How Lodg files your IR3 return

If you're a sole trader in New Zealand, your annual income tax return is called an IR3. Lodg prepares and files it for you — here's how it works.

What Lodg does

• Categorises your income and expenses from your connected bank account throughout the year.

• Calculates your net profit, GST adjustments (if registered), home office and motor vehicle claims, and ACC.

• Prepares your IR3 with all the right schedules.

• Sends you a draft to review and approve.

• Files the IR3 directly with IRD on your behalf once you approve it.

What we need from you

See the article "Tax return: what we need from you" for the full checklist. The short version: any income or expenses that didn't go through your connected bank, plus a complete Lodg profile.

When it's due

• If you're a Lodg client (linked agent), your IR3 is due by 31 March of the year after the tax year ends.

• If you're filing yourself without a tax agent, it's due by 7 July.

We aim to have your draft ready well before the deadline so you have time to review it.

What you'll see

Once we've prepared your IR3, you'll get an email with a link to review the draft. You can:

• Approve it as-is.

• Reply with corrections or questions.

After approval, we file with IRD and send you confirmation. Any tax owing or refund will then sit in your IRD account.

Got a question about your specific return?

Email accounts@lodg.co.nz with your question — we can pull up your file and give you a specific answer.