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Who gets an automatically issued income tax assessment

Your assessment will be automatically calculated if we have all your income information for the tax year 1 April to 31 March.

We'll send you an assessment if your income is from:

  • employment
  • investments (bank deposits or savings interest)
  • a benefit under an employment share scheme.

This includes income from:

  • salary or wages
  • portfolio investment entities (PIE) including KiwiSaver
  • NZ Superannuation
  • schedular payments
  • income-tested benefits
  • interest or dividends
  • taxable Maori authority distributions
  • benefits under an employee share scheme (ESS).

When you get your automatically issued income tax assessment

Your assessment shows if you are due a refund or if you have tax to pay. In some situations we will automatically write-off tax owing.

Automatic write offs

Check the income tax assessment and tell us about any changes.

You need to tell us about:

  • any missing or incorrect information
  • any income over $200 (before tax) you received that is not showing on your assessment
  • changes to your contact information
  • changes to your bank account details
  • expenses you are eligible to claim against your income.

Types of individual expenses

Change my income tax assessment details

You can update your details anytime in myIR.

What happens next

If you tell us about changes, we'll update your account and send you a new income tax assessment.

If it's correct and you have no tax to pay you do not need to do anything else.

Refunds and tax bills


Last updated: 16 Jun 2021
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