You can apply now for your 2017 tax refund.

2018 tax year: 1st April 2017 to 31st March 2018.

Employers have a period to submit their employees tax details to Inland Revenue for the previous tax year before we can assess your tax refund entitlements.

Updates on your 2018 applications are usually sent in late May. Payments of 2018 tax refunds starts around Mid-June once IRD releases the 2018 tax year.

While you wait for your 2018 tax refund, we can reassess your 2014 – 2017 tax refund entitlements to ensure you have received your maximum tax refunds.

You can enter your licence details on your application and we will verify this information electronically through a third party authentication service (Veda NZ). This is the quickest form of ID to use to keep your application moving for your tax refund.

Drivers Licence details required:

• Licence Number (5a)
• Licence Version (5b)
• Exact names as they appear on your licence

Photo identification other than a NZ drivers licence requires you to send in a clear colour copy and a signed Identification Verification Form

• NZ Passport
• NZ 18+ Card
• Overseas Passport & Visa
• Firearms/Dealers Licence
• International Drivers Permit

Every individual has an unique tax situation. Working 1 extra hour in a week, an unpaid day off or changing jobs can change your tax situation.

Answering the questions about your income for the past 5 years in your application assists in the determination of your current tax situation.

Various factors that can affect an individuals tax situation are:

• Worked part of the year
• Received a lump sum payment (such as a bonus)
• Has more than one employer
• Have expenses to claim
• Tax credit entitlements
• Working for Families entitlement
• Using the incorrect tax code
• Self-employed, rental or untaxed income
• Low prescribed investor rate

Yes you can apply for a tax refund.

Working for Families is delivered by Work and Income or Inland Revenue. A tax credit paid to many thousands of New Zealand families to makes it easier to work and raise a family.

While Working for Families is separate to your taxable income, the payments you receive throughout the tax year is based on an estimated total family income you have provided to either Work and Income or Inland Revenue. If your family or income situation changes during the tax year, inform your working for families provider immediately.

At the end of the tax year...

To process your income tax refund, a 'square up' calculation with your actual total family income is required to be completed on your working for families payments to determine if you have been overpaid or underpaid your working for families entitlement.

You may be requested to provide your working for families details for My Refund to be able to continue processing your application. Ready to supply them now? complete this form and send to My Refund

YES! Donation must have been made in the last 4 years.

A donations return is a separate return from your income tax refund.

Donation tax credit criteria:

• Greater than $5
• Donation made to:
  • Approved donee organisation
  • School donations
  • Kindergarten donations
  • Approved NZ religious organisation
• Valid receipt
  • Your name
  • Amount and date
  • Statement that it is a donation
  • Signature of authorised person
  • Name of donee organisation/school

Meet the criteria? Send your proof in now.

Get help in obtaining your donation receipts.

Yes, we can still file any available tax refunds for you even if you haven’t worked for the full tax year.

In fact, working part of the year can mean that you are more likely to have overpaid your tax and therefore have a refund. Apply here to find out.

My Refund will contact you if there is a period of missing income that will delay the process of your refund.