Tax Refund Application

Step 1: Your Details

IRD Number:* - -

First Name:*

Middle Name(s):*

Surname:*

Email:*

Confirm your Email:*

Date of Birth:*

Address:

Street and Number:*

Suburb:

Town / City:*

Phone:

Home:*

Mobile:

* required fields

Step 2: Tax Details

Do you hold a New Zealand Drivers Licence?*

Yes
No

Did you receive any Interest, Dividends or Maori Authority income since 1st April 2012 of $200 or more in one year?*

Yes
No

Did you receive any income from Self Employment, Partnerships, and/or Companies, since 1st April 2012?*

Yes
No

Did you receive any income without tax deducted, or a shareholder salary without tax deducted?*

Yes
No

Did you receive any income from a Trust or a Rental Property?*

Yes
No

Have you arrived in NZ since 1st April 2012?*

Yes
No

Have you left NZ or been overseas
to work, or on an extended holiday since 1st April 2012?*

Yes
No

I have expenses to claim against schedular payments?*

Yes
No

I have paid income protection insurance?*

Yes
No

Have you (or your partner) been registered for Working for Families?*

Yes
No

* required fields

Step 3: Paying You

Bank A/C Details: How would you like your refund paid?*

Cheque
Direct Credit

I have read the terms and conditions and agree to them * - click to view terms and conditions
Ticking this box constitutes execution by electronic signature *

Ticking this box allows My Tax Ltd trading as www.mytaxrefund.co.nz to act on my behalf for all tax types at Inland Revenue *

Ticking this box gives permission for My Tax Ltd trading as www.mytaxrefund.co.nz to obtain my information from Inland Revenue *

Ticking this box means My Tax Ltd trading as www.mytaxrefund.co.nz will link to all tax types. Linking means we will be your tax agent and allows the tax agent to have full access to information held by Inland Revenue and ability to modify customer details relating to the tax types we are linked for *

Ticking this box authorises My Tax Ltd trading as www.mytaxrefund.co.nz to prepare, submit, and sign tax returns and PTS's on my behalf *

I understand my refund will be paid into My Tax Trust account and then paid directly to me after deduction of any fees, the account number for our trust account is 38 9008 0473516 02 *

I acknowledge that My Tax Ltd trading as www.mytaxrefund.co.nz will act on my behalf until I choose to terminate this arrangement. I will contact both My Tax Ltd trading as www.mytaxrefund.co.nz and Inland Revenue to be delinked at any time and to remove My Tax Trust Account from my records. *

I will continue to receive all correspondence from the IRD for all linked tax types. *

* required fields

Thank you for your details, please press the submit button below to proceed with your refund application.

Step 1: Your Details

Address:

Phone:

Step 2: Tax Details

Step 3: Paying You

How much are you owed?