Casary
What Casary is
Casary is web-based tax automation software for New Zealand property investors. It is designed for New Zealand tax residents who hold property personally and receive long-term residential rental income. A guided filing interface is intended for people without accounting training. Casary connects rental bank accounts, uses built-in AI to categorise and reconcile transactions, and synchronizes information from IRD, banks, and external sources. It calculates profit and loss and a tax position, then prepares IR3 and IR3R forms with populated figures for review. Users can electronically file those forms to IRD from the service. Casary also creates profit and loss reports and depreciation schedules for fixed assets. Filing may extend tax-return and terminal-tax payment deadlines when stated conditions apply. Property tax specialists built the product, and the maker says it validates accuracy and compliance with New Zealand tax law. Paid add-on help includes return review or preparation and filing by in-house specialists. Pricing starts at 350 NZD per year.
Who it suits
Casary suits New Zealand tax residents with personally held, long-term residential rental properties. It is aimed at investors who want guided filing and automated transaction reconciliation.
What it does well
- Guided interface for non-accountants
- AI categorises and reconciles rental transactions
- Prepares IR3 and IR3R forms
- Electronic filing to IRD
- Generates depreciation schedules
What to know first
- No free plan
- Initial rollout excludes companies and trusts
- Short-term and commercial rentals are future targets
- Additional specialist services cost extra
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Casary | Annual charge based on gross rental income; minimum charge waived during the first six months of launch. · NZ tax resident · property held in personal name · long-term residential rental income | On request |
As casary.co.nz lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Casary brings bank reconciliation, tax calculations, reporting, and IRD filing into one web workflow. Its eligibility is narrowly defined, so users outside the initial New Zealand property-investor group may need to wait for broader rollout.
Facts from Casary's own pages
- Bank reconciliation
- Casary connects rental bank accounts and uses built-in AI to categorise and reconcile transactions. · casary.co.nz, 12 Oct 2026
- Data feeds
- Casary says it securely synchronizes data from IRD, banks, and external data sources. · casary.co.nz, 12 Oct 2026
- Ease of use
- Its step-by-step filing interface is designed for people who are not accountants. · casary.co.nz, 12 Oct 2026
- Electronic filing
- Users can review prepared tax return forms and e-file them to IRD from within Casary. · casary.co.nz, 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, 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, 12 Oct 2026
- Free plan
- No · casary.co.nz, 22 Sept 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, 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, 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, 12 Oct 2026
- Rental income
- Yes · casary.co.nz, 22 Sept 2026
- Reports and assets
- It generates profit and loss reports and depreciation schedules for fixed assets. · casary.co.nz, 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, 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, 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, 12 Oct 2026
Where Casary stands on Freedom251
- Tax Software#139 of 149
- Personal Tax Software#122 of 123