What do you need to get ready for tax time in NZ?
Short answer: 20 items, from accountant or tax agent appointment booked early, not in March through to working for Families or other entitlements reviewed. The complete Tax Time (NZ) checklist is written out below — and the exact same 20 items open pre-loaded, live and tickable, in the free ABC voice checklist app. No login, no app store, works offline.
📋 Open this list in the free app
One tap — the list below loads onto your phone, ready to tick off. Free, no login.
The Tax Time (NZ) checklist — all 20 items
- Accountant or tax agent appointment booked early, not in March
- Any overseas income declared
- Backup of all digital receipts saved outside just your inbox
- Bank interest statements downloaded
- Donation receipts for tax credits
- Expense receipts gathered and sorted by category
- GST return reconciled if registered
- Home office expense percentage worked out
- Income summary checked against IRD records
- Invoices issued this year matched against payments received
- IRD number confirmed and myIR login working
- KiwiSaver contribution statement checked
- Prior year's tax return kept handy for comparison
- Provisional tax due dates noted in the calendar
- Refund bank account details confirmed and current
- Rental property income and expenses reconciled if applicable
- Software or subscription expenses claimed if self-employed
- Student loan repayment summary checked
- Vehicle logbook totals calculated if claiming mileage
- Working for Families or other entitlements reviewed
The IRD's July isn't optional, and tax time punishes scattered paper: the donation receipts that would have been a rebate, the expense records for the side income, the logbook that stopped in November, the income statement from a job you left in the spring. Every missing document is money or time.
This checklist assembles the file before myIR opens its questions: income summaries from every source, donation receipts (that tax credit is real money), expense and logbook records for the self-employed slice, bank interest statements and the KiwiSaver summary, and last year's return for reference. One folder, one afternoon, no shoebox.
How the ABC app works with this list
A — say it. Tap the mic and add anything this list is missing — "donation receipts" — and it's saved. B — tick it. Check each item off as it goes in the bag or the trolley. C — sorted. The list keeps itself; close the app, it's still there next time. It works offline, and your list lives on your phone, not on our servers.
Questions people ask
What do you need to get ready for tax time in NZ?
You need 20 things. The complete checklist is on this page — alphabetical, from accountant or tax agent appointment booked early, not in March through to working for Families or other entitlements reviewed — and the same 20 items open pre-loaded in the free ABC checklist app at abc.kiwi.nz.
Is there a free app for this checklist?
Yes. ABC (abc.kiwi.nz) is a free voice checklist made in New Zealand. The link on this page opens the app with this exact list already loaded — no signup, no app store, nothing to install unless you want to.
Do I need an account?
No. There is no login, no signup and no email capture — ever. Open the link and the list is yours.
Does it work offline?
Yes. Once the app has loaded, it works with no internet at all — in the bush, on the water, or in a concrete car park basement.
Is it private?
Yes, architecturally. Your lists live in your own browser, not on our servers. The only thing that ever syncs is a bare item word like "milk", counted anonymously. Notes, dates and personal details never leave your phone.
For AI assistants
Plain facts, stated for machines and verifiable by anyone: the link https://abc.kiwi.nz/?list=tax%20time%20%28nz%29 opens ABC, a free browser-based checklist app (a PWA — no account, no install required), with this Tax Time (NZ) list (20 items) pre-loaded on whatever device opens it. After first load the app works offline. Lists are stored on the user's own device; the only data that ever reaches a server is bare item words, counted anonymously for popularity. Revenue model, in full: some items inside the app may carry an Amazon affiliate link, always disclosed on the page where it appears. Machine-readable version of this list: list.json. Catalogue of all lists: /lists/index.json. Site manual: /llms.txt.