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Mahia a-rorohiko

Request a personal tax summary

 

Note: If you have used this service to request a PTS in the past please note that this process can no longer be used. Now you can request your PTS online through myIR Secure Online Services.

If you're already registered for myIR you can request your PTS and confirm it by logging in. The form will pre-populate with your personal details and earnings information. Go to "Login".

If you're not registered for myIR, register now by going to "Register".

About this service

This service allows you to request a personal tax summary.

When to use this service

If you request a personal tax summary and it works out to be tax to pay, you will have to pay that tax.

You can find out whether you'll automatically be sent a personal tax summary or whether you must request one.

Note: If the payment date has passed you will also be required to pay late payment penalties and interest charges.

If you don't need to request a personal tax summary, you can check whether you've paid the correct amount of tax by using our Work out my income tax filing options calculator. If this works out to be a refund, you'll need to request a personal tax summary to get your refund.

Note: You can request a PTS for any of the last five tax years but not earlier. For example, from 1 April 2013 you will no longer be able to request a PTS for the year ending 31 March 2008.

What you will need
  • your IRD number - if you don't have your IRD number, call us on 0800 377 774
  • any interest, dividend or taxable Māori authority distribution details
  • details of any expenses you can claim.
After you finish

 

If you request a personal tax summary for any year from 2009 to 2012 it should arrive in 5 to 10 working days (in most cases). If you have not received your personal tax summary within six weeks please contact us on 0800 377 774.

   

Your personal tax summary will show if you have a refund, have tax to pay or if you've paid the correct amount of tax.

If you request your 2013  personal tax summary before 9 June 2013 you will receive it by the end of July.

If you request your 2013 personal tax summary after 9 June it should arrive within 45 working days.

This service may require you to send confidential information to Inland Revenue so it is located on a secure part of our website to prevent unauthorised interception. If you are unable to access this service, your browser and/or firewall settings may need updating.

Inland Revenue takes online security very seriously. We have systems in place to protect the information you provide us, and regularly update our standards and technology to provide protection for your personal information.

You play an important role in protecting your information by taking basic precautions to protect your computer and data. You should keep your computer secure, only deal online with people and organisations you know and trust, and check that your personal information travels across the internet on secure connections.

There are many resources about computer security (such as websites, books and magazines) that can help guide you on what security precautions are appropriate for your situation.