Go Back   British Expats / Living & Moving Abroad / New Zealand

Reply
 
Thread Tools
Old Jan 21st 2013, 6:51 am   #16
Just Joined
 
Joined: Jan 2013
Location: Waikanae, Kapiti Coast
Posts: 23
Nick Miller is an unknown quantity at this point
Default Re: Tax refunds if you arrived in NZ last year

You should be able to do it online through your IRD number. Don't forget to claim your UK refund either.
Nick Miller is offline   Reply With Quote
Old Jan 24th 2013, 4:25 pm   #17
Queen of the Underworld
 
Persephone's Avatar
 
Joined: Dec 2007
Location: In NZ!
Posts: 4,785
Persephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

I do all mine online, the IRD have my bank details on file and the refund is just transferred into it.
Can't believe it's going to be time to do it all again soon though due to changing circumstances I'll have to do a full IR3 this year
Persephone is offline   Reply With Quote
Old Feb 20th 2013, 5:22 am   #18
Wessa Male
BE Enthusiast
 
Wessa's Avatar
 
Joined: Dec 2006
Location: From Essex to Christchurch.
Posts: 578
Wessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to beholdWessa is a splendid one to behold
Default Re: Tax refunds if you arrived in NZ last year

Quote:
Originally Posted by Nick Miller View Post
You should be able to do it online through your IRD number. Don't forget to claim your UK refund either.
Nick.. What do you mean UK one too?

I got 185NZD back the other wekk for 2011-12,
Better than a kick in the tits eh..

Gary.
__________________


Always trying to get out on the motorbike or in the Capri.. that's right, a Capri
Wessa is offline   Reply With Quote
Old Feb 20th 2013, 3:23 pm   #19
Queen of the Underworld
 
Persephone's Avatar
 
Joined: Dec 2007
Location: In NZ!
Posts: 4,785
Persephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

Hi Wessa
Nice to see you on here!
I think he means the tax refund you can claim back from the UK when you first move over. Most people will have worked a part year in the UK and if you're on PAYE then that means you will have overpaid tax [as they calculate it as if you're working for the full year]
Persephone is offline   Reply With Quote
Old Feb 20th 2013, 8:39 pm   #20
Moderator
 
MrsFychan's Avatar
 
Joined: Oct 2011
Location: Wellington - I miss Castles, the NHS & English school system
Posts: 8,303
MrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

sorry need some clarification

can we claim tax back from NZ tax office?
husband I believe claimed back tax in the UK from when he came over on Sept 2011 and started working but has not claimed or attempted to claim anything for here (NZ).
I we can how do we go about doing it?
__________________
Trying to get NZ in line with other countries in regards to Pernicious Anaemia - https://tinyurl.com/zeszavw
If you are concerned about another member or they are emailing unwarranted information please inform a concierge or moderator (Me).
MrsFychan is offline   Reply With Quote
Old Feb 20th 2013, 9:07 pm   #21
Queen of the Underworld
 
Persephone's Avatar
 
Joined: Dec 2007
Location: In NZ!
Posts: 4,785
Persephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

If he was employed between Sept 2011 and April 1st 2012 and paid tax on a pay as you earn basis then he will probably be due tax back. Each wage slip is taxed as if he earned that amount for a full year.

He will need to file a full IR3 (full tax return) as he will only have been in NZ for part of the year.
Go to http://www.ird.govt.nz/ There is a calculator which you can use to check whether you are owed a refund. If he knows how much tax he paid and how much he earned then just enter that. If he doesn't have that info then contact the IRD and ask for a Personal Tax Summary for that year.
If a refund is due then search for form IR3 for the 2011/12 tax year, fill it in and return it. It took me 1-2 hours when I did it.

If you've worked the full tax year and are due a refund then there is a simpler way of doing it, but this is probably not relevant if he is on a regular salary. I had two jobs and irregular hours so I always overpaid tax.
Persephone is offline   Reply With Quote
Old Jul 7th 2013, 10:17 am   #22
Moderator
 
MrsFychan's Avatar
 
Joined: Oct 2011
Location: Wellington - I miss Castles, the NHS & English school system
Posts: 8,303
MrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

success we got a couple of thousand back. paid off CC
__________________
Trying to get NZ in line with other countries in regards to Pernicious Anaemia - https://tinyurl.com/zeszavw
If you are concerned about another member or they are emailing unwarranted information please inform a concierge or moderator (Me).
MrsFychan is offline   Reply With Quote
Old Jul 8th 2013, 7:11 pm   #23
Queen of the Underworld
 
Persephone's Avatar
 
Joined: Dec 2007
Location: In NZ!
Posts: 4,785
Persephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

Quote:
Originally Posted by MrsFychan View Post
success we got a couple of thousand back. paid off CC
Excellent! Drinks on you then

Did my IR3 before we went away and already got my refund. It is so much easier and quicker to do online! It does all the maths for you- no need to add A and B then divide by F which is the product of C and G and so on...

