Removing My Refund as your Tax Agent

It’s really important to us that you feel comfortable with who is acting as your tax agent.

In most cases, people sign up with My Refund by completing our online form. 

We can send you a copy of your original authority to act and explain how and when you signed up. If something doesn’t look right, we’ll fix it.

Lots of people like the idea of going straight to IRD. The benefit of staying with My Refund is that:

• We check your income and expenses to make sure you’re not missing out on a refund
• We can claim for multiple years, not just the current one

You’re always free to deal with IRD directly, but if you stay with us we’ll keep an eye on things and help you get what you’re entitled to.

We’re really sorry to hear that – this is not the experience we want anyone to have with My Refund.

If you’re open to it, we’d love the chance to review what happened, fix any issues, and see if we can make it right.

Often a quick chat clears things up, and in some cases we may be able to adjust how we handle your account going forward.

Our fees are outined in our terms and conditions that you agreed to when signing up for our services. If you have received an invoice, removing My Refund does not void this invoice. 

Our fees are tax deducable, which means that we can add these as an expense in your next return, helping you to get a bigger refund. 

That’s very common – a lot of people join us for a one-off refund.

If we stay as your agent, we can:

• Keep an eye on future years for any refunds you might be missing
• Help with questions and IRD letters if they pop up.

Thanks for letting us know. We really appreciate any feedback – it helps us improve our service.

If you’re open to a quick call, we’d love the chance to talk through your comments and see if we can resolve things so you’re happy to stay with us.

Thanks for staying with My Refund 

We’ll continue to act as your tax agent with IRD. If you ever want to review this again, just get in touch.