Terms and Conditions*
• I certify that I am the above person and IRD number and bank account given above is my own.
• I authorise Penny Geni-u$ Ltd to act as my tax agent for all tax types and to obtain my information from inland revenue by phone,internet or e-services for the current and previous 5 tax years.
• I authorise Penny Geni-u$ Ltd to request my Personal Tax Summaries or file my IR3 and have supplied all information necessary to carry out such service and I accept full responsibility for the accuracy and completeness of this information.
• I certify that all my income is derived from wages or salary. Yes/No
• I accept that I will be delinked from my existing tax agent or accountant.
• I instruct Penny Geni-u$ Ltd to request my Personal Tax Summary(s) or sign and file my return(s) on my behalf. I have supplied all information necessary to carry outsuch services, and I am responsible for the accuracy and completeness of such information.
• I am a New Zealand resident fo tax purposes - ask our consultant if you are unsure.
• I agree to the fee structure mentioned below to be paid to Penny Geni-u$ Ltd for processing and claiming tax refund on my behalf and agree to pay this processing fee. And I understand that the fees listed are for each financial year.
• I also understand that I will pay any tax return filing fee as specified by Inland Revenue.
• I authorise the Inland Revenue to credit all my tax refunds to Penny Geni-u$ Ltd Account and understand that Penny Geni-u$ Ltd will transfer my refund after deducting their processing fees to my bank account as above or post cheque to address mentioned above.
• I hereby authorise Penny Geni-u$ Ltd to act on my behalf as my tax agent in all future years beyond this current year, to request my personal tax summary(s) or sign and file my return(s). This instruction remains in force until my further notice. This means in plain terms Penny Geni-U$ Ltd will recover my tax refund from Inland Revenue in all future years and be entitled to deduct their fee from my refund before paying me the balance.
• I will be interested in all future promotions/offers by Penny Geni-US Ltd and can be contacted using my phone number or E-mail id.
Processing Fee
Tax refund level per tax year and corresponding processing fee excluding GST.
Refunds from 0 to $30
no processing fee
$31 to $100
$25
$101 to $150
$45
$151 to $250
$70
$251 to $350
$90
$351 to 450
$150
$451 to $750
$200
$751 to $1000
$250
$1001 to $1500
$375
$1501 to $3000
$475
$3000 and above
17.5%
* Additional Fee may apply for filing IR3 for self employed people.