How to claim or regift your tax credit

You can receive a tax credit of 33.33% on your charitable donations, meaning you get back one-third of what you give. If you haven’t claimed this credit before, you can backdate your claim for up to four years of previous donations. We’ve provided instructions below on how to claim your tax credit directly through the IRD. 

IRD process

To claim your tax rebate back, you can do this online by simply using a tax receipt - either a pdf, photo or scanned version of a physical document. 

You will need a myIRD login or, alternatively a RealMe login.

Please note:

• If you make a one-off donation, you can submit the receipt given to you each time you donate. You do not need to wait until the end of the tax year to do so.
• If you make a monthly or regular donation, you will receive an end of the year receipt for all your monthly donations.
• If you have made one-off donations throughout the year as well as making a regular gift you will need to supply both the end of the year receipt and the single gift receipts.
• You can claim back prior year’s donations for the last four years.

We have put together a step by step guide for you. 

Before you start you will need: 

• Your receipt. If you were sent a paper receipt you can scan or take a photo of your receipt. Need a replacement? Please call us 0800 663 463 or email our Fundraising Team funding@arthritis.org.nz. 

• Arthritis NZ’s charity registration number: CC55546 

• Arthritis NZ’s IRD number: 126-067-321 

Start

1. Register or log in to your myIRD account. (If you do not have one, please take note when you are signing up that you want to be able to receive donation tax credits.  You will need your IRD number.
   
   
2. Once you have signed in and are on the home page of myIRD, you will see on the page, underneath ‘accounts summary’, there will be a ‘donation tax credit’ option. Click on this to begin the process.

3. This will bring up a page, which says  ‘Enter donation tax credit receipts’.  Select to ‘Add a receipt’.

Enter donation tax credit receipts

4. You will need to enter the details of the donee/organisation name. This is  Arthritis New Zealand Mateponapona Aotearoa.
   
   
5. Our charity registration number is  CC55546.
   
   
6. You will also need to enter our IRD number which is 126-067-321 and the amount you have donated. This has been collated on your donation receipt.
   
   
7. The form will ask what type of organisation- religious, school, kindergarten or other. For Arthritis NZ this will be ‘other’. 

Then select ’Next’ 

8. Next you will click ‘Add receipt attachments’. You can attach the receipt by saving the pdf to your own computer and uploading it. If you have a physical copy the IRD will also accept a scan or a photo of the receipt.  You will need to select the type of attachment and put in a description of the document ’eg – Arthritis NZ Tax receipt 2024′ 

9. Once all of the required fields have been filled you can press ‘OK’ to go through to the following page.
This will summarise the receipt details. If it all looks correct, press ‘next‘ again.

10. On the final page it will ask you if you would like to transfer your credit. You can press ‘yes‘ if you wish to do so (for example back to Arthritis NZ) and ‘no‘ if you would like the credit to come back to you. 

Then press submit

Enter donation tax credit receipts

If you would like to donate your credit back to Arthritis NZ, thank you so much!  You are able to do this at the end of the online process.  

Once you have filled in all your details to re-gift the money back to the charity, select ‘Submit‘. Then you are done! 

Alternatively, please feel free to get in touch at 0800 663 463 or email our Fundraising Team funding@arthritis.org.nz.