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Tax agents - order a personal tax summary

Note: If you have used this service to request a PTS in the past please note that this service is no longer available.

If you are registered with E-File, you can request a PTS.

To register for E-File go to our E-File registration (IR798) form.

About this service

This service allows tax agents to request a personal tax summary on behalf of their clients.

When to use this service

Find out whether you'll automatically be sent a personal tax summary for your client or whether you must request one for them.

If you request a personal tax summary and it works out to be a tax bill, your client will have to pay that bill.

If you don't need to request a personal tax summary for your client, you can check whether they've paid the correct amount of tax by using our personal tax summary calculation. If this works out to be a refund, you'll need to request a personal tax summary for your client to get their refund.

What you will need
  • your client's name and IRD number
  • any interest, dividend or taxable Māori authority distribution details
  • details of any expenses your client can claim.
After you finish

The personal tax summary should arrive within 45 working days. If you requested a 2015 personal tax summary it will arrive by late July.

The personal tax summary will show if your client has a refund, tax to pay or if they've paid the correct amount of tax.

This service may require you to send confidential information to Inland Revenue so it is located on a secure part of our website to prevent unauthorised interception. If you are unable to access this service, your browser and/or firewall settings may need updating.

Inland Revenue takes online security very seriously. We have systems in place to protect the information you provide us, and regularly update our standards and technology to provide protection for your personal information.

You play an important role in protecting your information by taking basic precautions to protect your computer and data. You should keep your computer secure, only deal online with people and organisations you know and trust, and check that your personal information travels across the internet on secure connections.

There are many resources about computer security (such as websites, books and magazines) that can help guide you on what security precautions are appropriate for your situation.