Work out if you need to do anything at the end of the tax year (What to do at the end of the tax year (31 March))

You are here: Home › Individual income tax › What to do at the end of the tax year (31 March) › Work out if you need to do anything

Individual income tax
Te take whiwhinga mo te takitahi

Individual income tax

Independent earner tax credit (IETC)

What to do at the end of the tax year (31 March)

Work out if you need to do anything

Personal tax summaries (PTS)

Income tax returns (IR3)

Tax credits (formerly rebates)

Donations, childcare and housekeeper tax credits (formerly rebates)

What happens at the end of the tax year

Filing your income tax return

Refund or tax bill?

How different types of income are taxed

Additional information and help

Work out if you need to do anything at the end of the tax year

Do you need to do anything?

You may be eligible for a refund, or, if you've earned money that hasn't been taxed you'll need to file a return.

A personal tax summary or an IR3 will tell you whether you'll get a refund or a bill to pay.

How to find out if you need to do anything

From April, you can check if you need to do anything for the tax year ending 31 March 2009 by using our questionnaire Do you need to file an IR3 return or receive a personal tax summary?

If you...	then you...	Find out more...
earned salary or wages only and used the correct tax code	probably paid the right amount of tax and don't need to do anything.	You can check this by using the Personal tax summary calculator under "Work it out".
earned salary or wages, and received Working for Families Tax Credits (previously family assistance), or think you may have paid too much or too little tax during the year	may need to get a personal tax summary. Your personal tax summary will calculate your end-of-year tax square up.	Personal tax summaries (PTS)
earned income that hasn't been taxed (for example rental or self-employed income) earned overseas income run your own business, or received schedular payments (formerly withholding payments)	need to file an Individual income tax return (IR3). Note: If you filed an IR3 last year, we'll send you one automatically this year.	Income tax returns (IR3)
are under 15, or under 19 and still at school earned less than $9,880 worked for less than a full year or had more than one job	may be eligible for a tax credit. This means you may get a refund.	Tax credits
paid for childcare, a housekeeper, or made a donation for school fees or to a charity	may be eligible for a tax credit. This means you may get a refund.	Donations, childcare or housekeeper tax credits
used a secondary tax code and your main source of income was less than $14,000 received interest and your total income from other sources was less than $14,000	may have had too much tax deducted. This means you may get a refund.	Personal tax summaries (PTS)

Most people don't need to do anything

Most people who earn salary or wages pay the correct amount of tax and don't need to do anything at the end of the tax year (31 March).

Date published: 28 Apr 2009

Back to top