What happens if you receive a personal tax summary (PTS)

By the end of April

What we do

If you receive your Working for Families Tax Credits payment as an annual lump sum, we send you a change of circumstances (COC) letter.

What you need to do

• If you received your COC letter, check whether it is correct.
• If you haven't received your COC letter by the end of April, call us on 0800 227 773 and request one. We will send it to you within three to four working days. You can call us:
  • Monday to Friday from 8am to 8pm, and
  • Saturday from 9am to 1pm.

By mid-July

What we do

We will automatically send you a personal tax summary (PTS):

• if you received Working for Families Tax Credits payment from us
• if you received Working for Families Tax Credits payment from Work and Income and earned over:
  • $36,827 for 2009 and 2010 years
  • $35,000 for 2007 and 2008 years
  • $20,356 for the 2005 and 2006 tax years
• for other reasons not related to Working for Family Tax Credits.

The PTS shows:

• what income you've earned
• what tax you've paid, and
• if you have a tax refund or tax bill.

What you need to do if you received your personal tax summary (PTS)

Check whether it is correct.

If everything is correct

• If you don't get a refund or if your refund is less than $200, you don't need to do anything.
• If your refund is more than $200, you need to confirm your PTS either through your online services account, or by contacting us.

If you need to make changes

Please either:

• login to your online services account
  • (not yet registered? Find out more about our online services.)
• call us on 0800 227 773 and make the changes over the phone - you can call us:
  • Monday to Friday from 8am to 8pm, and
  • Saturday from 9am to 1pm, or
• make the changes directly on the form in clear writing and post it to us.

We'll then send you an amended form.

What you need to do if you didn't receive your personal tax summary (PTS)

If you didn't receive your personal tax summary (PTS) by the end of July, request one online. We'll send it to you within 45 working days.

You can nominate someone else to act on your behalf

You can authorise another person to help you with your tax affairs. Your nominated person will have access to your personal information and can act with us on your behalf, so you will need to make sure they are someone you trust.

Find out more

• Check your change of circumstances (COC) letter
• Individual income tax: Personal tax summaries
• Individual income tax: Confirm your personal tax summary
• Find out about: Nominate someone to act on your behalf

Next steps

• Tell us about changes in your family or income

 

 

Date published: 30 Mar 2010

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