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COVID-19 - Level 4 If you have been affected by COVID-19, we may be able to help. Find out more

Service update Some of our key services are currently unavailable while we make some improvements to our system. These will be back on 8am, 16 April. Find out more

Service update Some of our key services will be unavailable from 3pm, 9 April until 16 April for a system upgrade. Find out more

The following steps outline how E-File works.

Step 1: You send documents to us

You can use any internet service provider to use E-File. How you connect and send data to us will depend on the software package you use.

Step 2: You receive a confirmation message

We'll send you a confirmation message to let you know your your transmission was successful. You'll receive this within two hours of submitting your data to us. You must be logged in to the E-File front end processor to read this message.

Step 3: Auto-linking happens

Once we've received your documents our mainframe will produce a file with your:

  • IRD number
  • client's IRD number
  • location number.

Our client registration system will check the tax agent or agency the client is linked to. If the client is linked to an agent or agency with a different IRD number, our system will automatically change the link. The exception to this is for personal tax summary requests and confirmations.

Once you've filed a client's return through E-File we won't send you a taxpack for that client for the following year.