Tax return: what we need from you

Once your bank is connected and your Lodg profile is complete, we usually have most of what we need to prepare your return. But there are a few things only you can give us.

Before we start your return, please send us:

• Any income that didn't come through your connected bank account. For example: cash income, payments to a different account, PayPal/Stripe payouts that bypass your main bank.

• Receipts for business expenses paid in cash (not on your connected card or bank).

• Home office and motor vehicle details if you're claiming them — % of home used for work, vehicle log or % business use.

• Any other income — salary/PAYE jobs, rental income, dividends, interest, overseas income.

• Confirmation your Lodg profile is 100% complete — we can't file until your IRD number, address, and bank details are saved.

What you don't need to send us

If it went through your connected bank account, we already see it. You don't need to forward bank statements, invoices you've already issued in Lodg, or expenses you've already categorised in the app.

How long it takes

Once we have everything above, your return is typically prepared within 5- 10 business days. We'll email you a draft to review and approve before filing with IRD.

Still stuck?

Reply to this article or email accounts@lodg.co.nz with what you're missing.