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We've made tax more straightforward.

Between now and the end of July we'll let you know if you've paid the right amount of tax with an automatic income tax assessment. Learn more here.
Between now and the end of July we'll let you know if you've paid the right amount of tax with an automatic income tax assessment. Learn more now.

From now until the end of July, we’re automatically paying tax refunds and sending your income tax assessment.

 

Income tax assessments for end-of-year tax

We'll automatically process and finalise your end-of-year tax information if your income is from:

  • employment (such as salary and wages)
  • investments (such as interest or dividends under $200 from bank deposits or savings)
  • an employee share-scheme benefit where tax is already deducted
  • schedular payments
  • income tested benefits
  • taxable Māori authority distributions
  • New Zealand superannuation (NZ Super)

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:

  • how much tax you paid in 2018-2019
  • how we calculated your assessment using information from your employer, investment provider (such as bank or fund manager)
  • if you are due a refund, have tax to pay, or have no tax to pay and are not due a refund
  • we may ask you to provide more information about your income. You'll have 45 days to send it to us, afterwards we'll send you a final income tax assessment.

 

New features in 2019

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

 

Who this helps

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:

  • employment
  • investments, or
  • an employee share-scheme benefit where tax is already deducted.

If you're self-employed or do your own return (IR3)

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.

Learn more about IR3 returns

 

If you have another source of income

You'll need to file an income tax return (IR3) if you also have income from:

  • a business
  • a rental property
  • overseas

Find out more

 

If you receive Working for Families Tax Credit (WfFTC) payments

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.

 

If you receive New Zealand Superannuation (NZ Super)

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 your details are correct

Check that your bank account information and contact details are up-to-date, we’ll take care of the rest. You can do this:

 

You can verify your details are correct by