Follow these steps and we will guide you through getting your tax refund. Please note:It is important to keep your information up to date with the IR. Please ensure that you provide up to date information in your application so that we can keep IR in the loop  

• Provide Your Details
• Your Identification
• Answer Some Important Questions
• Agree to Our Terms & Conditions
• Do I have to request a Personal Tax Summary (PTS)?
• Applying if you are under 16 years old
• Fees

• Provide your details

  + Enter your IRD number, this is a number that is unique to you and will be either 8 or 9 numbers. + Enter your personal details such as your residential address, phone number and email address. We need these details so that we can verify your identity and contact you if their is any problems with your refund.

• Your Identification

  + Select an option to confirm your identity. + If you have a current New Zealand drivers licence you enter the details exactly as they appear on your licence. If you do not have a New Zealand Drivers Licence you will have to provide suitable identification before we can complete your application. Please Note: If you have not entered a New Zealand Drivers Licence we cannot process your refund until we receive a copy of your ID.

• Answer some important questions

  + We need you to answer some questions such as in any of the last 5 years have you had any dependent children, had a student loan or were at high school student. + We need this information in order to calculate an accurate refund for you. + You will also be able to add any other information that you would like us to know such as additional income earned or expenses incurred.

• Agree to Our Terms & Conditions

  + Once you agree to our T&C’s yourtaxback.co.nz T/A Taxation Recovery Services Ltd will be authorised to act as your tax agent and calculate any refund due. + Once we have calculated any refund due yourtaxback.co.nz will request these amounts from the IR and pay the refund less our fee to you within 7 working days. + 7 day refund does not apply during the 2016 tax refund season (May – July 2016).

• Do I have to request a Personal Tax Summary (PTS)?

  Our customers need to be aware that some taxpayers who don’t automatically receive a PTS are required to request one. We, as your tax agent, must request a PTS on your behalf if any of the following situations apply to you:

  We must request a PTS on your behalf if you:	And you received more than $200 of:
  received income from $48,001 to $70,000	interest taxed at less than 33%.
  received income over $70,000	interest or dividends taxed at less than 33%.
  received income over $48,000	taxable Māori authority distributions.
  paid child support through Inland Revenue	interest, dividends or taxable Māori authority distributions.
  have a student loan and earned over the repayment threshold of $19,084 (for the 2010 and 2011 tax years)	interest, dividends or taxable Māori authority distributions.

  If any of the above situations apply to you, we will let you know your obligation to file and advise that this action could result in further tax to pay. However, we will not file any PTS on your behalf until you give us the go ahead.

• Applying if you are under 16 years old

  We will not process a tax refund application or link a person who is under 16 years old.

• Fees

  At yourtaxback.co.nz Our fee is only 15% of the refund to a maximum of $500 per return, with a minimum fee of $10 per return. If an IR3 Individual Tax Return is required a $75 minimum fee applies. Fees are automatically deducted from the tax refund with no money up front. NO TAX REFUND NO FEE* THAT’S OUR GUARANTEE. Please Note: If you are a salary and wage worker and you earn income from other sources (excluding interest and dividend income), additional charges may apply. We will let you know via email if this is the case. Other sources of income can include, rental income, trust income, overseas income, income from self-employment, company and shareholder income. Income from other sources does not include interest or dividends.