Terms and Conditions

These are the terms and conditions for Donation Tax Credit Services provided by Impact Aotearoa Charitable Trust trading as Impact. By using our services, you acknowledge that you have read, understood, and agree to these terms and conditions.

Eligibility

To use our services, you must be a legal tax resident of New Zealand and have made eligible charitable donations to approved donee status organisations within the last 4 years. This service is for individuals only, aged 18 years and above.

Services Provided

Impact will assist in preparing and submitting the necessary documentation to claim tax credits for your donations. This includes collecting donation receipts, lodging claims, and liaising with the Inland Revenue Department (IRD) as required.

User Responsibilities

Users must provide accurate and complete information regarding donations, including valid receipts and any other documentation requested. Falsifying information or providing incomplete data may result in the denial of your tax credit claim and potential legal consequences.

Fees and Payment

Impact's service fee is 15% of the eligible tax rebate claimed or a flat fee of $100 for donation amounts over $2,000 (per financial year).

When a donation tax credit is successfully processed, the funds will be deposited directly into Impact's account by the Inland Revenue Department (IRD). Once the deposit is received, the service fee will be deducted and the remaining funds will be transferred to the client's account within 7 days.

Authority to Act Letter

Before Impact can act on a clients behalf, an Authority to Act letter must be dated and signed by the client. The authority to act allows Impact to act on the clients behalf in all matters relating to REB and INC (Donation Tax Credits and Income Tax).

Impact Aotearoa Charitable Trust, represented by its trustees and staff is authorised to perform the following actions:

Access and review donation records.
Submit claims for donation tax credits.
Communicate with Inland Revenue for any clarifications, updates, or submissions required in relation to my donations.
Obtain information from Inland Revenue through all channels (including electronic ones).

Anti-Money Laundering and Countering Financing of Terrorism Act 2009

Upon signing an Authority to Act letter, the client acknowledges and agrees that Impact is committed to complying with all applicable anti-money laundering and financing of terrorism legislation. To meet these obligations, Impact may engage a third-party service provider to verify the client’s identity. This process may involve sharing necessary client information with the third-party provider solely for the purpose of identity verification. Impact ensures that any third-party provider used for this purpose will adhere to strict confidentiality and data security standards.

Confidentiality and Data Protection

Impact is committed to maintaining the privacy and security of your personal information. All data provided will be used solely for the purpose of processing your tax credit claim and will be handled in accordance with our Privacy Policy.

Limitation of Liability

While we strive to provide accurate and efficient services, we do not guarantee the acceptance of your tax credit claim by Inland Revenue. We are not liable for any penalties, interest, or other damages arising from the use of our services, except in cases of gross negligence or intentional misconduct.

Amendments and Termination

We reserve the right to amend these terms and conditions at any time. Any changes will be communicated to you in advance. Either party may terminate the agreement with written notice. In the event of termination, any fees for services rendered up to that point will remain payable.

Contact Information

For any questions regarding these terms and conditions, please contact us at info@charityimpact.org.