• Go to Reports then IRD Returns then IR-File or Printed IR348. Select the relevant month and click GO.
  
  
• You are now looking at the Monthly Schedule you are about to send to IRD. It is a good idea to check the figures and make sure you are happy with them. This avoids your needing to check them at the IRD end.
  
  
• When you are certain you are looking at the right month and the figures are correct, click the Electronic Filing button.
  
  
• The following screen is shown:

• Whilst on the above screen, write down the file name we have circled in our example. This is the file you will be importing when at the IRD website.
  
  
• After clicking GO the following screen appears:

• Notice the file name again appears at the top of the screen - if you haven't already done so, write it down or if you prefer, print out this report.
  
  
• After clicking OK you are finished in Ace Payroll.
  
  
• Your file is now sitting on your computer and waiting to be sent to the IRD.

• Note the IR-File Login button on the above screen.
  
  
• Pressing this button launches your internet browser, and directs it to the IRD website.
  
  
• At the same time the file name and path is copied to the windows clipboard.
  
  
• This can then be pasted into the IRD file import as mentioned below.

• Go to the IRD website at http://www.ird.govt.nz
  
  
• Within the area we have circled yellow, click Login

• Enter your User ID and Password where shown, then click Log In

• Once logged in, the following screen appears.
  
  
• Click File An Employer Schedule ir-File as shown below.

• You are taken to the screen below.
  
  
• This is where most people get confused.
  
  
• Don't panic!
  
  
• Click File Transfer circled in yellow.

• You are taken to the screen shown below.
  
  
• This is the screen that matters.

On the above screen:

That is it - you are done!

By sticking to the above two rules you avoid every opportunity to be confused by the IRD website and the myriad of buttons and options on it.