We'll automatically process and finalise your end-of-year tax information if your income is from:
We’ll upload your assessment to your myIR account if you’re registered, otherwise we’ll send it by post.
Once you have received your assessment, you can make any necessary changes online through your myIR account or by phone. Changes need to be made before 7 February 2020.
If you're due a tax refund, we'll pay it directly into your bank account.
Your income tax assessment will show:
Note: We discontinued personal tax summaries (PTS) as of 2019. You can still request a PTS for the previous four years through your myIR account
Even if you did your own tax refunds in the past, had help or have never filed a tax return before, the changes will help anyone whose income is from:
The changes do not apply to you if you receive income from self-employment that has not had tax deducted from it. You'll need to process your tax return by 8 July.
Using our online forms, you should notice that income that already has tax deducted will now pre-populate to make filing easier.
If you have another source of income
You'll need to file an income tax return (IR3) if you also have income from:
Lump sum payments will be automatically calculated and issued to you between late May and the end of July, after we’ve processed your income tax assessment.
NZ Superannuation is taxable income and the Ministry of Social Development deducts tax on your behalf. From this year onward, we’ll send you an income tax assessment. Your assessment will show you how much income you have received from NZ Superannuation and how much tax has already been deducted.
Your assessment will show if you are due a tax refund, have tax to pay, or have no tax to pay and are not due a refund depending on your circumstances and any other sources of income you may have.
Check that your bank account information and contact details are up-to-date, we’ll take care of the rest. You can do this: