-	-
Sale of property	Income source				-
Self-employment income	Income source			-	-	-	-	-	-
Working for families	Details of children Names Date of birth IRD number Care start date Care stop date Date of death		-	-	-	-	-	-	-