Got a Question?
How do I claim my tax return?
Your income tax refund will be transferred into your bank account. We can send a cheque but this delays the time to about 15 days. If you have moved or returned overseas we can transfer your money to your overseas bank account. We won't post a cheque overseas as you will struggle to cash it as it will be in NZ funds.
When can I apply for my 2010 tax refund?
You can apply now for your refund but IRD will not have confirmed income details until late May. They do not release the refund until late June.
What if I have left NZ?
Please provide a copy of the boarding pass and a copy of you passport showing the exit stamp as well as your details.
What do I need to provide?
All you need to provide is your IRD number, driver's licence details or another form of photo ID and an electronic signature. We do require some additional income details (if any). We are able to access your wage details from IRD.
If you are leaving NZ permanently we require the start and finish dates, and the names of all your employers. Wage slips are great if you have them, but we should be able to gather this information for you.
You need a confirmed date and fully paid itinerary from a Travel Agent showing this departure date.
Will I be owed an income tax refund?
It depends on many different things. We access your wage records from the IRD. We calculate what tax claim you should have each year.
Almost 70% of working travellers are owed a refund of tax they have paid if you haven't worked in NZ for a whole year. Remember though that NZ doesn't have the same tax free amount that the UK or Australia does.
I am at school but working as well. Am I owed a refund?
Yes. 95% of all secondary school students are owed a refund. We have a set fee of a maximum of $25 per year for secondary school students who are currently at school.
We have a family. Will we be owed an income tax refund?
More than likely you will. It depends if the children are still dependent, under 19 and still at school. It also depends how many hours you and your husband/wife/partner are working and whether you have received all your Family Support entitlements.
I rented out my house during the year. Should I do anything different?
You will need to talk to our accounting division as you are required to file a different return. They will ask you for all the relevant information to maximise your refund.
Will I need to contact you every year?
No. If you wish to remain a client we will check for refunds during May - June and notify you if you are owed a refund.
How much does it cost for your service?
We deduct 19.5% to a maximum of $400 and a minimum of $19 per return per year. Our fees are 100% deductible expenses. This means you can claim the expense against your income = more refund.
If you are required to file a tax return (arrived or left NZ part way during a year or received withholding payments) the fee is a minimum of $100. This is payable whether there is a refund or tax to pay.
How much will my tax refund be?
Everybody's income tax refund is different. We have processed income tax refunds from $6 up to $36,600.
What happens if I owe child support?
We are unable to help you through our tax refunds division but will transfer your application to our accounting division who can help. Their fees are different to ours.
What if I owe the tax department money?
If you have contacted the IRD directly and owe them you will have to pay it. We can check for you and if you owe them money instead of a refund we will not proceed. There is no cost for this service.
Can I contact the Inland Revenue Department directly?
Yes. Anyone can talk to the IRD about their own tax affairs. Remember – if you owe them money you will be obliged to pay it. The IRD suggest you speak to an accountant or tax agent such as ourselves.
Can you claim my donations rebate for me?
Yes. It is easier to complete all refunds together. From 1 April 2008 you can claim a rebate much higher than the $630 previously allowed. Contact our office now for more details.
Why am I not owed a refund? My workmate is
Everybody has different circumstances. Some people have more than one job, more than one child and make more donations.
How will I receive my refund?
Refunds will be transferred from our Trust Account directly into your bank account. In some circumstances we are able to post a cheque. This will add approximately 7 days to the time taken. Should you wish to collect the cheque you will need to bring in photo ID.
How long will my Inland Revenue tax return take?
Our office processes your income tax refund the same day the signed application is received. Clear funds are usually into your account within 5 days. Any delays will be from the Inland Revenue Tax Office. At different times of the year they have many returns to process, therefore there could be a delay. It is essential that all information contained in your tax return form is accurate and complete to speed up the process.
If I already receive Family Assistance (Working for Family Tax Credits) is there a fee?
If you are already receiving WFFTC and it is correct there is no charge.
We only charge a fee when the assessment is incorrect or you have not received any entitlements yet.
What does your 10 day payback guarantee mean?
It mean your money is in your bank account, faster. We’ll ensure that just 10 days from you completing an application form online, any money that’s owed you will be in your account. Or, we won’t charge you a cent. This does not apply to the 2010 tax year.Terms and conditions: Online applications only. Must have the correct bank account and IRD number as payment is by direct bank transfer only. Does not apply if you are registered for Family Assistance. Regular personal tax summaries only. (No withholding tax, part year.) Subject to IRD availibilty.