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Personal tax worksheet 2015 IR746

(1 April 2014 to 31 March 2015)

About this worksheet

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.

PDF | 93kb | 4 pages

When to use this worksheet

Use this worksheet if your income between 1 April 2014 and 31 March 2015 was from salary, wages, benefits or taxable pensions. If you received any other type of income, such as rents or self-employed income, you must file an IR3 individual tax return.

What you will need

To complete this worksheet you'll need the following:

  • a summary of earnings (from us) - you can also view your earnings information online through our myIR Secure Online Services or you can complete this worksheet using information provided by your employer
  • any interest or dividend information from your bank or financial institution
  • any taxable Māori authority distribution information
  • a touch tone phone to calculate tax credits and final tax calculations.

You can claim the following expenses on a personal tax summary:

  • a fee paid to someone for completing your tax return
  • commission on interest or dividend income (but not bank fees)
  • interest on money you borrowed to buy shares or to invest, as long as the investment will produce some income that is taxable
  • premiums on loss of earnings insurance, provided that the benefit for the insurance policy is taxable income.
After you finish

This worksheet is for your information only and you don't need to send it to us.

If the result of your calculation is a refund, you'll need to request a Personal tax summary for 2015. If the result of your calculation is tax to pay, you don't need to do anything.