Casary
The facts below are what the maker publishes about Casary, checked and dated. Our editors have not written about it yet.
Plans and prices
From Casary's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Casary | — | NZ tax resident · property held in personal name · long-term residential rental income · Annual charge based on gross rental income; minimum charge waived during the first six months of launch. |
The facts
Each one read from Casary's own pages, with the date it was checked.
What it does
- Bank reconciliation
- Casary connects rental bank accounts and uses built-in AI to categorise and reconcile transactions.checked 12 Oct 2026
- Data feeds
- Casary says it securely synchronizes data from IRD, banks, and external data sources.checked 12 Oct 2026
- Ease of use
- Its step-by-step filing interface is designed for people who are not accountants.checked 12 Oct 2026
- Electronic filing
- Users can review prepared tax return forms and e-file them to IRD from within Casary.checked 12 Oct 2026
- Eligibility
- The initial rollout is for New Zealand tax residents who hold property personally and receive long-term residential rental income.checked 12 Oct 2026
- Filing extension
- Filing with Casary can extend the tax return and terminal tax payment due dates if certain conditions are met.checked 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.checked 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.checked 12 Oct 2026
- Purpose
- Casary is tax automation software for New Zealand property investors, designed to reduce compliance costs and automate property tax filing.checked 12 Oct 2026
- Rental income
- Yeschecked 22 Sep 2026
- Reports and assets
- It generates profit and loss reports and depreciation schedules for fixed assets.checked 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.checked 12 Oct 2026
- Tax calculations
- It calculates profit and loss and tax position, and prepares IR3 and IR3R forms with pre-populated numbers.checked 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.checked 12 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
Alternatives to Casary
- 1
WISO Steuer
Free planAndroidiOSWebLinux9.0From €35.99 a year - 2
TurboTax Canada
Free planAndroidiOSWebAPI9.0C$27 one-time - 3
EZTax
Free planAndroidiOSWebWindows8.9Free plan - 4
TaxDown
Free planAndroidiOSWeb8.8From €35 a year - 5
Taxfix
Free planAndroidiOSWebAPI8.7Free plan - 6
Quicko
Free planAndroidiOSWebAPI8.7From ₹4,999 a year