We're renting out our home so sorting the costs out there was the main part this year.
Persephone is offline   Reply With Quote
Old Jul 25th 2014, 7:41 am   #24
Forum Regular
 
Timmy Chch's Avatar
 
Joined: Jul 2014
Location: Chch
Posts: 74
Timmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond reputeTimmy Chch has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

All my buddies used a company to get their $ back (mugs) but as I only had 1 employer I used the IRD website. Agree with what everyone has said, it's pretty easy and people there to help if you need it. Took about 30 mins maybe? Mainly on an automated phone call chatting to a computer, setting up my MyIR thing, quite embarrassing in front of ya work colleagues ha ha. $711 back, simples, job done.
Timmy Chch is offline   Reply With Quote
Old Jul 26th 2014, 4:24 am   #25
Queen of the Underworld
 
Persephone's Avatar
 
Joined: Dec 2007
Location: In NZ!
Posts: 4,785
Persephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond reputePersephone has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

:
Quote:
Originally Posted by Timmy Chch View Post
All my buddies used a company to get their $ back (mugs) but as I only had 1 employer I used the IRD website. Agree with what everyone has said, it's pretty easy and people there to help if you need it. Took about 30 mins maybe? Mainly on an automated phone call chatting to a computer, setting up my MyIR thing, quite embarrassing in front of ya work colleagues ha ha. $711 back, simples, job done.
drinks on you then!

It's just the same if you have more than one job. Get a tax summary from the IRD and just enter the total wages and total tax paid for a year (or add it up manually if you prefer!) I worked for three employers at the same time so two were on the higher tax code for a second job...
Persephone is offline   Reply With Quote
Old May 22nd 2015, 10:07 pm   #26
Forum Regular
 
Joined: Jul 2014
Location: Beachlands, Auckland
Posts: 212
desmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nice
Default Re: Tax refunds if you arrived in NZ last year

We arrived in August 2014. Do you think we could claim any tax back on NZ earnings? And what is the easiest way to do so?
desmondo84 is offline   Reply With Quote
Old May 23rd 2015, 12:00 am   #27
Moderator
 
MrsFychan's Avatar
 
Joined: Oct 2011
Location: Wellington - I miss Castles, the NHS & English school system
Posts: 8,303
MrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

Quote:
Originally Posted by desmondo84 View Post
We arrived in August 2014. Do you think we could claim any tax back on NZ earnings? And what is the easiest way to do so?
Yes you can and very easy to do, just go to your IRD page and use the calculator to see how much you may get back and then apply for the PTS - be aware if you owe tax then if you request a PTS you will have to pay it.

If you don't have an online account with IRD suggest you set one up.
__________________
Trying to get NZ in line with other countries in regards to Pernicious Anaemia - https://tinyurl.com/zeszavw
If you are concerned about another member or they are emailing unwarranted information please inform a concierge or moderator (Me).
MrsFychan is offline   Reply With Quote
Old May 23rd 2015, 1:05 am   #28
Forum Regular
 
Joined: Jul 2014
Location: Beachlands, Auckland
Posts: 212
desmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nice
Default Re: Tax refunds if you arrived in NZ last year

did it online and it came up:
You don't have to file an IR3 tax return or receive a personal tax summary for this year
Based on the information you've provided below you're entitled to a tax refund of XXXXX

does this mean that they will automatically sort it out and send me out a cheque?

Cheers

Des
desmondo84 is offline   Reply With Quote
Old May 23rd 2015, 4:49 am   #29
Moderator
 
MrsFychan's Avatar
 
Joined: Oct 2011
Location: Wellington - I miss Castles, the NHS & English school system
Posts: 8,303
MrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond reputeMrsFychan has a reputation beyond repute
Default Re: Tax refunds if you arrived in NZ last year

Quote:
Originally Posted by desmondo84 View Post
did it online and it came up:
You don't have to file an IR3 tax return or receive a personal tax summary for this year
Based on the information you've provided below you're entitled to a tax refund of XXXXX

does this mean that they will automatically sort it out and send me out a cheque?

Cheers

Des
On the safe side fill in the PTS and then they put the money into your account
__________________
Trying to get NZ in line with other countries in regards to Pernicious Anaemia - https://tinyurl.com/zeszavw
If you are concerned about another member or they are emailing unwarranted information please inform a concierge or moderator (Me).
MrsFychan is offline   Reply With Quote
Old May 23rd 2015, 5:15 am   #30
Forum Regular
 
Joined: Jul 2014
Location: Beachlands, Auckland
Posts: 212
desmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nicedesmondo84 is just really nice
Default Re: Tax refunds if you arrived in NZ last year

awsome thanks. I also got chinned with some high tax on my savings account over here coz i didn't enter my IRD so will try and claim that too if I can work out how.

Free money!
desmondo84 is offline   Reply With Quote
Reply

Go Back   British Expats / Living & Moving Abroad / New Zealand


Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off



All times are GMT. The time now is 2:32 pm.


Powered by vBulletin: ©2000 - 2017, Jelsoft Enterprises Ltd.
© 1999-2010 BritishExpats.com