How Returnly works for NZ sole traders
Returnly gives sole traders a guided way to organise records, review AI-assisted summaries, and prepare an IR3 tax return with more confidence.
Start with your sole trader details so the platform can guide the right IR3 workflow.
Add bank statements, invoices, receipts, and supporting documents for review.
Returnly helps organise income and expenses, but every output is still shown for your review.
You can add, remove, and correct items manually before preparing your final IR3 information.
See a clear summary of the information prepared for your straightforward NZ sole trader return.
Once reviewed, you can continue toward export and manual filing with Inland Revenue.
What makes this workflow different
Returnly is built for straightforward IR3 filing, which means the workflow stays focused on preparation, review, and user control.
The product is aimed at sole traders who want a lower-cost, guided alternative to handing a simple return to an accountant.
Returnly can help extract and organise data, but nothing is submitted automatically and you review every step.
The experience is tailored for New Zealand sole trader tax return preparation rather than broad generic bookkeeping.
Ready to see the workflow yourself?
Start your IR3, upload your records, and review the process step by step.