IRD Summary Guide

Step 1 - Login to the IRD website

Step 2 - In the ‘income tax’ box, click ‘more

Screenshot of a financial website showing the 'Print income details' option highlighted in yellow, with various other menu options related to income and investments.

Step 3 - Under ‘my income’ select ‘print income details’ - the details part is important

Step 4 - Ensure the dates are for the last 12 months and click ‘print income details’

Note: By last 12 months we do not mean tax year, unless specifically requested.

Screen displaying income period options for tax report, with 'Last 12 months' selected, showing date range from May 17, 2022, to May 17, 2023, and a button labeled 'Print income details.'

Step 5 - Please save this and send to us.

It should be 3-5 pages long. If it is only one page, please check that you have used the 'print income details' and not just 'print income'.

  • In this instance we will need your to repeat this but for 2 years, so you will end us sending us 2 summaries. one for the last 12 months and one for the last 24 months.

    EG: Todays date is 02/10/2027, then you would send us

    1. 12 months summary for the dates 02/10/2026 - 02/10/2027

      AND

    2. 24 months summary for the dates 02/10/2025 - 02/10/2027