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Mahia a-rorohiko

 

Tax credit (formerly rebate) form IR527

Donations, childcare or housekeeper payments 

About this worksheet

This worksheet is to help you to complete the Tax credit claim form (IR526). The worksheet does not need to be returned to us as it's for your own calculations.

Adobe Acrobat PDF | 81kb | 2 pages

When to use this worksheet

Use this worksheet to help complete your Tax credit claim form (IR526):

  • list the amounts of donations you have made of $5 or more to an approved charity
  • list all payments you made for childcare and/or housekeeper during the tax year
  • calculate the amount of your rebate entitlement.

Completion of this worksheet is optional.

Note

If your donations were made to an approved donee organisation through your employer's payroll giving scheme you can't use the IR526 for these donations. You received the tax credits for these at the time of your donation.

You can use the IR526 to claim tax credits for donations not made through payroll giving.

What you will need

You will need:

  • receipts for:
    • donations
    • childcare and/or
    • housekeeper expenses
  • your Tax credit claim form (IR526).

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After you finish

Enter the total amounts of the donations you made or amounts you paid for childcare/housekeeper on your Tax credit claim form (IR526). You may wish to keep the IR527 worksheet for your own records. Do not send it to us.

See the information under Tax credit claim form (IR526) for claim instructions.