Personalised Individual Tax Services

Preparation and filing of individual tax returns, including returns for those with additional income sources such as rental, business, or foreign income.

Assistance with understanding and applying the correct tax rates, including the new rates effective from 31 July 2024.

Ensure compliance with the Tax Administration Act 1994, including meeting all reporting and disclosure obligations. 

Develop strategies to minimise tax liabilities through effective use of deductions, credits, and exemptions.

Advise on the use of tailored tax codes to ensure the correct amount of tax is withheld throughout the year, reducing the likelihood of year-end tax shortfalls.

Assist with planning for significant life events that may impact tax obligations, such as inheritance, investments, or changes in employment. 

Guidance on provisional tax obligations for individuals with residual income tax exceeding $5,000, ensuring accurate calculation and timely payments.

Assistance with managing cash flow implications of provisional tax payments. 

Support in resolving disputes with Inland Revenue, including assistance with the disputes resolution process as outlined in the Tax Administration Act 1994.

Representation during tax reviews and assistance in responding to Inland Revenue queries. 

Assistance in claiming tax refunds and ensuring that any overpaid tax is returned promptly.

Guidance on eligibility for automatic write-offs of small tax amounts, particularly for qualifying individuals. 

Advise on the tax implications of investment income, including interest, dividends, and rental income.

Ensure the correct Resident Withholding Tax (RWT) rates are applied to investment income to avoid underpayment or overpayment of tax. 

Utilise digital tools to streamline the tax filing process, ensuring that all income and tax credits are accurately reported and claimed.

Provide training and support for individuals to use Inland Revenue’s online services effectively.