Changing your financial reporting month

Changing your balance date

Before you can change your financial reporting month you must change your balance date. A director of your company must obtain approval to do this from Inland Revenue.

Changing your reporting month

If your request to change your balance date is approved, Inland Revenue sends you a letter confirming this.

You must then, as soon as possible, request a change to the financial reporting month against your company on the Companies Register.

Authority to request a change

To request a change to your financial reporting month you must have:

• a RealMe® login
• an online services account with the Companies Register
• authority to act on your company's behalf.

Request a change to your reporting month

To request a change to your company's financial reporting month, log in to your online services account, select the company name, company number or New Zealand Business Number (NZBN) and follow these steps.

1. Select the Company summary tab.
2. Select the Edit button next to Financial report month.
3. From the Proposed financial reporting month drop-down, select your new reporting month.
4. In the Comments field provide the reason for changing your reporting month.
5. In the Supporting Document Preview window select Confirm, then Save and Continue.
6. Upload a scanned copy of the letter from Inland Revenue approving your balance date change.
7. Select Submit.

Processing your request

Once we've considered your request we send you an email that:

• confirms your financial reporting month has been changed, or
• requests further information.

Other guides in

Financial reporting

• Who needs to submit financial statements
• How to submit financial statements
• Preparing financial statements
• Financial reporting fees and penalties
• Financial reporting for FMC reporting entities
• Financial reporting for New Zealand companies registered in Australia

Other help topics