School donation tax credits

Donation Tax Credit Service for Parents at Cambridge Primary School

I am pleased to offer a tailored service to help parents at Cambridge Primary claim their donation tax credits for the 31 March 2022 tax year.

I will assist with drafting your donation tax credit form (IR526) and arrange for official receipts.  For those of you who use MyIR I can guide you through the process.  This service is designed to save you time and simplify the process while ensuring you receive tax credits for donations you have paid to the school before those tax credits expire.

Terms of Engagement: By engaging my services, you agree to the terms outlined below, which includes confirmation of the donations made and compliance with the Inland Revenue Department (IRD) requirements.  I follow the professional standards set by Chartered Accountants Australia and New Zealand (CA ANZ), ensuring that all services are delivered with the highest level of integrity and in line with ethical guidelines.

For further information feel free to contact me today!

Engagement terms

Scope of Service:
The service provided includes drafting your donation tax credit form (IR526) and arranging for official receipts for donations made to Cambridge Primary.  This service is for donations made during the 2022 tax year or the period 1 April 2021 to 31 March 2022.

Client Responsibility:
Clients are responsible for providing accurate details of donations made during the tax year. The information must be complete and truthful to ensure the tax credit claim is valid.

Tax and Compliance:
The service is provided in compliance with the relevant tax laws and regulations as set by the Inland Revenue Department (IRD) in New Zealand. I will ensure your tax credit claim meets these requirements.

Confidentiality:
All personal and financial information shared will be kept confidential in accordance with professional standards and the ethical guidelines set by Chartered Accountants Australia and New Zealand (CA ANZ).

Fees:
The fee for this service is $20 per return and is payable in June 2025, once we expect IRD to have processed your donation tax credit.   All fees paid to Finance Partners for this service will be donated to Cambridge Primary.  If you are unable to pay please contact me as the intention of this service is to raise awareness of donation tax credits.

Limitation of Liability:
While I will take all reasonable care in providing this service, liability for errors arising from inaccurate information provided by clients or third-party sources is limited.

Professional Standards:
As a Chartered Accountant, I adhere to the professional and ethical standards set by CA ANZ, ensuring that all services are provided with integrity, competence, and in line with relevant laws.