IR4 Question 30 Refunds and/or transfers
If you want your refund transferred to another account or to arrears being paid off by an instalment arrangement, please tell Inland Revenue the date you would like this done.
The date you can choose depends on what tax has been overpaid and whose account you want the credit transferred to.
If the transfer is to arrears being paid off by an instalment arrangement, you’ll need to include a note with your return authorising the transfer and giving the following information:
- that the transfer is to arrears currently under an instalment arrangement
- the name and IRD number of the taxpayer the transfer should be made to
- whether the taxpayer is an “associated taxpayer”
- the tax type and period
- the date you want the transfer to take place.