From April

Check you're eligible

Think you could be owed a tax refund for the 2016/17 tax year? Check the criteria below and register for myIR if you haven't already.

You'll then be able to sort it all online.

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Select the statements that apply to you to find out if you’re owed a tax refund.

  • I only worked part of the year - this includes recent retirees
  • I’ve had more than one job in the last year
  • I earned less than $48,000 in the last year
  • None of these apply to me

You might be eligible for a refund. No one including third parties, can start the tax refund process until mid-May. You can prepare by registering for a myIR account, which lets you manage all your Inland Revenue matters securely online.
If you already have a myIR account, now’s a great time to log in and make sure your details are up to date.

After that, you can come back mid-May and complete step 2 to get the ball rolling.

It doesn’t look like you’re eligible for a refund. If you think you‘re due a refund, check if you’re eligible again from mid-May, when step 2 is available.


From mid-May

Calculate and request

If you think you’re due a refund based on step 1 – from mid-May you can check using our no-obligation calculator.

If the calculator shows you could be due a refund, go ahead and request your 2016/17 personal tax summary (PTS) in your myIR account. A PTS is a summary of your income and tax details for the year that confirms your refund and account details. We will be issuing 2016/2017 PTSs from mid-June 2017.


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On your PTS, tick the declaration box then select ‘confirm your request’.

After that, come back mid-June to confirm your PTS and submit your refund request.



From mid-June

Confirm and collect

If you’ve completed steps 1 and 2 your PTS will be ready to confirm in your myIR account from mid-June. Don’t worry - it’s not too late to complete steps 1 and 2 if you haven’t already.

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At this point you'll need to:

  • log into your myIR account and use your PTS confirmation checklist to confirm each part of your PTS is correct
  • check your bank account details so we know where to refund your money

Select 'Send to Inland Revenue' and you'll receive your refund within five working days.