Text saying Tax Refunds Get Started Here with the steps next to them Text saying Tax Refunds Get Started Here with the steps next to them Text saying Tax Refunds Get Started Here with the steps next to them

Step 1
Eligibility
from April 1
 
Step 2
Calculate
mid-May
 
Step 3
Collect
mid-June
 

Step 1 | Check if you're eligible

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:

Great!
You could be eligible for a Tax Refund

If you haven't already registered for myIR, now is a really good time.

To register for a myIR account you'll need your IRD Number, you can find this:

A) On letters or statements from us,
B) On your KiwiSaver statement,
C) On your income details from your employer

COMPLETE STEP 2: REGISTER FOR myIR NOW

Registered for myIR already? Login to calculate and request your Personal Tax Summary

LOGIN TO myIR NOW

BACK TO STEP 1

Sorry!
You're probably not eligible for a Tax Refund

It doesn't look like you're eligible. But if you do think you're due a refund, you can still check
by using the no obligation calculator in myIR

LOGIN TO myIR NOW

Not registered?

REGISTER FOR myIR NOW

BACK TO STEP 1

Step 2 | Calculate and request

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.

DO STEP 1 FIRST: CHECK IF YOU'RE ELIGIBLE

CALCULATE WITH NO OBLIGATIONS

REQUEST YOUR PTS IN myIR

Not registered for myIR? Register now to calculate and request your Personal Tax Summary (PTS)

REGISTER FOR myIR NOW

Step 3 | Confirm and collect

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.

Step 3. Confirm & Collect

Watch this Step 3 video to see how simple it is.

 

'How to' video

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.