Income Recovery Questionaire

This short questionnaire helps us check whether you may be eligible for a tax refund due to a change in income. It takes 90 seconds to complete and is designed for people whose earnings changed (for example due to redundancy, parental leave, or reduced hours). We review a limited number of cases with registered New Zealand tax agents, and only proceed where there’s a genuine chance of recovery. There’s no cost to check and no fee unless a refund is successfully recovered.

What best describes why you’re here today?

I had a job change or redundancy

I took parental leave

I took a career break / unpaid leave

My income dropped significantly

I moved to part-time or semi-retirement

I’m not sure — just want to check

Did your income change during the last 1–2 tax years (since April 2023)?

Which tax years does your income change apply to?

2023–24

2024–25 (current year)

Both

Before then

During the affected year(s), were you taxed through PAYE and/or KiwiSaver/PIE?

PAYE (salary / wages)

KiwiSaver or managed funds

Both

Neither

not sure

Roughly what was your annual income before it changed?

Under $40,000

$40,000–$70,000

$70,000–$100,000

$100,000–$150,000

$150,000+

Roughly what was your annual income after the change?

Under $40,000

$40,000–$70,000

$70,000–$100,000

$100,000+

Did your income drop your KiwiSaver or investment PIR rate was set?

Yes

Not sure

What is the balance of your KiwiSaver

Less than $50,000

50,000-80,000

80,000-120,000

120,000-170,000

170,000+

Don't know

Have you already had a tax agent review this change?

Yes — refund already sorted

Yes — but unsure if complete

Would you be comfortable proceeding on a basis ($250 success fee and 22% of any refund recovered)?

Yes

I’d like to understand more

If eligible, are you happy for a registered NZ tax agent to review your case on your behalf?

Yes

First Name

Last Name

Phone Number

Email

Thanks — we’ve received your details. We’ll review your responses and, if suitable, a registered New Zealand tax agent will assess your case. You’ll hear from us within 1–2 business days. If we can proceed, we’ll contact you with next steps. If not, you won’t be charged and no further action is required.