Tax changes making giving easier

As of 1 April 2008, there have been changes to the way charitable donations are taxed.

What it means for individuals

Individuals are now able to claim a rebate of one-third (33.33%) of all donations they make, up to the limit of their taxable income.

For example:

Kath donates $10,000 to charitable organisations. Her taxable income for the 2008–09 year is $40,000. Kath will now be able to claim a refund of $3,333 which is one-third of her $10,000 donation. Previously, she could only claim a maximum of $630.

The $1,890 threshold for which individuals can claim a rebate for cash donations to donee organisations has also been removed.

What it means for companies

Companies and MÄ?ori authorities can now get deductions for all donations (up to the company’s income) made to donee organisations.

For example:

Company Ltd is a publicly-listed company. In the 2009 tax year (1 April 2008 - 31 March 2009), Company Ltd supported the local community charities, donating $20,000. Company Ltd’s net income before taking into account its donations was $200,000.

Under the new rules, the full $20,000 can be deducted. Under the old rules, Company Ltd is entitled to a tax deduction of $10,000.

The previous 5% limit on deductions that companies could claim for cash donations has been removed.

What it means for the community

The changes will benefit all New Zealanders and the work organisations do in our communities.

Many organisations working in the community are reliant on multiple sources of funding. The tax changes will make it easier for individuals and companies to support their work.

To get the level of services we need at a local level, we need to sustain a culture where the giving of time and money is valued and recognised as an important social and economic contributor.

 

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