Claiming your donations
Each year, Kiwis donate over $2,000,000,000 to charities and community organisations. What donations are claimable? It's not a simple answer, but here's all the information you need!
If you already know all about donations and just want to get underway with filing to get your donation tax credit, these buttons are for you!
What is a donation tax credit?
Basically, a DTC (donation tax credit) is a credit that you're able to claim for any donations you've made during a financial year. The tax credit is a whopping 33% of the total donations made. That can really add up!
Additionally, the credit doesn't come from any charity that you've donated to, it's an entitlement for all New Zealanders earning income. So all charities still keep all of their donations, you just get some of it back from IRD.
Sound too good to be true? The only catch is that the credit can't exceed 33% of your annual income, but for most people this isn't an issue as they earn more than they donate.
What are the requirements for claiming?
- Your total donations must equal more than $5.
- A copy of the receipt from the charity/organisation for each donation.
- All donations must have been made within the last four financial years.
- Donations must be made to an approved donee organisation, or to a public school (stated as a donation on the receipt).
- The total claim cannot exceed your taxable income for the year. If it does, you can claim up to the amount of your taxable income (which means you'll get 33% of your total income as the credit).
So, what can and can't be claimed?
If you're unsure if the organisation you've donated to is an approved donee organisation, you can contact us and we'll let you know.
School donations - read more
These include the following:
- Voluntary school fees for a public school (state owned school)
Note: All payments of these types must be clearly labelled as school donations.
- Donations to a board of trustees of a public school
- Payments to a parent-teacher association (these payments must be a donation)
- Payments to other schools that are donee organisations (these payments must be a donation)
Kindergarten donations - read more
This excludes private kindergartens or other early childcare fees
Approved NZ religious organisations - read more
If you're unsure if the religious organisation you've donated to is an approved donee organisation, you can contact us and we'll let you know.
Medical research schools and universities - read more
If you're unsure if a the research school or university you've donated to is eligible, you can contact us and we'll let you know.
Approved overseas aid funds - read more
If you're unsure if the overseas aid fund that you've donated to is approved, you can contact us and we'll let you know.
Donations without a valid receipt - read more
A valid receipt must contain the following:
- Your name
- The amount and date of your donation
- A clear statement that it is a donation
- The signature of an authorised person
- An official stamp with the name of the approved donee organisation or school, and
- If the receipt is a copy or a replacement, the word "copy" or "replacement" be shown clearly
If you've lost your receipt you can contact the charity or school that you've made a payment to and request a copy.
Any kind of additional tuition or tertiary education fees
School fees paid to a privately owned school - read more
School fees paid to a private school are not eligible to be claimed on, however, donations to a private school that's an approved donee organisaions are eligible.
Donations made through your salary - read more
Donations that are paid by payroll from your salary or wages have the tax credits automatically deducted and are unable to be claimed on.
Optional school expenses - read more
You cannot claim for the following:
- Classes with additional expenses (e.g. woodwork, metalwork, food education, etc)
- Activities where attendance is optional
- Transport to or from a school activity (e.g. school camps, educational trips, etc)
How can we help you with claiming your donation tax credit?
If you've made donations, then you're most likely eligible to claim a donation tax credit.
We can process donation claims on your behalf with the IRD. We charge a flat filing fee of $25 per donation filing, per year (this fee is taken directly from the tax credit). This is available to all WooHoo customers.