Do you qualify for a tax refund?

How do you know if you're due a refund?

You may be entitled to a refund if you:

• worked for only part of the year
• earned less than $14,000
• were paid a lump sum, for example redundancy
• had more than one job during the year
• have expenses to claim
• were entitled to the independent earner tax credit but didn’t claim it fully during the tax year
• paid too much tax

Will you receive a tax refund?

You can use the Personal tax summary (PTS) calculator to estimate how much it may be.

What do you need to do to get your refund?

If you're a salary or wage earner and the PTS calculator shows you may be due a refund

Step	What happens
1	You request a personal tax summary (PTS).
2	If your refund is … then … $200 or less we'll automatically issue your refund within 15 days. more than $200 you'll need to confirm your PTS details before we issue your refund.
3	You confirm your PTS (if you need to).
4	We'll update our information and recalculate your tax summary, if required.
5	We'll then pay you what you're owed.

If you earn business income

Step	What happens
1	You complete an IR3 return.
2	We'll process your return and work out if you're owed a refund.
3	We'll then pay you any amount you're owed.

How do we pay your refunds?

We'll send your refund either to:

• the bank account listed, within 5 working days, or
• you as a cheque, within 10 working days

unless you have any:

• debt with us, or
• child support arrears

- your refund will be used to pay these first.

Find out more