Inland Revenue

Tax credit (formerly Rebate claims)
If you claimed donations, childcare or housekeeper tax credits last year, we'll send you a tax credit claim form. Or, you can download one at any time.

IR3 taxpayers
If we know that you earn income that hasn't been taxed, for example self-employed or rental income, we'll send you an Individual income tax return (IR3).

• Donations, childcare and housekeeper tax credits
  
• Income tax returns (IR3)

Inland Revenue

IR3 taxpayers
If we sent you an IR3 and you also have income from salary, wages or schedular payments (formerly withholding payments), we'll send you a summary of earnings to use when you file your return.

• Income tax returns (IR3)

Taxpayer

IR3 taxpayers
If you don't automatically receive an Individual income tax return (IR3) and think you may need one, you can request one.

If you haven't received your summary of earnings by the end of May you can get one online.

• Income tax returns (IR3)

Inland Revenue

Salary and wage earners
If you received salary, wages or benefit income and we think you need an end of year square-up, we'll send you a personal tax summary. This will show if you have a tax refund or bill.

• Personal tax summaries (PTS)

Taxpayer

Work out if you need to file a return, pay more tax, get a refund or do nothing.

• Work out if you need to do anything

IR3 taxpayers
You need to file your IR3 return by 7 July (there are some exceptions).

• Filing your income tax return

Inland Revenue

You'll get confirmation of your tax refund or bill to pay from either:

• your return acknowledgement if you're an IR3 taxpayer (we'll send you one after we process your return), or
• your personal tax summary

• Refund or tax bill?
• Understanding your IR3 asessment
• Understanding your PTS calculation

If you have a tax bill you must pay the amount by 7 February of the following year.

If you have a tax agent, you have until 7 April to pay.

• If you have tax to pay