• Personal Details
  • Income Details
  • Family Details
  • Authority To Act
  • ID Check
  • IRD Number

Tax Refund/Return Application Form

Age must be 16-years-old and/or above.*

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Terms & Conditions

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Welcome to Your Refund

Hello ! Your account has been created.

Income Details

Question 1 of 6

Do you receive any income from Interest, Dividend or MAD of over $200, between April 2017 and March 2018?

Dividend is tax imposed by IRD on credits received by shareholders (stockholders) of a company. This entitles you, the shareholder, to claim tax credit attached to dividends. Dividends paid will be summarised in your 'Dividend Advice' as supplied by your corporation/institution.

 

Interest income is the money you earn from an interest bearing bank account. Get in touch with your bank and request for your copy of 'Interest Remittance Advice'.

 

MAD is your Māori Authority Distributions which can be either taxable or non-taxable. If you received a distribution or credit, you should also have received a 'Distribution Statement' for the tax year. Please check with your Māori Authority branch.

Working for Families Tax Credits applies if you have dependent children living with you. Dependent children are children in your care who are either:

☞   15 years of age or younger.

☞   16 or 17 years of age and are not financially independent.

☞   18 years of age and still at secondary school or a tertiary institution and not financially independent.

☞   not in a marriage, civil union, or an existing relationship.

This is ongoing financial support for families with children and is payable by the IRD. We can help you claim your Working for Families tax credits that you might’ve missed out on.

You can claim the following expenses:

☞   a fee charged by someone for completing your tax return.

☞   commission on interest or dividend income (but not bank fees).

☞   interest paid to IRD for late payment of tax as a deduction in the income year the interest is paid.

☞   interest on money you borrowed to buy shares or to invest, as long as the investment will produce some taxable income.

☞   premiums on loss of earnings insurance, provided the benefit from the insurance policy is taxable income.

Are you a landlord? Do you own a trust or an estate? If so, then you may have already paid taxes on the income you earned each year. We can review it with the IRD and notify you if they owe you tax returns.

If you have paid tax on the profit you've made from selling or buying land/property, chances are, you may have tax due to you as this counts as income from other sources. Let us know and we'll look for tax returns you can claim.

If you have worked outside New Zealand or may have a business running there, it is possible you may have overpaid tax on income from overseas such as:

☞   You left the country but maintained a permanent place here.

☞   Earned foreign income but deposited it in an offshore account.

☞   Even overseas pension payments are taxable for Kiwis.

 Let us find out if that is the case, and get you your tax returns back!

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Partner's Details

Do you currently have a partner?

 

Selecting '✓ Yes' will prompt you for his/her name, Date of Birth and IRD Number. Selecting '✓ No' will move you on to Child/Children Details.

Age must be 16-years-old and/or above.*

Ensure you correctly enter your partner's unique IRD Number along with the Date of Birth and Name.

Child/Children Details

Do you currently have a child?

 

Selecting '✓ Yes' will prompt you to provide the Name, Date of Birth, and IRD Number. Selecting '✓ No' will move you to your IRD and Authority details.

DOB can't be future date. Age must be 1-year-old and above.*

Correctly enter your child/children IRD Number, Date of Birth and Name(s) for quick verification.

Has this child been in your care since birth?

 

Is this child still in your care?

 

Authority To Act

I give permission for Your Refund to obtain my information from Inland Revenue.

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My income tax correspondence will be sent to Your Refund, who will promptly forward it to me.

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I give permission for Your Refund and its staff(s) to act on my behalf.

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Your Refund will act on my behalf for all tax types at Inland Revenue.

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Your Refund will be able to modify my details at Inland Revenue and will be able to access my information.

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I authorise Your Refund to prepare, submit, and sign tax returns and personal tax summaries on my behalf.

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My refund will be paid into Your Refund trust account and then paid to me.

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I understand that Your Refund will act on my behalf until I choose to terminate this arrangement. I can contact either Your Refund or Inland Revenue to do this at any time.

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I acknowledge that submitting an application also constitutes my electronic signature.

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By ticking this box I acknowledge that all my details are correct, that I have read and agreed to Your Refund Limited's Standard Terms and Conditions of Engagement and I engage Your Refund Limited to act as my tax agent.

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Hi , IRD requires us to check your Photo ID before you can receive your money.

NZ DRIVER'S LICENCE

If you have a New Zealand Driver Licence, please select this option. Else, select the next section.

OTHER PHOTO ID

No selfies here. We only accept Passport, 18+ Card, Overseas Passport & Visa, Firearms/Dealers Licence or an International Drivers Permit.

Please note, as per New Zealand law, your Proof of Identification is mandatory to us and the IRD as well in order to process your application.

New Zealand Driving Licence

Your NZ Driving Licence can be current or expired up to 2 years only. Be cautious while entering your Licence Number and Version Number as YOU ONLY HAVE 2 ATTEMPTS !

 
2 Attempts
UPLOAD

No selfies here. Upload either your Passport, 18+ Card, Overseas Passport & Visa, Firearms/Dealers Licence or an International Drivers Permit.

Please upload your Photo ID !

Do you have an IRD number?

Your IRD number is exclusive. Please go over it again before you continue.


We transfer your refunds to any of the following banks & institutions.