Tax & IRD

GST filing periods and cash planning

In New Zealand you file GST monthly, two-monthly or six-monthly (six-monthly only if turnover is under $500,000), and returns and payments are due on the 28th of the month after each period — with exceptions for March (7 May) and November (15 January) periods. Setting aside 3/23 of GST-inclusive sales, less GST on claimable costs, every week keeps GST from becoming a cash-flow shock.

By Loanster Editorial Team · Updated · 4 min read

Calculator and pen resting on a sheet of paperwork

GST is the tax that most often catches small businesses out — not because it’s complicated, but because the money passes through your account weeks before it’s due. By the time the return arrives, that cash has often been spent on wages, stock or rent. Choosing the right filing setup and building a set-aside habit fixes most of the problem.

The basics

  • Rate: 15% on most goods and services supplied in New Zealand.
  • The 3/23 rule: the GST inside a GST-inclusive price is 3/23 of the total. $2,300 including GST contains $300 of GST.
  • Registration: compulsory once you expect turnover to exceed $60,000 in 12 months. You can register voluntarily below that.
  • What you pay: GST collected on sales minus GST paid on claimable business purchases.

Filing frequencies

FrequencyWho can use itCash-flow effect
MonthlyAnyone; compulsory if turnover is over $24 millionSmall, frequent payments; more admin
Two-monthlyTurnover under $24 million (the default for many)Balanced
Six-monthlyTurnover under $500,000Two large payments a year; easy to under-save

Six-monthly filing is tempting — less admin — but it creates two big bills a year. If you don’t have a disciplined set-aside habit, those bills can hurt. Many owners find two-monthly or monthly easier to manage.

Due dates

GST returns and payments are due on the 28th of the month after the end of your taxable period, with two exceptions:

  • periods ending in March are due 7 May;
  • periods ending in November are due 15 January.

Inland Revenue is clear: you can’t get an extension to file a GST return, and you must file for every period — even a nil return.

Accounting basis: when GST “happens”

BasisGST is accounted for when…Available to
PaymentsMoney is received from customers or paid to suppliersGenerally businesses with turnover under $2 million
InvoiceInvoices are issued or receivedAny registered business
HybridSales on invoice basis, purchases on payments basis (or similar)Specific circumstances

Why it matters for cash: on the payments basis, you only owe GST on money you’ve actually received. If customers pay slowly, you’re not paying IRD GST on invoices that haven’t been paid yet. On the invoice basis, you can owe GST on sales you haven’t been paid for — a real risk if your debtor days are long.

Businesses with slow-paying customers often find the payments basis kinder to cash flow. Your accountant can confirm what suits you.

How much to set aside

A simple weekly habit beats any clever strategy:

Weekly set-aside ≈ (GST on sales − GST on claimable purchases) for the period ÷ weeks in the period

Or more simply, move 3/23 of each week’s GST-inclusive takings into a separate tax account, and move back the GST on purchases when you pay suppliers. The GST & provisional tax planner works this out for your filing frequency and combines it with provisional tax.

Example

A Napier electrician files two-monthly. In a typical period:

  • Sales including GST: $92,000 → GST collected $12,000
  • Claimable purchases including GST: $34,500 → GST paid $4,500
  • GST to pay: $7,500
  • Weeks in a two-monthly period: about 8.7
  • Weekly set-aside: about $865

Common GST cash traps

  • Big one-off sales. A large equipment sale or property transaction can create a large GST bill in one period.
  • Import GST. GST on imported goods is collected at the border and claimed back later — a timing cost.
  • Growth. Higher sales mean higher GST before the extra profit arrives.
  • Six-monthly filing plus weak discipline. Two big bills with nothing saved.
  • Spending refunds. A GST refund in a big-purchase period isn’t extra profit.

If a GST bill is bigger than your bank balance

Don’t ignore it — file the return on time anyway. Late filing and late payment each carry penalties, and interest builds. Options:

GST and your business structure

GST registration sits with the entity that makes the supplies. A sole trader registers personally; a company, partnership or trust registers in its own name. If you run more than one entity, each may need its own registration — or, in some cases, a GST group. Keep tax accounts separate by entity so each one’s set-aside is clear, and make sure lenders see the right account when you apply.

The one-page GST plan

  1. Choose the filing frequency that suits your discipline, not just your admin preference.
  2. Confirm your accounting basis with your accountant.
  3. Open a separate tax account.
  4. Automate a weekly transfer based on the planner.
  5. Put every due date in your calendar with a reminder a week early.

If you’re already behind, send a 60-second enquiry — a Loanster lending specialist can talk through the options. It won’t affect your credit score.

Sources and further reading

Quick answers

Can I get an extension to file a GST return?

No. Inland Revenue says you can't get an extension of time to file a GST return, and you must file for every period even if it's nil.

Can I change my GST filing frequency?

Yes, if you meet the criteria for the frequency you want. The change applies from a future period. Talk to your accountant about which suits your cash flow.

What's the difference between payments and invoice basis?

On payments basis you account for GST when money is actually paid or received. On invoice basis you account for it when invoices are issued or received, whether or not they've been paid.

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