This guide is for salary and wage earners who do not own a business or rental property.

What’s it about?

Learn how to find out if the right amount of tax has been deducted from your salary & wages for the year and how to arrange a refund if there has been an overpayment.

Step 1: Obtaining your earning information for the year.

First you need to obtain your gross earning details from employment for the year. Try collecting this from your employer’s payroll person or alternatively you can get this information from Inland Revenue by registering for Online Services. This enables you to see your taxation status for different tax types, employers and earnings figures year by year. Here’s how...

1. Go to www.ird.govt.nz and look on the homepage top right side for "Secure online services"
2. Click on register now and work through the registration process.
3. Once you’ve registered login to Online Services.
4. Look for the list of tax types.
5. Click on the “Tax Type INC - Income Tax”.
6. Click on the Earnings information link.
7. Select the year you wish to get earning details for.

You should now have the gross earnings information for the next step.

Step 2: Checking if you’re eligible for a refund.

At Inland Revenue’s website www.ird.govt.nz and click on the section “Will you get money back?”

You can then use the online refund calculator to see what your tax outcome is.

• If you are due a tax refund you can follow the instructions on how to request a Personal Tax Summary from Inland Revenue to start the refund process.
• If you are not due a tax refund you do not need to do anything further.
• IMPORTANT: If the calculator says you will have to pay more tax - do nothing more – unless of course you want to pay more tax. If you proceed to obtaining a personal tax summary you will have to pay the amount calculated.

Finished

If you have any questions please ask. We’re happy to help and talking with us is always free.

Posted 30/04/2009 – Updated 4/09/2014

---

---

Like to make your accounting and tax super easy and affordable? We'd love to work for you! Get a Quote!

---