Start by registering for a myIR account which lets you manage all your Inland Revenue matters securely online.
Having a myIR account means that you can see and confirm your personal tax summary (PTS) easily online.
Your PTS will include any income information and Working for Families Tax Credits details.
Make sure all your income, benefits and family details are up to date in myIR. This will help make sure you're getting the right entitlements.
You should also check and update your bank account details - we'll need it if you're due a refund.
Your PTS will be ready in your myIR account from mid-June onwards. We'll send you an email when it's there.
Once your PTS is available, you'll need to login to myIR and follow the checklist to confirm that everything is correct.
Select 'Send to Inland Revenue' and if you're due a refund you'll get it within five working days.
Check out our demo on sorting your personal tax summary.