A valid IRD number is needed to access your account information with Inland Revenue. Enabling My Refund to obtain information, process returns and provide our advisory service.
We need to confirm your identity through our Verification process when you join our agency. Please apply with exact name on your licence. Alternative forms of ID – please contact us.
If your bank account number is not correct, you may miss out on your tax refunds. Apply with a valid NZ bank account number, in your name to ensure no tax refunds get missed.
It is increasingly common to regularly move houses, as your tax agent we will often confirm your address is still current. Keeping your Inland Revenue records up to date.
My Refund Limited assists New Zealand; Salary and Wage earners and IR3 Filers with meeting their tax obligations.
Joining My Refund Limited income tax advisory services, enables our team to be your tax agent.
As your tax agent, we prepare and file required tax returns, revise assessed tax returns, answer your queries about correct tax codes, obligations and tax bills owing through to updating your address if you move. Fees starting from $28 + GST, view full fees here.
A Tax Agent is any individual, company or partnership who is registered with the IRD for the purposes of filing tax returns, to IRD, on behalf of NZ taxpayers.
You can apply now for your 2023/2024 tax refund.
2024 tax year: 1st April 2023 to 31st March 2024.
Income confirmation are expected to be sent to clients emails in May, following the end of the tax year. Once the client has confirmed their income, My Refund will be able to continue processing their tax return.
Finding out if you are owed a tax refund is easy. You will need your IRD number, a form of identification, payment details, and to answer some simple questions about your tax situation.
The quickest way is to complete our single page online application using a NZ drivers licence for identification.
Using an alternative form of identification? Complete the online application. You will also need to supply a copy of your identification and a signed Identification Verification Form.
Once you have applied, My Refund will do the hard part and assess your tax refund entitlements to gain you the maximum tax refund.
Additional documentation may be requested, this information is needed to ensure we have assessed your tax situation accurately.
An IRD number is an unique eight or nine-digit identification number that IRD issue to you.
You can find your IRD number in any of these places:
+ on your payslip
+ from your employer
+ from financial or government statements
+ Kiwisaver
+ Bank
+ End of year investments
+ Working for Families
+ Student loan
+ Child support
+ from your bank
+ by contacting Inland Revenue
+IRD Website
+ previously a My Refund client, contact us.
Our aim is to ensure that your tax refund and any other money owed to you will be paid within 5 working days to your preferred payment method, once My Refund Limited has received your funds. You will receive email notification when your payment has been made.
Depending on your preferred payment method, will then depend on how fast your refund gets to you;
Payment Via Direct Credit – 1 to 2 Working days to appear in your account.
Payment Via International Money Transfer – 10 Working days to appear in your overseas account. *$45 IMT fee applies
Click here to provide your International Money Transfer details now.
To confirm/update your preferred payment method contact our customer service representatives.
*Please Note: These time frames may vary, should information be incorrectly provided to us and/or IR require further information and/or your return type. Working days are Monday to Friday. Payments will not be completed on a weekend or a public holiday.
If you already owe tax from a previous assessment, you will be required to pay this bill by IRD's due date to avoid any additional late payment penalties.
Our clients usually have until April the following year to pay any tax owing.
Any future refunds will usually be transferred by Inland Revenue to the tax arrears first before any remaining balance is refunded. If our assessment indicates that you have not paid enough tax we may not file your return before discussing your obligations with you.
You need to contact Inland Revenue directly to arrange payment/s to pay your bill.
Learn more about paying your tax bill here
There are many reasons why you might need to file an IR3.
+ You have previously received untaxed income of some kind eg. self employment, rental income, or contractor income
+ An IR3 was filed, or is overdue from a prior tax year.
+ Inland Revenue suspect that you have received income from self employment, cash jobs or contract work.
+ You are a shareholder in a company, a partner in a partnership or a beneficiary of a Trust
+ You have expenses to claim that will reduce your tax liability
+ You received (or applied for) a covid wage subsidy, resurgent payment, a covid support payment or applied for a covid small busines loan
+ Have overseas income or have traded shares.
+ You have sold a property that is subject to the Brightline Test
If you have received any untaxed income, you may also be able to claim a variety of expenses that will reduce your tax liability.
To receive an update on your tax refund application you must provide correct and current contact details on your application. If your details have changed since your application update them now.
A regularly checked email address is the best method to receive regular updates and resolve any pending queries. If email contact is unsuccessful, we will attempt to contact your phone number.
