Frequently Asked Questions

Why Us?
MyTax.co.nz is one of New Zealand’s easiest, fastest, and safest ways to check if you’re owed a tax refund. We do all the work, we will check if you’re owed any money from the previous 5 years and communicate with the IRD to make it all happen.

How does it work?
MyTax.co.nz is a New Zealand IRD approved tax agent. This means if you have
earned wages or a salary in New Zealand at any time in the last 5 years
we are able to check if you are owed a tax refund using our accounting
systems which are linked to the IRD. Many thousands of New Zealanders
overpay tax every year – it’s our job to get it back for you! See more here.

What is an IRD number?

Your IRD number is a unique number issued to you by the Inland Revenue Department. Your IRD number may be 8 or 9 digits, and will never change, even if you leave New Zealand and return. You should apply for an IRD number if you earn income in New Zealand. You can find out more information on IRD number and apply for one with the IRD here:

IRD number information & application for individuals

You can also apply for a child in your care, using the PDF form above (IR 595).

How long will it take to get my tax refund?
We aim to let you know your tax refund result within 1 business day. We also aim to have your tax refund paid to you in around 5 days. Sometimes it can take a little longer due to delays at the IRD or if you require a special tax return filed.

When is the best time to apply to see if I’m eligible for a tax refund?
Now! The sooner the better. We can only check the last 5 years. If you wait until after 31 March you will lose the earliest year’s refund.

Is my information safe?
Absolutely, as practicing tax agents we are strictly confidential and are bound by the Privacy Act 1993 to protect your information. We will never disclose your information without your express written consent. Our website uses the same technology as internet banking, meaning your information is secure.

What if I have to pay tax?
With MyTax.co.nz you won’t be assessed for tax to pay as we only file
for a tax assessment if a tax refund is due. We have a spotless record for only filing tax refunds, not bills, so you can be assured of our service record.

What does it cost?
We have a “no refund – no charge” policy, therefore if you don’t get a refund we won’t charge you a cent. A tax preparation and filing fee of 15% will apply to each year with a tax refund with a minimum fee of $20 and a maximum fee of $500. We will take this fee directly out of your refund. If we are required to complete an IR3 tax return (for withholding payments and non-residency) we will charge a minimum of $99 + 15% of the total refund for that year.
Electronic verifications for Drivers Licenses incur a fee of $3 per attempt. Cheque cancellation incurs a fee of $35. If you wish your refund to paid as a cheque it will incur a fee of $2.

What if I already have a tax agent?
MyTax.co.nz will simply become your new tax agent if you choose to use our service. This will mean you will be de-linked from your previous tax agent.

Will I be reassessed every year?
No. MyTax will assess clients for the last five financial years. We will not automatically reasses future years. Further assesment will require a new application.

What details do you need from me?
We need some basic information from you in order to process your tax refund. We need your IRD number, which is unique to you, and identifies you personally with the Inland Revenue Department. You may find your IRD number on correspondence you have from the IRD.
We also need other personal identification details such as your full name, address, date of birth and photo ID. This is part of the requirements by the IRD and helps us ensure your personal and financial security.

My personal details have changed, what should I do?
It is important that you advise us if your details will, or have changed. This means we can keep up to date with you and ensure your refund money goes to the right place – your bank account!

What does it mean when you are my tax agent?
It means we have certain access rights to information held at the IRD about you, that we can access in order to verify and process your tax refund. Such information might be things like income earnings details, employer information, tax details etc.
When we become your tax agent, the IRD will forward us relevant correspondence, which we then promptly forward onto you.

What happens if I do not wish to use MyTax.co.nz anymore?
Firstly, you should contact us and advise one of our friendly team of your desire to be removed from our agency. We can handle it from there, and will remove you and advise the IRD on your behalf. If we are in the middle of a refund claim for you, we will not be able to remove ourselves as your agent until the application has been processed. In this instance, we will remove ourselves at your request, once the refund has been processed and paid to you.

My friend/family member got a large tax refund, will I get a large refund too?
Each individuals earnings are different, and personal to them, which means your tax refund amount is individual to you also. It is important to remember that a tax refund is derived from overpaid tax to the IRD, so your friends or family’s refund will bear little influence on the amount of your own refund.

What do you mean by ‘tax year’?
A tax year refers to the period 1st April – 31 March in a given year. This is different to a calender year, and it is important that you understand that the IRD looks at your income for tax years, not calender years. You can contact us if you have any questions regarding defining a tax year.

I am an undischarged bankrupt, can I still apply?
Yes – this will not effect your refund amount, however, we are obligated to pay your refund to the official assignee who is managing your affairs while you are undischarged.

I owe child support payments, can I still get a tax refund?
Yes you can – however the IRD will usually apply the refund amount to your outstanding child support account. You can look at your tax refund as a easy way to reduce your child support debt if you are in this situation – so don’t be afraid to apply.

I have received a letter from the IRD advising that MyTax has become my tax agent, why?
This is the letter that the IRD issues out, advising you that we have linked to your Inland Revenue number. This is a normal part of the process that is required for us to be able to access your account and release any refunds for you.

I have received a letter advising that a bank account has been added to my account, why?
IRD has issued this letter, advising that our trust account has been added to your account at the IRD. This allows us to keep track of your refunds. Your refund will be paid out to you once our accounts department has processed it. You will receive your refund within 15 working days of the date of that letter.

I have paid child care or donations, can you do this?
Yes, we can process these. The minimum you would have to have paid in any one of the previous five financial years is $230.00. Our fee is 15% with a minimum of $35 and a maximum of $500 per return year. You should download a dontations claim PDF and scan, post or fax it to us for our records.

I have received Dividends in a financial year, do you need to know about these?

Yes we do – you should inform us of the information pertaining to the Dividends you have received, so we can incorporate this into your tax calculations. You need to download a Dividends Form PDF and complete & return this to us.

I receive Maori Authority distributions, do you need to know about these?

Yes we do – you should inform us of the information pertaining to the Distributions you have received, so we can incorporate this into your tax calculations. You need to download a Maori Authority Distributions Form PDF and complete & return this to us.

I have received income from Interest bearing deposits/investments, do you need to know about these?

Yes we do – you should inform us of the information pertaining to the Interest you have received and RWT you have paid, so we can incorporate this into your tax calculations. You need to download an Interest Form PDF and complete & return this to us.

Why has my refund gone to arrears?
Inland Revenue automatically transfers any refunds created on accounts with overdue arrears to these debits. IRD can be contacted by you if you have any further queries regarding the arrears. MyTax will invoice you the fee if your refund goes to arrears.

What are the terms and conditions?

click here to view the terms and conditions for your tax refund

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