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Ngā aromatawai tāke moni whiwhi Income tax assessments

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Who gets an income tax assessment

You get an income tax assessment if we have all your income information for the tax year (1 April to 31 March).

This includes income from:

  • salary or wages
  • schedular payments
  • income-tested benefits
  • interest or dividends
  • taxable Maori authority distributions
  • benefits under an employee share scheme.

Your income tax assessment shows if you:

  • are due a refund
  • have tax to pay
  • have no tax to pay and are not due a refund.

What you need to do

Check the income tax assessment and tell us about any changes. If it is correct and you have no tax to pay you do not need to do anything else.

You need to tell us about changes, including:

  • your contact information
  • your bank account details
  • any income over $200 (before tax) you received that is not showing on your assessment.

What happens next

If you tell us about changes we send you a new income tax assessment. 

Are you due a refund?

We pay your refund into the bank account you gave us. We let you know if we need your bank account details.

We pay refunds from the end of May.

If you think you are due a refund for a previous year you can check in myIR. You'll need to request a personal tax summary for that year. If your personal tax summary shows you did not pay enough tax in that year you'll need to pay it.

Do you have tax to pay?

You need to pay your tax by 7 February. If you have a tax agent you need to pay your tax by 7 April.