Tax agents’ request form
IR 796
February 2009
• Use this form to request a minor adjustment to your client’s account. Do not use this form to dispute an assessment.
• Please complete both sides of this form.
• For more information, please read the notes on the back.
Agent’s details
Tax agent or agency name
Contact person
Contact numbers
(
)
(
Ext.
Daytime
)
Fax
Email address
Client’s details
Name
IRD number
(8 digit numbers start in the second box.
)
Tax type
Year or period
Date of notice or statement
Please tick the appropriate circle
and provide full details of the
adjustment or request below.
Day
Month
Year
Day
Month
Year
Income tax adjustment
Income
Other adjustment
Working for families tax credits
Other request
Refund
Source deduction credits
Personal rebates
Remission of penalties and/or interest
Income rebates
Imputation credit account
Reissue notice of assessment
Provisional tax
PAYE
Reissue statement of account
GST
Transfer (provide details over the page)
Other
Write full details of the
adjustment or request.
(Please give the reason for any
adjustment or remission.)
If you would like an amount
refunded into the client’s bank
account, please provide the
bank account number and
account name.
Please also complete overleaf
DLN
Transfers required
Tax type
1. From IRD number
Year or period
Day
Month
Year
Day
Month
Year
Day
Month
Year
Day
Month
Year
Day
Month
Year
Day
Month
Year
Relationship
To IRD number
Tax type
Year or period
Amount
Transfer date
2. From IRD number
Tax type
Year or period
Relationship
To IRD number
Tax type
Year or period
Amount
Transfer date
3. From IRD number
Tax type
Year or period
Relationship
To IRD number
Tax type
Year or period
Amount
Transfer date
Declaration. I declare that I have written authority from the client for each of the tax types or activities shown above.
Signature
/
/
Date
Notes
1.
RESET form
You may use this form instead of a letter to:
– let us know about any mistakes in processing
– amend an assessment to correct obvious errors, such as arithmetical or transpositional errors (this is subject to statutory time limits)
– request a refund, transfer or remission of penalties and/or interest.
2. This form cannot be used to dispute an assessment. More information about the disputes process is outlined in our leaflet, If you disagree
with an assessment (IR 778).
If you require more detailed information about the disputes process, read our booklet Disputing an assessment (IR 776). You can get
copies of these publications from our website www.ird.govt.nz or order them by phoning INFOexpress on 0800 257 773. Please have
your IRD number handy.
3. Transfers
Relationship: If the relationship between the transferor and transferee is one of the following, the transfer will be treated as a transfer
between associated persons:
– companies in the same group
– a shareholder-employee and a company (or vice versa)
– partners in the same partnership
– trustees of a family trust and a beneficiary (or vice versa)
– relatives (parent and child, husband and wife, de factos, and same sex partners).
Transfer date: The date you want the overpayment transferred (this cannot be a date prior to the date of overpayment as defined on
our website).
For full details of our transfer policy and how to calculate the transfer date, see the tax agents’ page of our website
www.ird.govt.nz/taxagents
4. When we have considered your request for a minor adjustment, we will let you know about any changes to any amount payable.
Otherwise your client must pay the tax on the notice of assessment or statement of account by the due date shown.