What happens at the end of the tax year
The tax year runs from 1 April to 31 March.
| Responsibility | Description | Find out more... |
|---|---|---|
April |
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| Inland Revenue |
Claiming tax credits 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. |
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Filing an IR3 return 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). |
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May |
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| Inland Revenue |
Filing an IR3 return If we sent you an IR3 return 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. |
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| Taxpayer |
Filing an IR3 return If you don't automatically receive an Individual income tax return (IR3) and think you may need one, you can request one. |
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June and July |
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| 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. |
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| Taxpayer |
Filing an IR3 return Work out if you need to file a return, pay more tax, get a refund or do nothing. |
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| You need to file your IR3 return by 7 July (there are some exceptions). | ||
Once your IR3 return is processed or you receive your personal tax summary (PTS) |
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| Inland Revenue |
You'll get confirmation of your tax refund or bill to pay from either:
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February or April the following year |
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| Taxpayer |
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. |
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Date published: 24 Aug 2009
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