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Calculators and tools Ngā tātaitai

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Individual income tax - calculators and worksheets

Title and summary Number

Personal tax worksheet 2018 (IR746)

Use if your income between 1 April 2017 and 31 March 2018 was from salary, wages, benefits or taxable pensions and you want to check if you're due a tax refund.

IR746

Calculate tax on holiday pay

Employers and employees can work out the PAYE on salary and wages, including any holiday pay using this calculator.

Home-based childcare (IR413) 2017 year

Worksheet for home-based childcare service providers to calculate the standard costs available and find out if you are required to file a return of income for payments you've received for providing childcare services.

IR413

Personal tax worksheet 2017 (IR746)

Use if your income between 1 April 2016 and 31 March 2017 was from salary, wages, benefits or taxable pensions and you want to check if you're due a tax refund.

IR746

Work out my income tax filing options

Already registered for myIR? Work out your income tax filing options by logging in. If you’re not registered for myIR, register now by going to 'Register'.

Australian share exemption list 2015 (IR871)

This is a list of the companies (excluding listed investment companies) that are considered to meet the exemption from the FIF rules for the year ended 31 March 2015. The list sets out four columns of information: the ASX ticker code, company name, and additions and removals from the ASX All Ordinaries index that occurred during the year.

IR871

Personal tax worksheet 2015 (IR746)

A worksheet to use if your income between 1 April 2014 and 31 March 2015 was from salary, wages, benefits or taxable pensions and you want to check if you are due a tax refund.

IR746

Australian share exemption list 2014 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2014. The list sets out four columns of information: the ASX ticker, company name, and additions and removals from the ASX All Ordinaries and Listed Investment Companies indices that occurred during the year.

IR871

Home-based childcare (IR413) 2014 year

Worksheet for home-based childcare service providers to calculate the standard costs available and find out if you are required to file a return of income for payments you've received for providing childcare services.

IR413

Do you need to file an IR3 return or receive a personal tax summary for 2014?

For tax years 2014 onwards the "Do you need to file an IR3 return" and "Receive a personal tax summary" calculators have been discontinued. If you've previously used these calculator to work out whether your client is required to file an IR3 tax return or request a personal tax summary please see our "Required to file" page for useful information.

Australian share exemption list 2013 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2013. The list sets out four columns of information: the ASX ticker, company name, and additions and removals from the ASX All Ordinaries and Listed Investment Companies indices that occurred during the year.

IR871

Home-based childcare (IR413) 2013 year

Worksheet for home-based childcare service providers to calculate the standard costs available and find out if you are required to file a return of income for payments you've received for providing childcare services.

IR413

Home-based childcare (IR413) 2012 year

Worksheet for home-based childcare service providers to calculate the standard costs available and find out if you are required to file a return of income for payments you've received for providing childcare services.

IR413

Australian share exemption list 2012 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2012. The list sets out four columns of information: the ASX ticker, company name, and additions and removals from the ASX All Ordinaries and Listed Investment Companies indices that occurred during the year.

IR871

Foreign investment fund calculator

This calculator will help you determine your foreign investment fund (FIF) income using the fair dividend rate (FDR), comparative value (CV) or the cost calculation methods.

Australian share exemption list 2011 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2011. The list sets out four columns of information: the ASX ticker, company name, and additions and removals from the ASX All Ordinaries and Listed Investment Companies indices that occurred during the year.

IR871

Do you need to file an IR3 return or receive a personal tax summary for 2011?

Use this calculator to see if you're required to file an IR3 tax return or request a personal tax summary for the tax year 1 April 2010 to 31 March 2011.

Australian share exemption list 2010 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2010.

IR871

Australian share exemption list 2009 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2009.

IR871

Australian share exemption list 2008 (IR871)

This is a list of the companies that are considered to meet the exemption from the FIF rules for the year ended 31 March 2008.

IR871

Work out your tax code

Use this decision tree to work out your correct tax code. Your employer uses your tax code to work out how much tax to take out of your salary or wage.

Standard cost home-based boarding services calculator

Use this calculator if you have paying boarders living in your home and want to find out if you are required to return income using the standard cost basis for an income year.