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About this form

Complete this form to claim tax credits for donations, childcare and/or a housekeeper. The claim form is not year-specific – you will need to write which year you are claiming your tax credit for.

Adobe Acrobat PDF | 99kb | 2 pages

This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print it out as you will not be able to save the information you enter into the form.

When to use this form

If you are making a tax credit claim for the 2010 tax year (1 April 2009 to 31 March 2010), and you made a claim last year (1 April 2008 to 31 March 2009), you don't need to fill out this form.  We will send you a form automatically in April 2010.

Tax credits can be claimed by individuals (not companies, trusts or partnerships) who earned taxable income in the period they are claiming for, and were in New Zealand at any time during the tax year (including non-residents).

You can claim a tax credit for each receipted donation of $5 or more to:

• an approved charitable, benevolent, philanthropic, or cultural organisation
• an approved New Zealand religious organisation
• approved overseas aid funds
• kindergartens (excludes private kindergartens or other early child care fees which can be claimed under the childcare tax credit)
• state schools, state integrated schools, other schools who have been approved as a donee organisation, school boards of trustees or parent teacher associations.

What you will need

You will need to total donations and the amount paid to childcare or a housekeeper separately.

You will also need to provide the details of the bank account number that you would like this tax credit paid into. If you are wanting this amount transferred to another person's income tax account, you will need to provide the IRD number of this person and the period that you want this credit paid to.

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After you finish

Send the claim form back to us. Remember to attach your receipts (to the blank section on page 2).

• You will receive a notice of your tax credit amount within six weeks and this amount will be direct credited to the bank account nominated on your form, unless you have a debt with us, or ask for it to be transferred to another income tax account.
• If you send in your form and then want to make another tax credit claim for donations, childcare or a housekeeper, post the receipts to us with your name, address and IRD number. We will update your claim.

List of postal addresses for Inland Revenue >