File an income tax return outside of TaxLab

If you need to monitor returns that are filed outside of TaxLab (such as those filed in myIR), you can utilise the Paper filing method on the File with IRD screen to indicate that the returns have been filed. However, if you prefer to e-file a return directly from TaxLab, please refer to our article on E-file an income tax return.

Pre-checks to complete  

1. After completing the entity’s return, make sure that all the sense checks within TaxLab have passed.
   • Check this on the Reports > Tax Return Forms > Sense checks tab.
2. Select a target filing date. This will reflect changes in uplift in the Payment Schedule based on whether you expect to file the return before or after a particular provisional tax due date. For more information, please see our article on the Payment Schedule.

Filing the income tax return

Step 1 – Send return to client for signature

1. Go to Reports > File with IRD. Select the Paper filing method.
2. Click Set a filing date to schedule the return to be marked as filed.
3. If the return has already been filed, use the For later option to select a date in the past.
4. Click Ready to Sign.

Step 2 – Ready to file

1. Use the Files tab to upload the signed transcript.
2. Click on the initials to confirm that the signed transcript is attached and the checksum on the screen agrees to the signed transcript.

Step 3 – Filing

1. Click Mark Return as Filed.
2. Type PAPER and click Mark Return as Filed.
   • This does not send the return to IR because the Paper method has been selected. It updates TaxLab’s records to move the return to Filed for workflow purposes.