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Individual income tax
Te take whiwhinga mo te takitahi

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

Do you need to do anything?

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Only a few people need to do anything at the end of the tax year.

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 2008 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.

      • 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.

       

      • 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.

      • 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.

      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: 01 Jul 2008

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