Last updated on Apr 4, 2026
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What is annual taxation statement request
The Annual Taxation Statement Request Form is a tax document used by investors in New Zealand to request their Annual Taxation Statement for dividends and interest paid during the tax year.
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Annual taxation statement request is needed by:
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Individual securityholders seeking tax documentation
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Joint securityholders who need access to tax statements
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Directors managing tax-related inquiries
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Authorised signatories completing tax requests
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Investors requiring dividend or interest tax information
Comprehensive Guide to annual taxation statement request
What is the Annual Taxation Statement Request Form?
The Annual Taxation Statement Request Form is a crucial document for New Zealand investors wishing to request their Annual Taxation Statement. This form plays a significant role in maintaining accurate tax records related to dividends and interest received throughout the tax year. An Annual Taxation Statement summarizes this information, and the ATS001 form is often referenced for related details.
Purpose and Benefits of the Annual Taxation Statement Request Form
This form is essential for investors, as it ensures compliance with tax obligations while facilitating better management of financial records. Official records of dividends and interest are vital for maintaining accurate tax documentation. Utilizing this form simplifies the filing process, making it easier for investors to manage their finances and streamline their tax compliance.
Who Needs the Annual Taxation Statement Request Form?
Several roles benefit from using the Annual Taxation Statement Request Form. These include:
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Securityholder: Individuals or entities holding securities who require tax statements for their investments.
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Joint Securityholder: Multiple holders of a single security who need a consolidated tax statement.
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Director: Company directors may need this form for their tax reporting obligations.
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Authorised Signatory: Individuals authorized to represent the account holder for taxation purposes.
Each role requires the form's assistance to obtain necessary tax documentation based on their ownership or investment status.
Key Features of the Annual Taxation Statement Request Form
The form encompasses several critical fields, including:
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Full Name(s)
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CSN or Holder Number
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IRD Number
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Postcode
Additionally, it outlines various payment methods for the administration fee, such as cheque, credit card, and direct credit. Each role listed in the form has specific signature requirements to validate the document.
How to Fill Out the Annual Taxation Statement Request Form: Step-by-Step Guide
Completing the Annual Taxation Statement Request Form properly is essential for successful submission. Follow these steps to ensure accuracy:
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Enter your full name as registered.
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Provide your CSN or Holder Number accurately.
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Include your IRD Number in the designated field.
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Fill in your postcode.
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Ensure you sign in accordance with the role specified.
To avoid common issues, use black ink and capital letters as instructed. Review the form thoroughly before sending it to prevent mistakes that could delay processing.
Submission Methods: Where and How to Send the Annual Taxation Statement Request Form
Once completed, the form must be mailed to Link Market Services Limited. It is important to understand the various submission methods available:
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Standard mail: Ensure you send it to the correct address.
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Secure drop box: If available, this can expedite your submission.
Utilizing recommended practices for secure submission can help protect your sensitive information during transit.
Fees and Payment Options for the Annual Taxation Statement Request Form
There may be an administration fee associated with processing the Annual Taxation Statement Request Form. Acceptable payment methods include:
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Cheque
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Credit card
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Direct credit
In some cases, fee waivers may apply. Processing times will vary based on the payment method chosen, so be aware of potential delays.
What Happens After You Submit Your Annual Taxation Statement Request Form?
After submission, you can track the status of your request. Expect to receive confirmation via email or mail, and be mindful of the timeline for further communications or documents. If you discover any errors in your submission, there are processes in place to amend those mistakes promptly.
Security and Privacy Considerations for Handling Your Annual Taxation Statement Request Form
Security is paramount when handling the Annual Taxation Statement Request Form. Measures such as 256-bit encryption help protect your data during the submission process. Always handle sensitive information carefully and be assured of compliance with all relevant privacy laws and regulations.
Leverage pdfFiller for a Seamless Annual Taxation Statement Request Process
Utilizing pdfFiller can significantly simplify your experience with the Annual Taxation Statement Request Form. Its user-friendly platform allows for easy editing and filling of the form online, providing the added security of encrypted document handling. Explore additional tools available for document management and eSigning to enhance your tax form completion experience.
How to fill out the annual taxation statement request
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1.Access the Annual Taxation Statement Request Form on pdfFiller by searching for the form name or using a provided link.
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2.Once the form is open, familiarize yourself with the fillable fields available for input.
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3.Collect the necessary information such as your full registered name, CSN or Holder Number, and IRD Number before filling out the form.
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4.Begin filling out the required fields by clicking into each box and entering the appropriate details. Ensure that you complete them in black ink and capital letters as per the instructions.
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5.If applicable, include details for any joint securityholders by filling out the corresponding fields for their information.
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6.Once you have entered all required information, carefully review the form for accuracy. Ensure all signatures are completed where necessary. Check that you have signed Section B as required.
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7.After reviewing, save your completed form on pdfFiller. You can also choose to download it in various formats for your records.
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8.When ready, submit the form by following the instructions on pdfFiller to either send it directly or prepare it for mailing to Link Market Services Limited.
Who is eligible to use the Annual Taxation Statement Request Form?
Any investor in New Zealand, including securityholders and joint securityholders, is eligible to request an Annual Taxation Statement through this form. Directors and authorised signatories can also complete it on behalf of a securityholder.
What information do I need to complete the form?
To complete the Annual Taxation Statement Request Form, you will need your full registered name, CSN or Holder Number, IRD Number, and a valid signature. Make sure to gather all this information beforehand.
How do I submit the completed form?
The completed Annual Taxation Statement Request Form must be mailed back to Link Market Services Limited. If you're using pdfFiller, you can also opt to send it electronically, depending on the features available.
Are there any fees associated with requesting my tax statement?
Yes, the form includes instructions for an administration fee which can be paid through cheque, credit card, or direct credit as specified on the form.
What common mistakes should I avoid when filling out the form?
Common mistakes include missing signatures, incorrect IRD Numbers, and failing to use capital letters as instructed. Make sure to double-check all entries for accuracy before submission.
How long does it take to process the tax statement request?
Processing times can vary; however, typically you should expect a response within a few weeks. It’s advisable to submit your request well in advance of tax deadlines.
What happens if I forget to attach my payment?
If you forget to attach your payment for the administration fee, your request may be delayed or rejected. Make sure to include the payment as outlined in the form instructions.
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