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Software providers Kaiwhakarato Pūmanawa Rorohiko

Donation Tax Credit (DTC)

Individuals who donate to approved donee organisations can claim a tax credit on donated amounts. Donation tax credits are limited by the individual’s taxable income so can usually only be processed after the end of the tax year.

Claiming donation tax credits

Donation tax credits are processed:

  • Automatically each pay day for donations made through payroll giving
  • Automatically any time after the associated tax year is complete for donations recorded in myIR
  • On submission of the IR526 tax credit claim form

Tax credits can only be claimed for receipted donations and if the individual has met their filing obligation for the period. Individuals submitting a claim must provide receipts before their claim can be processed but tax agents need only provide receipts if requested.

Find out more about donation tax credits

Find out more about claiming donation tax credits

Filing donation tax credit claims through our gateway services

The donation tax credit gateway service can be used to:

  • Submits a new or amended donation tax credit claim form
  • Query the processing status of a previously filed donation tax credit claim form
  • Request a copy of a previously filed donation tax credit claim form

Gateway service capability for donation tax credit

The gateway service used for donation tax credit is the return service. It provides the following capabilities through defined service operations:

Service operation Description
Prepop Not available for donation tax credit
File Submits new or amended donation tax credit claim forms
RetrieveStatus Provides the status of a previously filed donation tax credit claim form
RetrieveReturn Provides a copy of a previously filed donation tax credit claim form
RetrieveFilingObligation Not available for donation tax credits

Software developer kit

View or download the DTC developer kit (SDK) this contains:

  • Sample request and response messages for each service operation
  • The schema (xsd) and supporting wsdl for the return service
  • The return service build pack for income tax (also covers donation tax credit and includes data definitions and response status codes)
  • Test scenarios
  • Test data

Supporting services for donation tax credit

Identity and access service

Intermediation service

This service allows the linking, delinking or updating of the intermediary client list to their clients' accounts or customer master and additionally the ability to retrieve clients and client lists that have already been established.

Find out more about the intermediation service

Other supporting guides and documents

SOAP API works in our gateway services

Learn about our soap API architecture that we offer through gateway services and how we authorise identity and access to our application types.

How to manage myIR logins and gateway services access tokens

Learn how to manage myIR logins for authorised representatives of an organisation so that access tokens can be generated for gateway services.

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Donation tax credit business use cases

The following are examples of sequences of the gateway return service operations that could be used to achieve a specific business outcome. The operation numbers in each use case are the proposed order to use each operation.

Number Use case File Prepop Retrieve
Status
Retrieve
Return
Retrieve
Filing
Obligation
1
Submit a new donation tax credit claim form
1
 
 
 
 
2
Retrieve the status of previously submitted donation tax credit claim form
 
 
1
 
 
3
Retrieve a previously submitted donation tax credit claim form
 
 
 
1
 
4
Amend and submit a donation tax credit claim form
 2
 
 
1
 

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