How to get your tax refund from the IRD
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Topic: How to get your tax refund from the IRD
Posted By: weegee
Subject: How to get your tax refund from the IRD
Date Posted: 02 July 2009 at 11:13am
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Big thanks to Emma for reminding me about this!
Particularly if you only worked part of a year, it's possible you may have paid too much tax while you were working. Since the tax year has ended it's now possible to get that money back from the IRD. For me, including overpayment on my student loan, this adds up to $1600!!! So I thought those that don't know about how to check if they're due a refund might appreciate some info. These instructions are for people with straightforward income situations so it might pay to get some proper advice if your income is more complicated. However, this is really easy - don't go paying those people you see in malls offering to do it for you for a fee! 1. You can do it all over the phone, but I find the easiest way of doing this is to http://www.ird.govt.nz/online-services/online-services-registration.html - sign up for online services at the IRD website. (You need your IRD number.) Unfortunately at the moment part of the process involves sitting on the phone to the IRD to confirm your registration  but once that's done it makes your life a lot easier.
2. Once registered for online services, https://e-services2.ird.govt.nz/secure/login.html - login to your account. (It's case sensitive and your user ID will be in caps.) 3. Go to "Look at account information" under "View and confirm", then "INC - income tax", then "Earnings information". For the most recent tax year, click on "01 April 2008 - 31 March 2009". 4. In a separate window, open up the http://www.ird.govt.nz/calculators/tool-name/tools-p/calculator-pts-calculator-2009.html - Personal tax summary calculator for 2009 and click Start. Check the second option for the first question, "I have a summary of earnings from Inland Revenue or my earnings information from the Look at account information service showing my income from these sources." Fill in the rest of the boxes if any apply (none did to me) and make sure you select the box to say whether you have a student loan or not. Click Continue at the bottom of the page (you don't have to provide your name and personal I prefer to remain anonymous as much as possible when dealing with IRD!). 5. Flick back to your earnings information. Use the TOTAL gross income (on the far right of the page) to fill in box 11B at question 1a of the calculator. Use the TOTAL tax deductions (at the very bottom of the PAYE column - so less the ACC earners levy) to fill in box 11E at question 1a. If you have a student loan, the total value for that is also in your earnings information to plug into the box at question 6a. Click Continue again. 6. When the results come up, at the bottom of the second block of numbers (headed 'tax calculation') there will be a line which either says "your refund" or "your tax to pay". If you have a student loan, there will be more information saying whether you have overpaid or underpaid. (If it's an overpayment, you can choose to have that refunded or simply paid onto your loan balance.) If the calculator came out saying you have tax to pay, and it's less than $50, don't stress, it's unlikely the IRD will do anything about it. (If there's a large discrepancy, which is unlikely, it might pay to contact the IRD about it so it doesn't come back and bite you in the bum later.) 7. If, like me, the calculator says you're due a refund, yay! Now you have to get a http://www.ird.govt.nz/income-tax-individual/end-year/pts/ - personal tax summary . You might get sent one automatically (eg if you got WFF from the IRD - other criteria are on the link), but otherwise you need to http://www.ird.govt.nz/online-services/service-name/services-r/online-pts-request.html - request one by filling out a form online . (They won't be sent out til later this month, but I want my money sooner rather than later so I'm doing it now!) 8. Once that comes out, you confirm the details (ph 0800 257 771 anytime between 6am and midnight - you *may* need to send them a bank deposit slip first though) and they put the money in your account! Wooo! I should add, you can check details and request a PTS for up to 5 years ago if you haven't done this recently. If you want to do that then the earnings information is available using the online services and the calculators are all online - make sure you use the right calculator for the right year or it gives you the wrong answers. http://www.ird.govt.nz/calculators/tool-name/tools-p/calculator-pts-calculator-2008.html - 2008 PTS calculator http://www.ird.govt.nz/calculators/tool-name/tools-p/calculator-pts-calculator-2007.html - 2007 PTS calculator http://www.ird.govt.nz/calculators/tool-name/tools-p/calculator-pts-calculator-2006.html - 2006 PTS calculator http://www.ird.govt.nz/calculators/tool-name/tools-p/calculator-pts-calculator-2005.html - 2005 PTS calculator http://www.ird.govt.nz/calculators/tool-name/tools-p/calculator-pts-calculator-2004.html - 2004 PTS calculator  ------------- 
Mum to JJ, 4 July 2008 & Addie, 28 July 2010 |
Replies:
Posted By: sottise
Date Posted: 02 July 2009 at 11:27am
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Geeps weegee, you're a legend.
