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Complete the IR526 Tax credit claim form 2016 to claim tax credits for donations for the tax year 1 April 2015 to 31 March 2016.
PDF | 90kb | 2 pages
This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print it out as you will not be able to save the information you enter into the form.
If you are making a donation tax credit claim for the 2016 tax year (1 April 2015 to 31 March 2016), and you made a donation claim last year (1 April 2014 to 31 March 2015), you don't need to fill out this form.
We will send you a form automatically in:
Tax credits can be claimed by individuals (not companies, trusts or partnerships) who earned taxable income in the period they are claiming for, and were a New Zealand resident for tax purposes at any time during the tax year.
You can claim a tax credit for each receipted donation of $5 or more to:
The IR526 cannot be used for donations made through payroll giving. You received the tax credits for these at the time of your donation.
Removal of childcare and housekeeper tax credits
You will need receipts for all donations that you would like to claim.
You will also need to provide the details of the bank account number that you would like this tax credit paid into. If you want this amount transferred to another person's income tax account, you will need to provide the IRD number of this person and the period that you want this credit paid to.
Send the claim form back to us. Remember to attach your receipts (to the blank section on page 2).
If you are required to file an IR3 income tax return for the year in which you made the donations, we will need to check your taxable income in your tax return when we process your claim.
If we don't have your tax return we will ask you for it.
Your tax return may not yet be due to be filed, however until it is your refund may be delayed.
You may avoid delays by sending your tax credit claim and your IR3 tax return at the same time.