You must confirm security questions with our customer service representatives to access your account details. This is for your protection.
Once you submit an online application you will receive an email with a confirmation of application details. Once My Refund reviews your application you will receive an email update on your tax refund application within 24 hours. This update could be requesting additional information needed to continue processing your application or to advise of your result.
If you are unsure on the status of your application you can contact us now and a customer service representative can review your account and update you on your tax refund application or your current tax situation.
When My Refund is reviewing your tax entitlements you may be requested to send in copies of additional information or documentation.
Examples of requested information/documentation:
+ Photo ID – Identification verification form
+ Donation receipts
+ Interest/dividend statements
+ Working for Families details
+ Kiwisaver statements
Find ALL our various contact details here
1. Scan the information or snap a photo on your smartphone
2. Send it from your device straight to My Refund Ltd
+ Send us a message through our website and select your photo/file
+ Attach your photo/file and email info@myrefund.co.nz
+ Chat live with My Refund and send your photo/file through our live chat service
Prefer to send your information/documentation through the post?
+ Our PO BOX is free post
You may be requested to send in additional information/documentation that you have received from another organisation.
Examples of organisations:
+ Donee Organisations
+ Banks
+ Kiwisaver Providers
+ Investment organisations
While most organisation will send you end of year statements for tax purposes, it is easy to misplace these and you will need to contact the organisation to obtain another copy.
It can at times be difficult and time consuming to obtain these copies. You can give My Refund authority to contact these organisations and obtain these copies on your behalf.
Complete the authority form now and send to My Refund. Alternatively, contact our customer service team to post you a copy of this form.
You can enter your licence details on your application and we will verify this information electronically through a third party authentication service (Veda NZ). This is the quickest form of ID to use to keep your application moving for your tax refund.
Drivers Licence details required:
+ Licence Number (5a)
+ Licence Version (5b)
+ Exact names as they appear on your licence
Photo identification other than a NZ drivers licence requires you to send in a clear colour copy and a signed Identification Verification Form
+ NZ Passport
+ NZ 18+ Card
+ Overseas Passport & Visa
+ Firearms/Dealers Licence
+ International Drivers Permit
+ New Zealand Certificate of Identity (issued by the Ministry of business, innovation and Employment or Department of Internal Affairs).
If you are under 16 years old you will need parental authority prior to the processing of your application.
What you need to provide:
+ A form of acceptable ID
+ A birth certificate
What your parent/guardian needs to provide:
+ A form of acceptable ID
+ Signed statement of their approval of your application
+ Alternatively, they can co-sign an Identification Verification Form
Without this additional authority you will need to reapply after your 16th birthday.
Yes, all our clients’ information is kept confidential.
As a registered tax agent with Inland Revenue we are bound by the Privacy Act 2020 to protect your information.
We will never disclose your information without your expressed consent except to Inland Revenue when requested.
For this reason, you will be asked to verify security questions with our customer service representatives prior to the disclosure of your account records.
If you would like to nominate a relative or a friend to have authority on your account you will need to provide consent.
Complete the Nominate Authority form and send into My Refund. Alternatively, contact our customer service representative to receive the form via post or complete the verbal authority steps.
What if they change?
We understand life gets busy, but without your current contact information it can create delays in you receiving your refund.
When your details change send us a message online or contact us with your updated details.
This means we can keep you updated and informed on your tax situation.
There are expenses that can be claimed against your income that can be included in your personal tax summary to increase your refund.
These include:
+ Tax return preparation fees
+ Income Protection Insurance premiums
+ Commission on interest or dividend income (not bank fees)
+ Certain fees associated with investments producing taxable income
+ Business Expences (attach business expense list link)
If My Refund Ltd processes your refunds year after year, we will automatically include our preparation fee from the year before as an expense to increase your refund. If you’re wanting to claim expenses other than our preparation fee, you will need to send My Refund documentation of these expenses.
Every individual has an unique tax situation. Working 1 extra hour in a week, an unpaid day off or changing jobs can change your tax situation.
Answering the questions about your income for the past 5 years in your application assists in the determination of your current tax situation.
Various factors that can affect an individuals tax situation are:
+ Worked part of the year
+ Received a lump sum payment (such as a bonus)
+ Has more than one employer
+ Have expenses to claim
+ Tax credit entitlements
+ Working for Families entitlement
+ Using the incorrect tax code
+ Self-employed, rental or untaxed income
+ Low prescribed investor rate (PIR rate).
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