How to Get a Tax Refund in New Zealand
Collect all information on income earned and tax paid in the last financial year (i.e., Log on to the IRD: Go to the Inland Revenue website (http://www.ird.govt.nz), and click "log on" on the right hand sign., Check your income: Once logged in...
Step-by-Step Guide
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Step 1: Collect all information on income earned and tax paid in the last financial year (i.e.
1 April to 31 March):
End-of-year pay slips, bank statements, dividend certificates, etc.
You will also need your IRD number. -
Step 2: Log on to the IRD: Go to the Inland Revenue website (http://www.ird.govt.nz)
If you don't have a log-on, you will need to register first by clicking "register now" and following the instruction. , Check that the income figures match the income you have received
- If they are out by a significant amount, you will need to contact your employer(s) and check they have filed your PAYE correctly. , Click on "Do I get a refund?" to go to the personal tax summary calculation page.
Click Start and complete the form using the details you have on hand. , If you have to pay tax, do nothing. , Remember to include all details on other income such as interest and dividends and the amount of tax paid on them, and your postal address, and the submit it to the IRD. ,, Unfortunately, if you messed up your calculations and your PTS shows you have tax to pay, you will have to pay it by 7 February. , Follow the instructions on your PTS to call Inland revenue and confirm your PTS.
If your refund is under $200, you don't have to do anything , If you have supplied your bank account number, the IRD will deposit the money into your bank account.
Otherwise, they will send you a cheque in the post. -
Step 3: and click "log on" on the right hand sign.
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Step 4: Check your income: Once logged in
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Step 5: click the "Salary and Wages" button.
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Step 6: Calculate your return: Return to the "My overview" page and click "Money Back?".
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Step 7: Determine if you get a refund: On the last page of the calculation
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Step 8: it will tell you how much you either have to pay in tax or how much you get back.
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Step 9: If you are due for a refund
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Step 10: request a Personal Tax Summary: Back on the My Overview page
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Step 11: click "Request a PTS".
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Step 12: Wait: It can take up to two months for your PTS to be delivered in the post.
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Step 13: Check your PTS: When you finally receive your PTS
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Step 14: double-check the calculations.
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Step 15: If your refund is over $200
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Step 16: you will need to confirm your PTS.
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Step 17: Wait for the money.
Detailed Guide
1 April to 31 March):
End-of-year pay slips, bank statements, dividend certificates, etc.
You will also need your IRD number.
If you don't have a log-on, you will need to register first by clicking "register now" and following the instruction. , Check that the income figures match the income you have received
- If they are out by a significant amount, you will need to contact your employer(s) and check they have filed your PAYE correctly. , Click on "Do I get a refund?" to go to the personal tax summary calculation page.
Click Start and complete the form using the details you have on hand. , If you have to pay tax, do nothing. , Remember to include all details on other income such as interest and dividends and the amount of tax paid on them, and your postal address, and the submit it to the IRD. ,, Unfortunately, if you messed up your calculations and your PTS shows you have tax to pay, you will have to pay it by 7 February. , Follow the instructions on your PTS to call Inland revenue and confirm your PTS.
If your refund is under $200, you don't have to do anything , If you have supplied your bank account number, the IRD will deposit the money into your bank account.
Otherwise, they will send you a cheque in the post.
About the Author
Sara Brown
Enthusiastic about teaching DIY projects techniques through clear, step-by-step guides.
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