How to file your US Tax Return

In most cases, we are able to electronically file your US tax return. However, the IRS e-Filing system doesn't yet accept all return types. Please see our filing and signing instructions below for tips on getting your return submitted successfully.

2026 - Updated Mail Instructions

We’d strongly recommend that you send the tax returns to the IRS using a tracked courier service, in order to ensure proof of delivery.

When sending the parcel, you will be requested to complete a digital customs form (if purchasing postage online), or a paper customs form if posting from an NZ Post store.

It is important that you mark the parcel contents as documents, and also that the value is below $150 (we’d suggest recording a value of $5 or $10).

Recording the parcel contents as anything other than documents and less than $150 value can result in tariffs being imposed, which will severely delay the arrival of your tax returns with the IRS.

On the customs form you will see a box labelled “HS Tariff Code”, which you may leave blank.

Paying The IRS

Form Filing Instructions

Paying the IRS

Form 8879 - Where to sign and file

Form 8879 is an IRS authorisation form, allowing your tax accountant to electronically file your tax return.

This should not be posted to the IRS.

You should sign, and send the signed copy to your US Tax Team accountant.

Form 1040 - Where to sign and file

Form 1040 should only be posted to the IRS if it cannot be electronically filed. Your tax accountant will advise you on this.

If you are filing your tax return under the Streamlined Filing Amnesty program, you should skip straight to Form 14653 below.

IRS Postal Address:

Department of the Treasury
Internal Revenue Service
Austin, TX 73301-0215
USA

Form 3520 - Where to sign and file

If your tax return contains both Form 3520 and 3520-A, then these should be filed together as a single package. If you have interests in multiple trusts/KiwiSavers, each set of 3520 & 3520-A documents should be sent in its own package.

We recommend only sending by courier, to:

Ogden - Internal Revenue Submission Processing Center
1973 Rulon White Blvd.
Ogden, UT 84201

USA

Form 3520-A - Where to sign and file

Signature Box 1

As above, Form 3520-A should be sent with its accompanying Form 3520.

Please speak with your US Tax Team accountant to confirm your Title, next to the signature box.

We recommend only sending by courier, to:

Ogden - Internal Revenue Submission Processing Center
1973 Rulon White Blvd.
Ogden, UT 84201

USA

Signature Box 2

Signature Box 3

Form 14653 - Where to sign and file

If your tax return contains Form 14653, you must print one copy of this form for each of the year's we're filing for you.

For example, if you are filing 2021-2023 returns, you must print three copies of Form 14653.

One copy should be attached to the front page of each of your tax returns.

The tax returns must then be posted, as a single parcel, to:

Internal Revenue Service
3651 South I-H 35
Stop 6063 AUSC
Attn: Streamlined Foreign Offshore
Austin, TX 78741

USA