If you've done Steps 1 and 2, your PTS will be ready to confirm in myIR from mid-June onwards. All you have to do is check each part of your PTS is correct by going through your PTS confirmation checklist in myIR.
You'll also need to check your bank account details are correct so we know where to refund your money.
Then you can confirm and submit your completed PTS to us and you'll get your refund within five working days.
Or complete all 3 Steps in one go from mid-June.
If you think you're due a refund based on the criteria in Step 1, you can use our calculator in myIR to do a no-obligation check, before you request your personal tax summary (PTS). A PTS is a summary of your income and tax details for the tax year.
If the calculator shows you could be due a refund, you can go ahead and request your PTS. You'll just need to select the tax year you want to request, tick the declaration box then click request again.
Think you could be owed a tax refund? Select any of the below criteria and get registered for myIR. Then you'll be able to get it sorted online.
Select any statements that apply to you:
Watch this Step 3 video to see how simple it is.
If you're unsure about how to request and confirm your PTS, check out our 'How to' video below, which shows you how to check, calculate and collect your tax refund in myIR.