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2018 Tax Refund txt message campaign

If you:

  • Requested a Personal Tax Summary for 2016 and/or 2017
  • Are not linked to a Tax Agent or a Tax Refund Company, and
  • Received a text message from IRD about your PTS

Then you won't need to call us this year as we'll calculate if you're entitled to a refund based on your salary or wage earnings for the tax year ending 31 March 2018.

A full list of the text messages sent out during the campaign is available below.

We’ll calculate if you're entitled to a refund based on your salary or wage earnings

If we calculate a refund for you we’ll automatically issue you a Personal Tax Summary (PTS). We’ll keep you informed by sending text updates along the way.

If you're not due a refund or no longer meet the above criteria, then we won't issue you a Personal Tax Summary unless required. We’ll still keep you informed by sending text updates to let you know the outcome.

As we’re keeping you updated along the way through text messages and updates to this page, please make sure your details are up to date in myIR – including your bank account, address and contact phone number.

myIR

If you don’t have a myIR account, you can register here.

If you’ve forgotten your password, you can reset this online here.

Have additional income or expenses to include in your PTS?

We’ll let you know when it’s time to update your other income and expense details if you have any.

You only need to tell us about interest or dividend income if the total was greater than $200 and it wasn’t taxed at the correct rate, or if you are liable for child support.

You only need to tell us if you received more than $200 in Māori authority distributions and your total income was over $48,000.

You can claim the following expenses on your personal tax summary:

  • a fee charged by someone for completing your tax return
  • commission on interest or dividend income (but not bank fees)
  • interest on money you borrowed to buy shares or to invest, as long as the investment will produce taxable income
  • premiums on loss of earnings insurance, provided the benefit from the insurance policy is taxable income.

View our demonstration on how to confirm your PTS in myIR.

For more information, check out Personal tax summaries (PTS).

Are you an undischarged bankrupt?

While you are bankrupt, you're entitled to receive Working for Families Tax Credits. Any other tax credits from before or during your bankruptcy will either be used to offset your debts or will be sent to the Official Assignee.

In the year that you are discharged from bankruptcy, we'll apportion any credit between you and the Official Assignee.

For more information, check out Personal insolvency.

Previous txt messages relating to the same campaign:

  • 12 – 26 March 2018:
    "Hi, IRD here. Want to know if you get a tax refund? This year we’ll work it out for you. Go to ird.govt.nz/pts for more info.”
  • 18 – 24 April 2018:
    “Hi, IRD here. We’re still receiving your income details to work out if you get a refund. This year we’ll work it out for you. Go to ird.govt.nz/pts for more info”
    Or
    “Hi, IRD here. We see you’re now linked to a tax agent, which means we will no longer work out if you’re due a refund. Go to ird.govt.nz/pts for more info”
    Or
    “Hi, IRD here. We see you need to file an IR3 this year, which means we will no longer send you a PTS. Go to ird.govt.nz/ir3 for more info”
  • 7 – 11 May 2018:
    “To help process your refund more quickly, ensure your contact and bank account details are up to date in myIR. Forgot your password? You can reset this online”
    Or
    “Hi, IRD here. To get ready for your tax refund outcome, you can help by making sure your contact and bank account details are up to date in myIR. Log in at ird.govt.nz/myIR”
  • 7 – 11 June 2018:
    “Hi, IRD here. We’ve worked out your refund is less than $5 so we’ll automatically carry it forward to next year. Log in at ird.govt.nz/myIR for more details”
    Or
    “Hi, IRD here. Good news – you’ll be receiving a tax refund for the last year which will arrive in 15 working days. Log in at ird.govt.nz/myIR for more details”
    Or
    “Hi, IRD here. Good news – you’ll be receiving a tax refund for the last year. Log in at ird.govt.nz/myIR to confirm your PTS is correct and receive your refund”
    Or
    “Hi, IRD here. We’ve finished working out if you’ll get a tax refund this year. This year, based on your salary and wage information, you're not due a refund.”
    Or
    “Hi, IRD here. We see you’re now linked to a tax agent, which means we will no longer work out if you’re due a refund. Go to ird.govt.nz/PTS for more info”
    Or
    “Hi, IRD here. We see you need to file an IR3 this year, which means we will no longer send you a PTS. Go to ird.govt.nz/ir3 for more info”
    Or
    “Hi, IRD here. We’ve calculated a tax refund for last year. As you’re bankrupt it will be sent to the Official Assignee. For more info go to ird.govt.nz/pts”
    Or
    “Hi, IRD here. We’ve calculated a tax refund for you to confirm in myIR. As you’re bankrupt your credit will go to the Official Assignee. Visit ird.govt.nz/pts”
    Or
    “Hi, IRD here. We calculated that based on your earnings info you are not due a refund. If you have other income/expenses, go to ird.govt.nz/pts for more info”
    Or
    “Hi, IRD here. We’ve worked out you’ll get a refund for last year. As you’re bankrupt your credit may go to the Official Assignee. Visit ird.govt.nz/pts”
    Or
    “Hi, IRD here. We’ve calculated a tax refund for you to confirm in myIR. As you’re bankrupt your credit may go to the Official Assignee. Visit ird.govt.nz/pts”
    Or
    “Hi, IRD here. We can see that you’ve already taken steps to sort your end of year taxes. To check on the progress, log into myIR here ird.govt.nz/myIR”