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On the recordRead 12 Oct 202615 facts
Casary
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Casary
Priced on request
NZ tax resident · property held in personal name · long-term residential rental income
Read 12 Oct 2026 · casary.co.nz
On the record
- Bank reconciliation
- Casary connects rental bank accounts and uses built-in AI to categorise and reconcile transactions.casary.co.nz · read 12 Oct 2026
- Data feeds
- Casary says it securely synchronizes data from IRD, banks, and external data sources.casary.co.nz · read 12 Oct 2026
- Ease of use
- Its step-by-step filing interface is designed for people who are not accountants.casary.co.nz · read 12 Oct 2026
- Electronic filing
- Users can review prepared tax return forms and e-file them to IRD from within Casary.casary.co.nz · read 12 Oct 2026
- Eligibility
- The initial rollout is for New Zealand tax residents who hold property personally and receive long-term residential rental income.casary.co.nz · read 12 Oct 2026
- Filing extension
- Filing with Casary can extend the tax return and terminal tax payment due dates if certain conditions are met.casary.co.nz · read 12 Oct 2026
- Notable limits
- Offshore individuals, New Zealand companies and trusts, short-term residential income, and commercial rental income are described as future rollout targets.casary.co.nz · read 12 Oct 2026
- Origin
- Casary was first built as an internal tool for NZ International Tax and Property Advisors and is being released to external users.casary.co.nz · read 12 Oct 2026
- Purpose
- Casary is tax automation software for New Zealand property investors, designed to reduce compliance costs and automate property tax filing.casary.co.nz · read 12 Oct 2026
- Rental income
- Yescasary.co.nz · read 22 Sep 2026
- Reports and assets
- It generates profit and loss reports and depreciation schedules for fixed assets.casary.co.nz · read 12 Oct 2026
- Support
- Additional-fee services include return review before IRD lodgement and having Casary’s in-house property tax specialists prepare and file a return.casary.co.nz · read 12 Oct 2026
- Tax calculations
- It calculates profit and loss and tax position, and prepares IR3 and IR3R forms with pre-populated numbers.casary.co.nz · read 12 Oct 2026
- Tax compliance
- The maker says property tax specialists built Casary and that it tests and validates the software for accuracy and compliance with New Zealand tax law.casary.co.nz · read 12 Oct 2026
