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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

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 $36,350, or:
    • $36,827 for 2009 to 2012 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:

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.

Important

Having a nominated person doesn't change your responsibilities. By law you're still personally responsible for your own tax affairs.

Find out more

Next steps

 

 


Date published: 05 Mar 2014

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