Terms and Conditions
Engagement as Tax Agent

1. Authority to Obtain Information from Inland Revenue

I give authority to TaxRefunds.co.nz Limited to be my tax agent (to the exclusion of my current tax agent if any) and to link to all tax types as required in order to obtain information from Inland Revenue — electronically, by telephone or otherwise.

These tax types include, but are not limited to, Income Tax (“INC”), Student Loan (“SLS”), Working for Families (“FAM”), GST and PAYE (“PAY”).

I understand that TaxRefunds.co.nz Limited will remain my tax agent for this and future years, until I notify them otherwise. I acknowledge that I have read and understood the Authority to Act agreement.

2. Authority to File Tax Returns and Claim Refunds

I give authority to TaxRefunds.co.nz Limited to file any tax returns and/or personal tax summaries as necessary, and claim any refunds on my behalf.

3. Fees

I agree to pay to TaxRefunds.co.nz Limited as a preparation fee, a sum equivalent to that detailed below for all tax refunds paid from every tax return or personal tax summary for any tax type lodged by the company on my behalf, specifically:

  1. If I proceed to apply for a refund through TaxRefunds.co.nz Limited, I will pay TaxRefunds.co.nz Limited a per-return fee of 18% (minimum $18, maximum $500).
  2. If I proceed to apply for a refund myself or through a third party, after completing an application with TaxRefunds.co.nz Limited, I will pay TaxRefunds.co.nz Limited a per-return fee of 18% (minimum $18, maximum $500).
  3. If no bank account is supplied, then there will be a fee for issuing a cheque.
  4. A $25.00 fee may be charged for problematic occurrences. These include, but are not limited to: cancellation and re-issuing of cheques, bank account errors, overseas bank transactions, errors in information supplied or maintained.
  5. If Inland Revenue requires an IR3 to be filed, the greatest of the applicable fees below applies ($500 maximum):
    IR3 Type Base Fee Fee from Refund Minimum Fee
    Refund (simple / overseas income / part-year / withholding tax) 18% $18
    Rental property $99.00 18%
    Self-employed * POA 18%
    GST-registered * POA 18%
    Non-refund (not covered above) $44.85

Bank fees may apply for cancelled or re-issued cheques.

Maximum fee is charged for refunds over $2,778.

A $5 unsolicited payment fee applies to any unexpected payments we receive from IR on your behalf.

* Due to the complexity of self-employed and GST returns, we need to view the documentation first, then will provide a quote before proceeding.

4. Receipt and Payment of Tax Refunds

In respect of any tax refunds due to me, I give TaxRefunds.co.nz Limited authority to:

  1. Receive the same on my behalf and deposit them into their client trust account.
  2. Debit from such refunds a tax return preparation fee as set out above.
  3. Pay the net balance of the refunds to me, either by direct credit into my bank account or by cheque, as dictated by details supplied by me upon completion of my application.
  4. Deduct any associated bank fees due to cancellation of a cheque or re-issuance of a cheque.

5. Signature on Behalf

I give authority for TaxRefunds.co.nz Limited to sign any tax return on my behalf, based on information submitted by myself and provided by Inland Revenue or any relevant party.

I understand that I may receive marketing communications and/or offers from TaxRefunds.co.nz Limited from time to time, and that if I do not wish to receive such marketing communications and/or offers I can click the unsubscribe link at the bottom of the email.

6. Time Frames

I accept that time frames for processing applications are indicative only.

Disclaimer by TaxRefunds.co.nz Limited

TaxRefunds.co.nz Limited has relied upon the information submitted by the taxpayer and provided to it by Inland Revenue. Therefore TaxRefunds.co.nz Limited does not accept any responsibility for the accuracy of the material from which the returns have been prepared.

Privacy Act 1993

Information the company obtains in the course of this engagement is subject to confidentiality requirements, in addition to obligations under the Privacy Act 1993. TaxRefunds.co.nz Limited will not disclose that information to other parties without your express consent, except as required by law or to update your details with Inland Revenue as required.

Postal Address

“TaxRefunds.co.nz Limited, Private Bag 4988, Christchurch 8140, New Zealand”.