About this worksheet

Use this worksheet to check if you are due a tax refund from us.

Adobe Acrobat PDF | 147kb | 4 pages

When to use this worksheet

Use this worksheet if your income between 1 April 2006 and 31 March 2007 was from salary, wages, benefits or taxable pensions. If you received any other type of income, such as rents or self-employed income, you must file an IR3 individual tax return.

What you will need

You'll need the following information with you to complete this form:

• your income details for the year. You can get these from:
  • our Look at Account Information service - please note you need to be registered to use this service
  • your summary of earnings
  • your year end pay slip(s)
• any interest, dividend or taxable Maori authority distribution details
• details of any expenses you can claim.

You can claim the following expenses on a personal tax summary:

• a fee paid to someone for completing your tax return
• commission on interest or dividend income (but not bank fees)
• interest on money you borrowed to buy shares or to invest, as long as the investment will produce some income that is taxable
• premiums on loss of earnings insurance, provided that the benefit for the insurance policy is taxable income.

You'll also need a touch tone telephone to calculate the rebates and final tax calculations.

Download Acrobat Reader to view PDF files

Report an accessibility problem for this page

After you finish

This worksheet is for your information only and you don't need to send it to us.

If the result of your calculation is a refund, you'll need to request a Personal tax summary calculation for 2007. If the result of your calculation is tax to pay, you don't need to do anything.

You may wish to print and keep a copy of this worksheet for your personal records.