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You can still request a personal tax summary for the previous four years (tax years ending 31 March 2018, 2017, 2016 and 2015).
A PTS is for salary and wage earners and shows your income and tax deduction details for the year. These details are based on the employment, pension or benefit information provided to us each month by your employer or payer. Your PTS tells you if you've:
Student loan repayment deductions from salary and wages are generally considered final, so you may not need to request a PTS.
Adjusted net income includes interest, dividends, Māori authority distributions or income as a casual agricultural employee or election-day worker. It also includes any income adjustments which are provided on the Adjust your income IR215.
If you do not have a student loan end-of-year repayment obligation you will not receive an End-of-year repayment obligation notice.
We send your PTS in July because we need to first process all the employment details that your employer sends us at the end of the tax year.
|You must request a PTS if you...||and you received ...|
|received income from $14,001 to $48,000||more than $200 of interest taxed at less than 17.5%.|
|received income from $48,001 to $70,000||more than $200 of interest taxed at less than 30%.|
|received income over $70,000||more than $200 of interest or dividends taxed at less than 33%.|
|received income over $48,000||more than $200 of taxable Māori authority distributions.|
|paid child support through Inland Revenue||more than $200 of interest, dividends or taxable Māori authority distributions.|
|received shares from your employer below market value and your employer has already provided us the value||these shares without tax being deducted from them.|
You can still request a PTS if you do not need to request one, or we will not be sending you one automatically. You may want to request one if you've worked out you're getting a refund.
You're most likely to get a refund if you:
You can check if you're due a refund before requesting a PTS. Log in to myIR and select Money back? under Account information to work out your taxes for the year.
If the result is a refund you can request and confirm your PTS after you've done the calculation.
If you're registered for myIR you can request and confirm your PTS through the My income tab. This is the easiest way to request and confirm your PTS, and has the following benefits:
You'll need to have the following information on hand:
Your PTS will be available in myIR as soon as it is processed.
You can request a PTS for any of the last five years but not earlier. For example from 1 April 2018 you will no longer be able to request a PTS for the tax year ending March 2013.
You can claim the following expenses on your PTS:
If you receive Working for Families Tax Credits from us, we'll send you an assessment at the end of the tax year, which shows your family details that we've used to work out your Working for Families Tax Credits entitlement.
You need to check that the information is correct. If you need to make any changes to your family details shown, you can update your details online in myIR using our My family details and income service, or call us.
The PTS and refund process
|June and July||PTS sent
Student loan end-of-year repayment calculations sent
|August||Request a personal tax summary in myIR|
|Once PTS is sent||Refunds less than $600 issue automatically
Refunds more than $600 issue once you've confirmed your PTS