Look at account information help

 

 

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Account details not available

We have details in this period which are not able to be displayed at present. This could be due to a recently filed return. We process 80% of income tax returns within six weeks of receipt and the balance within 10 weeks. If it has been more than 10 weeks since you sent in your return, or you require more information about this period please contact us.

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Check out our timetable for our income tax forms

IR3 tax returns are sent out in April and May. If you file an IR3, and also get salary, wages or schedular payments (formerly withholding payments), you will need a summary of earnings which we will send to you in late May.

You can also view your summary of earnings by selecting "Earning Information" on the "Income Tax Account Summary" page

Use our online calculator Do you need to file an IR3 return or receive a personal tax summary to work out if you're required to file an IR3 return or request a personal tax summary.

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Current working for families tax credits payments

This is the total weekly or fortnightly working for families tax credits payments you have received so far this year.

Find out more about working for families tax credits.

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End of year square up has been calculated

We have calculated and sent out your end of year square up to you.

Find out more about end of year square up.

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End of year square up has not been calculated

This is the total working for families tax credits payments you have received this year. We have not yet calculated your end of year square up. End of year square up is calculated either when you file your income tax return, or when your personal tax summary is processed.

Find out more about end of year square up.

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Need a return?

Pick from the following:

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Personal tax summary awaiting issue

Your personal tax summary has been processed but we have not been able to send it to you. Please contact us to update your details so we can issue a personal tax summary to you.

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Personal tax summary confirmed

Your personal tax summary has been processed and confirmed.

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Personal tax summary currently being processed

We are currently processing your personal tax summary. Personal tax summaries are issued throughout June and July. You should receive your personal tax summary by mid August.

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Personal tax summary issued

Your personal tax summary has been processed and issued to you.

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Personal tax summary issued and awaiting confirmation

Your personal tax summary has been processed but you have not yet confirmed the assessment. If your balance is more than:

To confirm a personal tax summary

1. Check that all the information on your personal tax summary, including your bank account if shown, is correct: 2. Phone 0800 257 771 anytime between 6am and midnight, 7 days a week. Remember to have your IRD number handy.

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Return currently being processed

We are still processing your return. Return processing timelines are listed below:

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Return finalised

You are not required to file a tax return for this period

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Return issued

A return has been issued for the period but has not yet been filed. You can confirm when any return is due on our Calendars and important dates page.

Use our online calculator Do you need to file an IR3 return or receive a personal tax summary to work out if you're required to file an IR3 return or request a personal tax summary.

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Return overdue

What to do now :

It is very important that you complete your overdue return and send it to us, or contact us as soon as possible so that we can update your account.

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Return processed

Your return has been processed. You can view the assessment by selecting the balance on the account summary page.

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Tax period is still in progress

This is not the final balance for this period as the current period has not yet finished.

You can confirm when any return is due on our Calendars and important dates page.

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