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Working for Families Tax Credits
Ngā tukunga tāke me whakaruruhau te iwi

What happens after the end of the tax year

After the tax year ends (31 March), there will be a few things you may need to do or check before we can work out your Working for Families Tax Credits (WfFTC) entitlement.

We will send you a personal tax summary

We'll automatically send you a personal tax summary (PTS) by the end of July if you:

  • received Working for Families Tax Credit payments from us
  • have chosen a lump sum payment and have an entitlement, or
  • received family tax credit or Best Start tax credit payments from Work and Income and earned over $36,350 before tax.

We may also send you a PTS for other reasons not related to Working for Families Tax Credits.

Your PTS shows:

  • the income you've earned
  • the tax you've paid
  • if you have a tax refund or bill, and
  • if you have been under or over paid Working for Families Tax Credits.

Check your personal tax summary is correct

You need to check all the information on your PTS is correct.

If you have other income or adjustments you need to tell us about:

If you need to make other changes you can do this:

If you make changes we'll send you an updated PTS.

If everything on your PTS is correct and your outcome is:

  • a refund less than $600, make sure your bank details are correct. We'll pay your refund within 15 working days from the date of the PTS
  • a refund more than $600, you need to confirm your PTS in myIR or by calling us on 0800 257 777. We'll pay your refund after you have confirmed your PTS, or
  • an amount to pay, make sure you pay it by the due date.
Note

We will transfer your refund:

  • when you owe child support even when under an instalment arrangement
  • to debt owing when there is no instalment arrangement
  • when you have an instalment arrangement and you've asked us to use future refunds to clear debt.

If you don't receive your personal tax summary

If you don't receive your PTS by the end of July, you should confirm we have your correct address in myIR. We'll send it to you within 45 working days.

Filing an Individual tax return (IR3) instead of getting a personal tax summary

You don’t usually need to file an Individual tax return (IR3), unless you have received income that has no tax deducted.

Find out if you need to file an IR3

If you filed an IR3 last year we'll automatically send you one this year.

We use the income information in your IR3 to work out your Working for Families Tax Credits entitlement for the year.

Check your change of circumstances letter

If you receive your Working for Families Tax Credit as a lump sum, you'll get a change of circumstances letter after the end of the tax year.

The letter shows all the information we hold about your family and income. We use this information to work out your Working for Families Tax Credit for the tax year.

We need you to check that the information is correct.

If all the information is correct and you don't have any changes, you don't need to let us know. Keep the letter for your personal records.

If you need to make a change, you can do this:

Income types and adjustments for Working for Families Tax Credits

To make sure you receive the correct amount of Working for Families Tax Credits, find out if you need to make any income adjustments.

Find out more information on the income types and adjustments for years ending after 31 March 2015

Find out more information on the income types and adjustments for tax years ended 31 March 2013 and 2014

Next steps