How to find a transfer confirmation number

Once a transfer has been processed by Tax Traders and included on a schedule to IR, it is provided with a schedule confirmation number to link it to the schedule it was included on. 

If you are needing to on-transfer deposit funds from a future income period to another tax type or recipient, you will need to reference the original schedule confirmation number when corresponding with IR. This helps IR locate and process the original funds, before assisting with processing the on-transfer. 

Our schedule confirmation numbers for transfers are now displayed on our portal in the following week after processing has been completed. 

• Login to our portal and select the taxpayer from your home page. 
• Navigate to the Transaction History section of the taxpayer dashboard. 
• Select and click on the transfer line which has been sent to a future income period (if part of a group of transaction lines, you can select any one of the lines).

• This will take you to the transaction summary page. At the top of the page you will see the IRD schedule confirmation ID number. There is a convenient copy function and a reminder to visit our knowledge base for the template message.

If you get stuck, please reach out to our team! team@taxtraders.co.nz.