Ever thought about going into teaching? >.> ------------- 
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Posted By: weegee
Date Posted: 02 July 2009 at 11:40am
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Mum to JJ, 4 July 2008 & Addie, 28 July 2010 |
Posted By: Snappy
Date Posted: 02 July 2009 at 11:43am
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Thanks Weegee,
I have been waiting for months for my bloomin refund, has anyone received theirs yet? |
Posted By: weegee
Date Posted: 02 July 2009 at 11:48am
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I know some people who have got money from them, that's what reminded me to go looking and suss all this out. But I think normal refunds won't be paid until the PTS's get sent at the end of this month. (Since the end of the tax year is the end of March, that's a while to wait huh!) I think it works differently for people who have to file tax returns though. -------------
Mum to JJ, 4 July 2008 & Addie, 28 July 2010 |
Posted By: FreeSpirit
Date Posted: 02 July 2009 at 11:49am
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If it's through your WFF, they will be sending the personal tax summary out starting around July 17 (there is a lot of people, thats the earliest possible date they told me to watch the letter box), and once you've checked it and sent it back it should only take 4 working days to be deposited. ------------- http://www.babysfirstsite.com"> 
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Posted By: fire_engine
Date Posted: 02 July 2009 at 12:31pm
weegee, I  you. Do I have to tell DH about the refund? It could buy some quite nice shoes. ------------- Mum to two wee boys |
Posted By: HoneybunsMa
Date Posted: 02 July 2009 at 12:37pm
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You could be sneaky and sign up to taxrefunds.co.nz then get them to do the work and if your owed apply but that might take longer in the long run anyways? ------------- http://www.myfitnesspal.com/weight-loss-ticker"> 
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Posted By: ElfsMum
Date Posted: 02 July 2009 at 12:41pm
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i havent read everything yet but i rang they called me back on the call back service and 6 days later it was in my account..all i had to do was ring and confirm over the phone and that was it. ------------- Mum to two amazing boys! |
Posted By: ElfsMum
Date Posted: 02 July 2009 at 12:43pm
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you don't need to wait.. just ring the number Emma has it I deleted it and confirm over the phone .. though I imagine sometimes it can take longer than 4 days to process and go through.. i never needed anything just the number to ring and they are sending me the paper copy later. ------------- Mum to two amazing boys! |
Posted By: fire_engine
Date Posted: 02 July 2009 at 1:47pm
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nah, it's really straightforward. I rang in to verify and it was answered within 10 seconds. For me, I'd rather spend 20 minutes setting it up and get to keep all the money. I've also dealt with taxrefunds.co.nz and found them to be crap! ------------- Mum to two wee boys |
Posted By: weegee
Date Posted: 02 July 2009 at 2:57pm
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Plus once it's set up it'll be easy peasy for future years!
I didn't know you could ring up and get it sooner though - guess it's too late for me now that I've requested my PTS... -------------
Mum to JJ, 4 July 2008 & Addie, 28 July 2010 |
Posted By: emz
Date Posted: 02 July 2009 at 8:08pm
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Weegee - you can just ring to confirm your PTS in a couple of days once it's (probably) automatically calculated, then you get the money earlier!
Yeah I rang the number after KA told me to, I knew we'd be owed as I over-estimate our income. Was surprised I got $700 instead of $400 though 
They did say that my PTS had already been automated (that was the end of last week) and it's usually up to 3 weeks before they actually arrive at your letterbox, so people should be receiving theirs if they have WFF etc in the next couple of weeks I would think. |
Posted By: linda
Date Posted: 02 July 2009 at 8:40pm
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What is the right form that if you request it and it works out that you owe IRD money then you don't need to submit it??
And thanks for the info....I've joined up online but it was doing my head in big time trying to figure it all out! ------------- http://lilypie.com"> 
Alex 6 and Harry 8 |
Posted By: Babe
Date Posted: 02 July 2009 at 8:47pm
DP did the mytaxrefund thing and they ended up taking $220 out of it  it totally sucked!!
I just had a look at I THINK I'm getting over a grand so I'm pretty stoked if thats true  -------------   
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Posted By: pepsi
Date Posted: 02 July 2009 at 9:07pm
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I had 4 years worth to do and couldn't be bothered, so I got taxrefunds to do it and although at first it seemed fast when I got refunds quickly for the first few years, eventually it took almost 4 months for my refund 2007 to be calculated and sent back. They just said they have been so busy due to an overwhelming response to their ads.
Meanwhile, I completed DH's tax returns online direct with IRD and worked out he was owed money. The refund was deposited into our account the very next day! So yeah, definitely doing it all myself now that we're all up to date from past years. |
Posted By: emz
Date Posted: 02 July 2009 at 9:36pm
| linda - ask for a SUMMARY OF EARNINGS, not a personal tax summary. Then you can enter the info on the calculators online and figure out if you owe or not. If you request a PTS, it goes into the system and you will have to pay if you owe. |
Posted By: jazzy
Date Posted: 03 July 2009 at 1:41pm
weegee, thanks for that. Will do the phone call when the kids are busy
I am lookingforward to my return but don't want to get excited yet, but will be watching the letter box & may even put a deck chair out there, lol, hurry up mr postman.
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Posted By: blondy
Date Posted: 04 July 2009 at 11:31am
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woohoo! Over $2000 back! hopefully the calculators are correct thanks weegee! the online registration was super-easy too..... -------------  
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Posted By: mummy_becks
Date Posted: 04 July 2009 at 3:02pm
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We had to do our with IRD havng a rental property. I received a cheque (why I don't know as we asked for it to go into a bank account) today for just under $1K and I will get $560 into my account on Thursday. DH gets $1800 into his account on Tuesday and an extra $350 on Friday. I am very happy wirth IRD this year. ------------- I was a puree feeder, forward facing, cot sleeping, pram pushing kind of Mum... and my kids survived! |