Apply for your tax refund

Additional Details

• Please ensure that your driver’s licence details are correct

• Date of Birth * Day 12345678910111213141516171819202122232425262728293031 Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Year 2009200820072006200520042003200220012000199919981997199619951994199319921991199019891988198719861985198419831982198119801979197819771976197519741973197219711970196919681967196619651964196319621961196019591958195719561955195419531952195119501949194819471946194519441943194219411940193919381937193619351934193319321931193019291928192719261925

• Do you hold a NZ driver’s licence? *

  • No
  • Yes
  Driver Licence Number (5a) *
  Card Version Number (5b) *

• These details may affect your refund amount. Please call us if you have any questions.

• Have you always lived permanently in NZ up until 31st March 2025

  • Yes
  • No
• If you have arrived in NZ, what date did you arrive in NZ? Day 12345678910111213141516171819202122232425262728293031 Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Year 20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994199319921991199019891988198719861985198419831982198119801979197819771976197519741973197219711970196919681967196619651964196319621961196019591958195719561955195419531952195119501949194819471946194519441943194219411940193919381937193619351934193319321931193019291928192719261925
  If you have left NZ, what date did you permanently leave NZ? Day 12345678910111213141516171819202122232425262728293031 Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Year 20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994199319921991199019891988198719861985198419831982198119801979197819771976197519741973197219711970196919681967196619651964196319621961196019591958195719561955195419531952195119501949194819471946194519441943194219411940193919381937193619351934193319321931193019291928192719261925
  
  If you have been temporarily out of NZ for 6 months or more…
  What date did you temporarily leave NZ? Day 12345678910111213141516171819202122232425262728293031 Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Year 20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994199319921991199019891988198719861985198419831982198119801979197819771976197519741973197219711970196919681967196619651964196319621961196019591958195719561955195419531952195119501949194819471946194519441943194219411940193919381937193619351934193319321931193019291928192719261925
  What date did you return to NZ? Day 12345678910111213141516171819202122232425262728293031 Month JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Year 20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994199319921991199019891988198719861985198419831982198119801979197819771976197519741973197219711970196919681967196619651964196319621961196019591958195719561955195419531952195119501949194819471946194519441943194219411940193919381937193619351934193319321931193019291928192719261925

• Have you received income OTHER than from wages, salary, benefits, superannuation, bank interest or Kiwisaver? *

  • Yes
  • No

  Please select any applicable items

  Have you sold any property within 5 years of purchase between 1st April 2024 and 31st March 2025? 

  • Yes
  • No

  
  I have received dividends from shares over $200 between 1st April 2024 and 31st March 2025. 

  • Yes
  • No

  Year Ending	Gross Dividends	RWT (Resident Withholding Tax) paid	Imputation credits
  31st March 2025

  
  I have paid for Income Protection Insurance and the benefit (any payout) from the policy is taxable. 

  • Yes
  • No

  Please upload a copy of your insurance premium

  
  

  • I have received income from Rental property.
  • I have received Business Income from Self Employment, Partnership and/or Companies.
  • I have received income from a Trust.
  • I have received income from Maori Authority Distributions over $200.
  • I have received a shareholder/employee salary WITHOUT tax deducted.
  • I have received a Covid 19 Wage Subsidy as a sole trader, contractor or self employed.
  • I have received cash income or 'under the table' payments WITHOUT tax deducted.
  • I have received Withholding Payments and have expenses that you wish to claim?

• Either my partner or I have received Working For Family Tax Credits from IRD or WINZ during the past 5 years (1st April 2020 to 31st March 2025).

  • Yes
  • No

• I have had dependent children living with me in the last 5 years (1st April 2020 to 31st March 2025).

  • Yes
  • No

• If you would like to provide more information here to clarify any answers provided above, please do so here. 

• If you would like to provide supporting documentation, you can attach it here. Also, if you DID NOT have a Drivers Licence, please attach another form of photo ID here or a copy of your bank statement. Click "Choose File" below 

Financial Details

• Your IRD, financial, and all other details are secure

  

• Please provide your bank account for payment of your tax refund *
  Account Holder Name *
  NZ Bank Account Number *

• Continue
  Step 2 of 4