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info@myrefund.co.nz

PO Box 6490 Christchurch 8442

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FAQs
Tax Facts
Privacy Policy
APPLY NOW
Contact Us

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Simply fill out the quick form below — it only takes a few minutes. Once you're done, we’ll take care of the rest, so you can sit back and relax. If you have any questions along the way, feel free to use our live chat, email us at info@myrefund.co.nz, or call 0800 808 989 — we’re here to help.

I confirm that I have read and understand the information above. *

Tax Refund Application

Personal Details

Questionnaire

Identification

Bank Details

Legals

Signature

Personal Details

IRD Number *

Date of Birth *

Promo Code

First Name *

Middle Names

Last Name *

Known by any other name?

Mobile Phone *

Alternative Phone

Email Address *

Confirm Email *

Street Address *

Suburb *

City *

Post Code *

In any of the last 5 years, have you

Received additional income other than salary, wages or benefit? *

No

Yes

Select your additional source(s) of income. Supporting documentation may be requested.

Self Employed

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Partnership Business Income

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Company Profit/Loss

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Shareholder Income

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Rental Income

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Trust Income

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Untaxed Income

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Overseas Income

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Foreign Superannuation or Pension Scheme

Date you first received this income

Will you continue to still receive this income?
Yes No

Upload supporting documents

Other Income

Date you first received this income

Advise what the income was

Will you continue to still receive this income?
Yes No

Upload supporting documents

Bought or sold residential property on/after 1st October 2015? *

No

Yes

Date purchased

Was this your main home?

Yes

No

Date sold

Was this a new build?

Yes

No

Earned Dividends, Interest, or Maori Authority Distributions? *

No

Yes

Dividends

Entrust Dividends

Interest

Maori Authority Distributions

Was it over $200?

No

Yes - Supporting documentation may be requested.

Attach a copy now ( PDF / JPG / PNG, Max File Size: 10MB ) Clear

Alternatively, send copies of your receipts to info@myrefund.co.nz or post a copy into My Refund.

FREEPOST
PO Box 6490
Christchurch, 8442

Do you pay premiums for Income Protection Insurance or Loss of Earnings Insurance, where a payout would be taxable? *

No

Yes

Attach a copy now ( PDF / JPG / PNG, Max File Size: 10MB ) Clear

Alternatively, send copies of your receipts to info@myrefund.co.nz or post a copy into My Refund.

FREEPOST
PO Box 6490
Christchurch, 8442

You or your partner received Working for Families payments? *

No

Yes

Working for Families details may be requested.

I receive payments and have a partner

I receive payments and DO NOT have a partner

My partner receives payments

Arrived from overseas or been overseas more than 183 days? *

No

Yes

I arrived in New Zealand

I left New Zealand

I temporarily left New Zealand

( Departure )

( Arrival )

Made donation(s) to any charitable organisations? *

No

Yes

Donations made to school or kindergarten's general fund, religious organisations and charitable organisations are entitled to a tax credit claim, only if you can provide receipts.

Attach a copy now ( PDF / JPG / PNG, Max File Size: 10MB ) Clear

Alternatively, send copies of your receipts to info@myrefund.co.nz or post a copy into My Refund.

FREEPOST
PO Box 6490
Christchurch, 8442

I give My Refund permission to create a REB Tax Type at IR to process your donation tax credits

Do you have any Schedular Expenses to claim?

No

Yes

Schedular Expenses are specific costs that can be deducted from income received from schedular payments, reducing taxable income. Examples include material costs, administrative costs, tools and equipment, vehicle expenses, and insurance premiums.

Attach a copy now ( PDF / JPG / PNG, Max File Size: 10MB ) Clear

Alternatively, send copies of your receipts to info@myrefund.co.nz or post a copy into My Refund.

FREEPOST
PO Box 6490
Christchurch, 8442

Do you have any Accountant/Tax Agent Fees to claim that are not associated with My Refund?

No

Yes

If you have previously used My Refund Limited's services, we will automatically include any fees charged to you in your tax

Attach a copy now ( PDF / JPG / PNG, Max File Size: 10MB ) Clear

Alternatively, send copies of your receipts to info@myrefund.co.nz or post a copy into My Refund.

FREEPOST
PO Box 6490
Christchurch, 8442

Identity Verifications

Which form of Identification will you use to verify your identity?

Current NZ Driver License

NZ Passport

Other

Surname

First Names

Date of Birth

Licence Number (5a) *

Licence Version (5b) *

Confirm the details above match your drivers licence *

Surname

First Names

Date of Birth

Passport Number *

Expiry Date *

Gender *

Please Select the Type of ID you have

New Zealand Drivers License (Front and Back)

Please take a Selfie of you and the front/back of your New Zealand Drivers License - ensure the details of your ID are visible

You can select multiple files

NZ Passport

Please take a selfie holding your NZ passport (with the ID details clearly visible) and attach a copy of your visa

You can select multiple files

Overseas Passport with NZ immigration Visa/Permit

Please take a selfie holding your overseas passport (with the ID details clearly visible)

You can select multiple files

Please take a selfie holding your visa

You can select multiple files

Kiwi Access Card (Previously Known as NZ 18+ Card)

Please take a Selfie of you and the front of your Kiwi Access card - ensure the details of your ID are visible

You can select multiple files

NZ Firearms or Dealer's License

Please take a Selfie of you and the front of your NZ Firearms or Dealer's License - ensure the details of your ID are visible

You can select multiple files

International Drivers Permit - Issued by a member country of the UN Convention on Road Traffic

Please take a Selfie of you and the front of your International Drivers Permit - ensure the details of your ID are visible

You can select multiple files

I do not have any of the above types of ID

New zealand driver licence circled

Bank Details

New Zealand's new confirmation of payee service will verify that account names match account details.

Bank Account Holders Name * The name registered on your Bank account, not the name of the Bank

Bank Account Number *

I confirm that bank account name and number are correct

Incorrect details could delay your refund and incur additional fees

Legal Requirements

I understand that MyRefund Ltd will act on my behalf until I choose to terminate this arrangement. *
I can terminate this agreement by contacting either MyRefund Ltd or Inland Revenue at any time.

I agree MyRefund Ltd will act on my behalf for all tax types at Inland Revenue *

I give permission for MyRefund Ltd to obtain my information from Inland Revenue *

I agree that MyRefund Ltd will be able to access/modify my details at Inland Revenue *

I give permission for my tax correspondence to be sent to MyRefund Ltd *

I understand any refunds will be paid into My Refund Ltd Trust Account and then paid directly to me less any agreed fees – View Fees *

I authorise My Refund to act as my tax agent and manage my tax returns and ITAs on my behalf.*

I agree this constitutes an electronic signature *

I agree to the MyRefund Ltd Terms & Conditions *

Digital Signature

Note : Please sign below confirming you have read and understood Terms and Conditions.

Clear Signature is Required

Home
FAQs
Tax Facts
Privacy Policy
APPLY NOW
Contact Us

Home
FAQs
Tax Facts
Privacy Policy
APPLY NOW
Contact Us

HOME
FAQS
TAX FACTS
PRIVACY POLICY
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CONTACT US

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0800 808 989
info@myrefund.co.nz
PO Box 6490 Christchurch 8442