How to apply
Before you complete your application, you must:
- contact NZIR to get an NZIR number
- be approved as an eligible New Zealand participant for a wine equalisation tax (WET) rebate. Lodge an Application for approval as a New Zealand participant for a wine equalisation tax rebate to get an ARN
- have your ATO reference number (ARN)
- have original documents to support your claim.
Who cannot claim
You cannot claim a rebate on wine if any of the following apply:
- You are not an approved New Zealand participant.
- A producer rebate was previously paid on the wine.
- The wine is exported from Australia after the dealing that generated the rebate claim, and at the time of the claim you are aware the wine was exported, or you should have been aware the wine was exported.
- You want to claim less than $200 – We do not process claims for less than $200. You can combine smaller rebate claims, including amounts from different financial years, until your total claim is $200 or more.
- You want to claim the rebate for 2018 and later vintage wine (where more than 50% of the grapes used to make the wine were crushed from 1 January 2018), and
- you did not produce the wine
- you did not own source product that makes up at least 85% of the total volume of the wine throughout the wine-making process, or
- at the time of the assessable dealing, the wine did not meet the packaging and branding requirements.
- You have not provided documents to support your claim.
How to complete your application
You can you only lodge this application when you have an NZIR number and ATO reference number (ARN).
The Application for payment of WET rebate by an approved NZ participant (NAT 14199, PDF 340KB)This link will download a file is an electronic form. You can type your answers straight into the boxes provided.
Once completed, save or print by selecting the buttons at the end of the form.
Financial years of the dealings
A financial year for the purpose of a WET rebate claim means a period of 12 months beginning 1 July (the Australian financial year).
Your claim can relate to more than one financial year.
How to calculate your WET rebate claim
You must attach original documents that show how you worked out your claim.
You may choose to use our Calculation sheet or provide all the same details in a different format.
If you are claiming rebates for more than one financial year, you must complete a separate calculation sheet for each financial year.
Rebate claim
When you have completed your producer rebate calculation, transfer the total rebate claim amount to the total WET rebate claim label.
If you are claiming rebates for more than one financial year, you will need to show the total amount claimed at the total WET rebate claim label and the amounts claimed for each financial year that make up the total rebate claim.
Expenses unrelated to the production of wine in New Zealand included in the selling price of the wine
Expenses unrelated to the production of wine in New Zealand included in the selling price of the wine include costs associated with the importation of wine into Australia such as:
- costs of transport
- insurance
- agents’ fees
- Australian or New Zealand taxes, including customs duties.
Wine manufactured using wine from an Australian producer – 2017 and earlier vintage wine
Your producer rebate claim will be reduced if you use wine from an Australian producer who has already claimed a producer rebate. Reduce your claim by the amount of the producer’s earlier rebate.
Substantiating that WET has been paid on your wine
You will need to verify that the quantity and description of wine for which you are claiming a producer rebate has had WET paid on it. Do this by providing:
- Australian tax invoices showing that WET was included in the selling price of the wine
- a wholesaler’s statement in lieu of Australian tax invoices (a wholesaler’s statement is a statement from the Australian importer or distributor of your wine that states that the wine listed in the statement has had WET paid on it)
- relevant importation documents in lieu of Australian tax invoices and a wholesaler’s statement if WET was paid on the wine on entry to Australia, including a description of the wine and quantity imported.
Supporting documents
In addition to documents that show how you calculated your claim amount, you must provide the original documents relevant to your situation:
- Wine sold to an Australian importer
- Wine sold to a person in New Zealand who sells to an Australian importer
- Wine imported into Australia and sold in Australia
- Wine sold by an Australian distributor.
Wine sold to an Australian importer
If you sell wine to an Australian importer, attach the following original documents to your application:
- your New Zealand sales invoices
- New Zealand Customs export entries to show the wine is exported from New Zealand
- Australian Customs import entry numbers to show the wine is imported into Australia
- documents to show that WET has been charged or included in a dealing with wine, such as
- Australian tax invoices
- a wholesalers' statement
- an Australian Customs import entry or entry number if wine was taxed on importation.
Wine sold to a person in New Zealand who sells to an Australian importer
If you sell wine to a person in New Zealand who sells wine to an Australian importer, attach the following original documents to your application:
- your New Zealand sales invoices
- New Zealand sales invoices for sales of wine by the other entity to the Australian importer
- New Zealand Customs export entries to show the wine has been exported from New Zealand
- Australian Customs import entry numbers to show the wine has been imported to Australia
- documents to show that WET has been charged or included in a dealing with wine, such as
- Australian tax invoices
- a wholesalers' statement
- an Australian Customs import entry or entry number if the wine was taxed on importation.
Wine imported into Australia and sold in Australia by you
If you import wine into Australia and sell it in Australia, attach the following original documents to your application:
- New Zealand Customs export entries to show the wine has been exported from New Zealand
- Australian Customs import entry numbers to show the wine has been imported to Australia
- documents to show that WET has been charged or included in a dealing, including either
- Australian tax invoices
- an Australian Customs import entry or entry number if the wine was taxed at importation.
Wine sold by an Australian distributor
If you are claiming the rebate for wine sold by an Australian distributor, attach original documents to your application if the:
- distributor is not the importer
- distributor has paid WET on the wine
- wine was not subject to WET prior to the sale by the distributor.
You need to attach:
- New Zealand Customs export entries to show the wine is exported from New Zealand
- Australian Customs import entry numbers to show the wine is imported into Australia
- the distributor's purchase invoice
- documents to show that WET has been charged, including either
- the distributor's Australian tax invoices
- a wholesaler's statement from the distributor.
Record keeping
You must have records to support your rebate claim. Attach the original documents to your claim and keep copies of your completed application for your records. We will return your documents to you.
You must keep your records for at least five years (longer in some cases) in a form that we and NZIR can inspect.
Paying your claim
To receive your WET producer rebate, you may:
- nominate an Australian tax agent to accept the refund on your behalf (they must be accredited and listed on your records at the ATO)
- open an Australian bank account to receive a direct transfer.
If the above options are not suitable, contact New Zealand Inland Revenue.
If you owe tax in Australia
If you have any outstanding tax liabilities in Australia, we will deduct those liabilities from any claim to which you may otherwise be entitled.
Contacting NZIR
For more information about the producer rebate, or WET, you can:
- phone NZIR on 0800 377 774
- visit the New Zealand Inland Revenue website at ird.govt.nzExternal Link
- email NZIR at WET.rebate@ird.govt.nz
- write to NZIR at
WET REBATE
PO BOX 33150
TAKAPUNA 0740