Website Terms of Use

Terms and Conditions - School Donation Refunds

Terms and Conditions

What we will do for you 

We will work for you, a parent of New Zealand, to do everything in our control to process your school rebate as quickly and efficiently as possible in order to obtain any refund on your behalf. We will treat your personal information with the strictest of confidentiality. We respect your input and we will work with you should any issues arise to find a mutually acceptable solution. 

It is important to be aware that IRD may require you to file an IR3 tax return before releasing your donation rebate. Please note, this is outside of control. Should this happen we will let you know and work with you on your options in order to release your refund.

We will always act fairly and honourably in our preparation of your donation rebate. If it is deemed an error on the part of, and this has caused a debt at IRD, we will work with you to remedy the situation. 

If an error is found, we will acknowledge our responsibility in this situation, fully investigate where an error had been made and provide full details to you. If the error is caused by, we will take all reasonable steps to resolve the situation. If we cannot, we will reimburse you for any payment you may be obligated to make as a result of our error (but only to the extent that the payment obligation arose as a result of our error). 

What you need to do for us 

By submitting a claim via I authorise the following:

  • I acknowledge that submitting this application I authorise including its employees or contractors to act on my behalf as my tax agent with IRD.

  • I authorise to link all tax types as required in order to complete the application.

  • I authorise to obtain any information that is necessary for them to perform the services requested. This may include all available information from IRD and/or any relevant information from schools, charities or religious organisations regarding donations made by me.

  • I’m aware that on receipt of any refund from I can remove as my tax agent by contacting IRD directly (see I also acknowledge that on receipt of my refund or other such time, may  de-link me from any linked tax types and will no longer be my tax agent (until such time as another application is made).

  • I acknowledge that by acting as my tax agent they have full access to and the ability to modify my IRD records to linked tax types.

  • I’m aware that any IRD correspondence will be sent to as my tax agent for linked tax types.

  • I authorise my donation rebate refund to be credited to the Commercial Trust Account held with the ASB Bank.

  • I give full permission for to sign donation rebate claim forms on my behalf (as tax agent) if it deems it necessary to do so.

  • I warrant that all information I have provided is true and correct and that I have supplied all information required.  I acknowledge that by providing any false information is an offence under the Tax Administration Act and I would be liable to prosecution. 

  • In the event I incorrectly enter the amount of the school donation based on the receipt(s) provided or obtained by, I authorise to amend the amount I have entered to agree to the receipt(s) provided

What it costs 

The fee is 15% (excluding G ST) of the total gross rebate due (before any IRD applied offsets or deductions). 

By submitting this application you acknowledge and agree to fees being deducted from your refund. You acknowledge that will receive any refunds due to you on your behalf and can deduct any monies owed to 

If for any reason your rebate is not refunded to the trust account, you confirm that you will remain liable to for the fee which would be otherwise paid in processing of your donation rebate and will pay the fee within seven days of receipt of invoice. This could be because you changed tax agents, dealt directly with IRD, had your rebate taken by IRD for an existing debt or another reason. You agree to be responsible for any costs incurred in the collection of unpaid fees. 

Your Personal Information 

As Chartered Accountants, confidentiality is one of the fundamental principles of our framework which we must adhere to. will securely store and protect any private data we have in regard to the preparation of your donation rebate.  We will not send you unsolicited marketing emails but will send you service-related emails, even if you unsubscribe from receiving marketing emails. 

You accept that we may use your First name, location and donation rebate amount as part of our marketing material. We will request your permission should be want to use any other information. 

You have the right to request a copy of the information about you retained by us and the right to request us to correct any incorrect information about you held by us.  You can do this by emailing us at    

Please be aware New Zealand law states that we must retain copies of your personal data for up to seven years. Information deemed by us as no longer required is disposed of by secure destruction. 

If you have a comment or suggestion 

Any feedback of your experience using is important to us. We welcome your comments or suggestions to assist us in constantly improving your experience.  If you would like to get in touch email us at