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Working for Families Tax Credits

What happens after the end of the tax year

After the tax year ends (31 March), there will be a few things you may need to do or check before we can calculate your Working for Families Tax Credits (WfFTC) entitlement.

Check your personal tax summary 

We will automatically send you a personal tax summary by the end of July:

  • if you received Working for Families Tax Credit payments from us
  • if you have chosen a lump sum payment and have an entitlement
  • if you received Families Tax Credit payments from Work and Income and earned over $36,350 before tax, or 
  • for other reasons not related to Working for Families Tax Credits.

Your personal tax summary shows:

  • what income you've earned
  • what tax you've paid
  • if you have a tax refund or tax bill, and
  • whether you have been under or over paid Working for Families Tax Credits.

We need you to check all information is correct. If:

If you need to make other changes you can do this:

If you make changes we'll send you an updated personal tax summary.

If you don't receive your personal tax summary

If you don't receive your personal tax summary by the end of July, you should confirm we have your correct address in myIR. We'll send it to you within 45 working days.

Filing an income tax return 

You don’t usually need to file an Individual income tax return (IR3), unless you have received income that has no tax deducted.

Find out if you need to file an IR3.

If you filed a tax return with us last year we will automatically send you an income tax return (IR3), however it’s easier to file online through myIR.

We use the income information in your return to calculate your annual Working for Families Tax Credits entitlement.

Check your change of circumstances letter 

If you receive your Working for Families Tax Credit as an annual lump sum, you will get a change of circumstances letter after the end of the tax year.

The letter shows all the information we hold about your family and income. We use this information to calculate your Working for Families Tax Credit for the tax year.

We need you to check that the information is correct.

If all the information is correct and you don't have any changes, you don't need to let us know. Keep the letter for your personal records.

If you need to make a change, you can do this:

Income types and adjustments for Working for Families Tax Credits 

To make sure you receive the correct amount of Working for Families Tax Credits, find out if you need to make any income adjustments.

Find out more information on the income types and adjustments for years ending after 31 March 2015.

Find out more information on the income types and adjustments for tax years ended 31 March 2012, 2013 and 2014.

Next steps