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Tax Panel

Estimates New Zealand tax obligations including GST and income tax, shows upcoming filing dates, and highlights approaching deadlines. All calculations use current NZ tax rates and rules.

What It Shows

SectionContent
Annual estimatesTotal income, total tax (GST + income tax), effective tax rate
Tax breakdown barVisual split showing GST vs income tax proportions
Upcoming datesNext GST filing and provisional tax installment dates
GST urgency alertWarning badge when next filing is within 14 days
Per-period estimatesEstimated tax amounts for each upcoming filing period

NZ Income Tax Brackets (2024/25)

BracketRate
$0 -- $14,00010.5%
$14,001 -- $48,00017.5%
$48,001 -- $70,00030%
$70,001 -- $180,00033%
$180,001+39%

GST

  • Rate: 15% (NZ standard rate)
  • Filing frequency: bi-monthly
  • Filing dates: 28th of the filing month (February, April, June, August, October, December)

Provisional Tax Dates

InstallmentDue Date
P128 August
P215 January
P37 May

Key Features

  • Effective rate calculation -- Shows the blended effective tax rate across all brackets, not just the marginal rate.
  • Breakdown bar -- A horizontal stacked bar separating GST from income tax so you can see the split at a glance.
  • Urgency alert -- A warning badge appears when the next GST filing date is within 14 days.
  • Per-period estimates -- Estimated tax amounts broken down by upcoming filing period.
  • What-If integration -- When the What-If Simulator is active, tax estimates update to reflect adjusted income/expense scenarios.
  • NZ date formatting -- All dates use en-NZ locale.

Data Source

Store / HookFields
useFinanceStoreIncome transactions, expense transactions
useSimulationAdjusted values when What-If Simulator is active

Interactivity

ActionResult
Activate What-If SimulatorTax estimates recalculate for the adjusted scenario

The panel is primarily display-only. Tax parameters (brackets, GST rate) are hardcoded to current NZ rates.