Personal tax summary

What's a PTS?

A PTS shows your income and the amount of tax your employer has paid to us for the income year, letting you know if you:

• are due a refund
• need to pay more tax.

You can request a PTS by:

• logging in to your secure online services account
  
  (This is the quickest way to receive a refund as you can usually confirm it immediately. You'll need to register for our online services if you haven't done so already.)
• using our Request a personal tax summary service
• calling us on 0800 227 774.

You should receive it within 10 working days.

What do you do with your PTS?

• Check that all the information on your PTS is correct.
• Make changes and confirm your PTS by:
  • logging into your online services account, or
  • calling us on the number shown on the PTS, or
  • writing changes directly on the PTS and sending it back to us.
• Pay any amount owing by the due date - we'll send you a reminder letter before it's due to be paid.
• If you're due a refund, check that your bank account details are listed on the PTS - if not, fill out the direct credit form (attached to your PTS) and return it to us with your PTS.
• Call us to confirm the refund shown if it's $200 or more - if you don't, we can't pay it to you.

If your PTS shows a refund of less than $200 we'll automatically pay it within 30 days.

Note:
Refunds are usually direct credited to your bank account.

Will you automatically get sent a PTS?

If you've paid the right amount of tax during the income year we won't automatically send you a PTS.

How will this affect you?

Check out Real lives to see John's story - he's still at school and needs to claim a tax credit (formerly rebate) for his part-time job.