We provide a safe and easy process for you to check and claim a tax refund. We assess whether you are eligible for a tax refund and then will file for a return with the IRD on your behalf. Continue reading below for a more detailed outline of our secure tax refund process.
For any Personal Tax Summary resulting in a refund a fee of $39 will be charged (for refunds above $70). This will be charged for each year that personal tax summary results in a refund. If a refund is between $10 and $30 the fee will be only $10, if between $30.01 and $70 the fee will be set at $20.
If a bank account is not supplied and therefore a cheque is issued, a charge of $5 will be made per cheque issued.
At the end of each tax year some taxpayers need to confirm the amount of personal income tax to be paid. This is done by filing an Individual income tax return (IR3). If an IR3 is required for any year (due to partial year returns, schedular payments, overseas income, etc) we have a charge of $90 for that years return.
Electronic verification for Drivers Licences will incur a fee of $3 (this is only charged once when you first apply - assuming you remain linked after this).
Cancellation of a cheque will incur a fee of $20 (the cost of the fee the bank charges us).
Once we have received your application and verified your identification we link you to our tax agency with the IRD - this allows us to look at your online summary of earnings and provides the basis of the information required to check if you have a refund due. You will receive a letter from the IRD letting you know that you have been linked to our Tax Agency.
We calculate (from the information you have submitted and the Summary of Earnings available online) the tax you have paid, versus what you should have paid. We also look at any other tax credits you may be entitled to, or expenses you can claim. From this we check which years you have credits available. At this point we will check with you regarding the credit years, if necessary. This is just to confirm the employers and any other relevant information or questions we may have.
We will then file a Personal Tax Summary or an IR3 for any years that result in a refund. Once this has been submitted we will send an email to let you know what the refund should be and the timeframe in which you should receive the refund. Assuming you are due a refund, the IRD will send out directly to you a copy of the Personal Tax Summary as requested by ourselves. These are for your records so you can check what we have actioned for you. Please note: the PTS as forwarded to you by the IRD will be the gross figure of the refund - i.e. before any fee is deducted off, so the net amount as sent in our email will be with the fee having been deducted.
Should you be required to file a PTS or IR3 by the IRD (due to a variety of reasons - which we will explain to you), we will inform you of your obligations to do so. Once you have received this information you may contract us to submit these Personal Tax Summaries or IR3 returns as required. Our ususal fee structure will be implemented for these years - whether a refund is calculated or not.
We will send you an email confirming the amount of your refund, or the fact that no refund is available to you.
Typically within 3-5 working days, the IRD should have deposited your refund into our Trust Account (this method of payment is required by the IRD) we will deduct our fee and forward your refund to you. You will receive a letter from the IRD letting you know your bank account has been changed to My Tax Trust Account.