Frequently Asked Questions

Am I due a tax refund?

Yes there is a good chance you are due a tax refund, 93% of our customers have over paid their tax in the last 5 years. However it does depend on a variety of personal factors, such as duration of work, income levels, family status etc. We use all the information you provide us along with the information we receive from the IRD to calculate if you're owed a tax refund during the last 5 years.

How do I claim my tax refund?

Claiming your tax refund is simple! Click here to go to our online form - it only takes a few minutes to complete and within 60 seconds our market leading software Alpha can tell you how much you're owed.

If you experience any problems please fill out the enquiry form on the contact page.

How much will my tax refund be?

Everybody's tax refund is different and until you provide us with the information specified in the form we are unable to accurately calculate what you're owed. So far our biggest refund was $36,600!

When can I apply for my 2011 tax refund?

You can apply now and in just 60 seconds we will let you know if you're owed a refund from the 2011 tax year (1st April 2010 - 31st March 2011).

What does your 60 second promise mean?

It means that within 60 seconds of submitting a completed online application form you'll be able to see whether you're owed a tax refund during the last 5 years. We can make this promise thanks to our market leading software - Alpha.

*In order for us to fulfil the 60 second promise you must apply on-line. You must supply the correct IRD number and valid driver's licence details. You must enter your name as stated on your IRD records. Does not apply to travellers, or those with student loans, or those receiving Working for Families benefits, or those with any additional income such as interest/dividends/MAD and withholding tax. The IRD website must be live and your record accessible. The Veda website must be live. 

How much does your service cost?

We operate a no refund no fee policy, this means if you are not due a tax refund you will not be charged.

Our fees are 19.5% of the tax refund to a maximum fee of $400 and a minimum fee of $19 per refund.

For school children there's only a $25 maximum fee per refund, with a minimum fee of $19 per refund.

We automatically deduct our fees from your refund.

If you need to file an IR3 tax return (arrived or left New Zealand part way through a year or received withholding payments) there is a minimum fee of $100. This is payable whether there is a tax refund or tax to pay.

Did you know our fees are 100% deductible expenses? This means you can claim the expense against your income and you get more of the refund.

What if I owe the IRD (Inland Revenue Department) money?

When you apply for a tax refund with us we are able to calculate if you have tax owing or are due a refund. In a situation with tax owing we will not proceed with your tax refund claim for that year; this will therefore not create a debt with the IRD. As we operate a no refund, no fee policy we will not charge you for this service.

If you have previously filed a tax return or have made a request for a PTS (Personal Tax Summary) with the IRD and discovered you owe them money, unfortunately you will have to pay it. 

What do I need to provide?

All you need to provide is your IRD number and driver licence details (or another form of photo ID). With your consent we're able to access your income details from the IRD and carry out all the hard work for you. If we do require any further details we will get in touch using the details you supplied.  

When will I receive my tax refund?

Our aim is to ensure that your refund and any other money owed to you will be in your bank account within 3 working days of you submitting your online application form.

To receive your funds in just 3 working days you must supply all the information requested on the online form and the information must be accurate - therefore you must supply the correct bank account details, driver licence details and IRD number, as standard payment is made by direct bank transfer only. The 3 day payment promise does not apply if you are registered for family assistance, have debts with the IRD, or pay child support (this is because your personal circumstances require a more detailed calculation to determine your tax refund status). The 3 day payment only applies for regular personal tax summaries (i.e. no IR3 - withholding tax, part year employment). The 3 working day payment does not apply to the 2011 tax year until August 2011. The 3 working day payment promise is subject to the IRD availability. Working days are Monday to Friday and exclude public holidays.

How will I receive my refund? / What if I don't have a bank account?

We transfer your tax refund from our trust account directly into the bank account details you provide on the form (usually within 3 working days - see above for terms).

In some circumstances we are able to post a cheque. This will take approximately 15 days to arrive to your specified address. Should you wish to collect the cheque from our Christchurch office you will need to bring in photo ID.

If you have moved, or returned overseas, we can transfer your money to your overseas bank account. We don't post cheques overseas as you will struggle to cash them, as it will be in New Zealand funds.  

Can I contact the IRD directly?

Yes. Anyone can talk to the IRD about their own tax affairs.

Will I need to contact you every year?

There's no need, we will check to see what you're owed every year between the months of May and June and notify you of an impending tax refund.

My colleague was owed a tax refund but I wasn't, why?

Everybody has different personal circumstances which can affect the amount of tax they have to pay, such as some people have more than one job, more than one child and make donations. On the plus side it means that you have not over paid your tax across the year.

What if I have left New Zealand?

We can still process your NZ Tax Refund; however we do require a copy of the boarding pass and a copy of your passport showing the exit stamp.

If you make a claim prior to your departure we also require a confirmed date and fully paid itinerary from a travel agent, this will act as proof of your departure.  

If you are leaving NZ permanently we will need proof of your earnings for the current tax year. We can help arrange all of this; just give us a call on 0800 03 04 05 and one of our specialists will help!

I have a family. Will we be owed an income tax refund?

It's more than likely you will. However it does depend if the children are still dependent, under 19 years old 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. It's therefore important that accurate details are entered on the form.

If I already receive family assistance (Working for Family Tax Credits) is there a fee?

If you're already receiving WFFTC (Working for Family Tax Credits) and it's correct there is no charge.

A fee is charged when the assessment you received is incorrect or you have not received any entitlements to date. Please see 'how much does your service cost?' for more information.

What happens if I owe child support?

Our tax refunds division are unable to help you if you owe child support; any refunds will go directly to reducing your outstanding debts.

I'm at school but working as well. Am I owed an income tax refund?

It's more than likely you will be owed a tax refund. 95% of our customers who are secondary school students and working have overpaid their tax 

My child is at preschool am I due a tax refund?

If your child is at preschool or you're paying voluntary school fees you are able to claim a rebate as they're costs. We require receipts for each year.

I rent out my house during the year. Should I do anything different?

We suggest you talk to our accounting division on 0800 03 04 05 as you are required to file a different tax return. They will ask you for relevant information that could maximise your refund.

Can you claim my donations rebate for me?

Yes. We we can claim your donations' rebate at the same time or seperate to your tax return you just need to send us your receipts of your donations with your IRD (Inland Revenue Department) number.

What happens with my mail from Inland Revenue (IRD)

It is our policy here at NZ Tax Refunds to forward on to our clients any relevant mail that is sent to us by the Inland Revenue Department (IRD).

Have another question? Click here   Ready to see if you’re owed a tax refund? Start here