filing process
What We Do
- Once we have received your signed application, we will link you to our agency with the IRD. This allows us to get the online summary of earning information for you for the last 5 years.
- We calculate from this the tax you have paid, versus what you should have paid. We also look at any other rebates 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.
- We will then submit an application for a Personal Tax Summary (or IR3) as necessary, with the IRD.
- We will send you a letter confirming the amount of your refund, or the fact that no refund is available to you.
- Within 10 working days the IRD will process the refund and we will transfer the refund to your nominated bank account after deducting our agreed upon fees