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

The process for personal tax summaries (PTS) has changed.

You no longer need to request a personal tax summary as we’re automating the tax refund process for most individuals.

Learn more about the changes

At 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'll send you an income tax assessment

We'll automatically send you an income tax assessment (ITA) 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 ITA for other reasons not related to Working for Families Tax Credits.

Your ITA 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 income tax assessment is correct

You need to check all the information on your ITA 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 ITA.

If everything on your ITA is correct and your outcome is a refund, make sure that your bank account details are correct and we'll pay your refund directly into your bank account.

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.

To make sure you receive your income tax assessment on time

To make sure that you receive your income tax assessment by the end of July, you should confirm we have your correct address in myIR.

Filing an Individual tax return (IR3) instead of getting an income tax assessment

If you're self-employed you will not receive an income tax assessment and will need to fill out an Individual tax return (IR3).

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