Each year at the beginning of May Tax Agents receive an electronic file which holds SOE information for tax payers for whom they file returns. This file is delivered via e-file. It is put into the tax agent’s directory at the IRD and delivered in the same way as confirmation reports. Once this file has been received via the E-file application, the data can be transferred into the client’s tax return. The data transfer can happen at any time and be done in stages if required.
If you do not wish to receive the SOE file via e-file you can contact your Agent Account Manager (AAM) to discuss your delivery method being changed. If you change the delivery method for the SOE’s this also changes the delivery method for the Debt Letters and the Activity Report. The delivery options are E - Electronic only and P – Paper.
Read more about the Summary of Earnings in our Summary of Earnings guide 2020