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Employment Settlements NZ

A personal grievance settlement is usually written as one number, and the number is what people focus on. What decides how much of it you keep is something else entirely: how that total is split between two very different kinds of payment.

Compensation for lost wages is taxed, because it stands in place of wages that would have been taxed. Compensation for humiliation, loss of dignity and injury to feelings is not, because Inland Revenue treats it as reparation for a wrong rather than payment for work. On a middling settlement the difference between getting that split right and getting it wrong runs to thousands of dollars.

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The three things to remember

Lost wages are taxable. Payments under s123(1)(c)(i) for humiliation, loss of dignity and injury to feelings are not. And the split has to be genuine, not a label applied afterwards.

Labelling is not the same as allocating

You cannot take a settlement that is really compensation for lost income, call all of it humiliation, and avoid tax on the lot. Inland Revenue looks at what the payment is genuinely for, and a record of settlement that does not reflect reality is evidence against you rather than protection. The allocation has to be defensible on the facts of your grievance: how long you were out of work, what actually happened, and what harm followed.

Why the two are treated differently

Income tax attaches to income, which broadly means something that flows from your work. Wages are the clearest example, and compensation replacing lost wages inherits that character.

A payment for humiliation is different in kind. Inland Revenue's ruling reasoning is that such payments are reparation for a wrong done, not remuneration for services. They are not paid regularly, they do not recur, and they are not sufficiently connected to earning income. So they fall outside gross income under ordinary concepts, and outside the tax net.

What a grievance can award

Head of remedy Taxed?
Reimbursement of lost wages or other remuneration Yes
Compensation for humiliation, loss of dignity, injury to feelings, s123(1)(c)(i) No
Compensation for loss of a benefit you would have received Depends on the benefit
Reimbursement of legal costs Generally not income to you
Notice paid out, holiday pay, final pay Yes, ordinary employment income

What the split is worth

Take a settlement of $30,000 and a person on a 33% marginal rate.

All $30,000.00 allocated to lost wages: tax of $9,900.00, leaving $20,100.00.
Split as $10,000.00 lost wages and $20,000.00 under s123(1)(c)(i): tax of $3,300.00, leaving $26,700.00.
The same headline settlement, $6,600.00 apart in the hand.

That is why the allocation is negotiated rather than assumed, and why agreeing a total without agreeing the split leaves money on the table. It also explains why an employer may resist: the lost wages portion carries PAYE obligations for them, so the split is not costless on their side either.

The employer must still deduct PAYE

On the taxable portion the employer deducts PAYE in the ordinary way, so what lands in your account is already net. Check the record of settlement says whether the figures are gross or net, because a settlement expressed in gross terms and understood in net terms is a common and painful misunderstanding.

The record of settlement

Most grievances settle rather than being decided. The document that records it is where all of this becomes real, and it is worth reading slowly.

The split, itemised. Each head of payment separately, with its own figure.
Gross or net. Stated plainly for every figure.
When it is paid. A date, not a period.
Confidentiality and non-disparagement. Note who they bind and what they cost you.
An agreed reference, attached rather than promised.
Signed and certified by a mediator, it is generally full and final.

That last point matters more than anything else on this page. Once certified, a record of settlement is binding and very difficult to reopen. You cannot come back later for something you forgot, and you cannot raise the same grievance again. Take advice before signing, not after.

What a grievance is worth in practice

There is no tariff, and anyone quoting you a figure without knowing the facts is guessing. What drives the number is how badly the employer's process failed, how much you lost financially, how long you were out of work, and how much of the harm you can evidence. Compensation for humiliation in particular turns on evidence of actual effect, so medical records, counselling notes and a contemporaneous diary matter.

What also drives it is time. Both sides are paying for representation, and both are usually better off settling than running a hearing. That is why most grievances resolve at mediation, which is free through Employment New Zealand.

Timeframes that end your claim

A personal grievance must generally be raised with the employer within 90 days of the action complained of, or of when you became aware of it. For sexual harassment the period is longer. Miss the deadline and you need the employer's consent or the Authority's leave, and neither is guaranteed.

Ninety days goes quickly

People commonly spend the first month deciding whether to make a fuss, another month hoping it resolves itself, and then discover the window is nearly closed. Raising a grievance is not the same as suing anyone: it can be a letter. Raise it in time and decide later whether to pursue it, rather than the reverse.

Before you sign anything

Get the split itemised and make sure it reflects what actually happened.
Confirm gross or net for each figure in writing.
Check the reference is attached in its final wording.
Understand what you are giving up, because full and final means exactly that.
Free mediation is available, and unions and Community Law help at no cost.

To sanity check the money side, the personal grievance compensation calculator models the components, and the lump sum tax calculator shows the tax on a taxable payment. Neither replaces advice on whether the split you have been offered is defensible.

What this guide does not cover

Redundancy compensation, notice periods and final pay each have their own rules. Discrimination and harassment claims can also run through the Human Rights Commission, which has different remedies and timeframes. Contractors are not employees and generally cannot raise a personal grievance at all. This is general information rather than legal or tax advice, and the allocation between taxable and non-taxable heads is exactly the point on which advice earns its fee.

Related guides and tools

Test Your Knowledge

Ten questions on settlements and what you keep.

1. Is compensation for lost wages taxable?
No, all settlement money is tax free
Only the amount above $10,000 is taxed
Yes, it replaces wages that would have been taxed
Only where the employer admits fault
2. How is a payment under s123(1)(c)(i) treated for tax?
Taxed at the employee's marginal rate
Taxed at a flat rate of 33 percent
Taxed only if it exceeds the wages part
Not taxed, being reparation rather than remuneration
3. Can a settlement be labelled entirely as humiliation to avoid tax?
No, the allocation must be genuine on the facts
Yes, the label in the document decides it
Yes, if the mediator certifies the document
Yes, provided the employer agrees to it
4. A $30,000 settlement all allocated to lost wages, at a 33% rate. What is kept?
$26,700.00
$30,000.00
$20,100.00
$9,900.00
5. Split as $10,000 wages and $20,000 humiliation, what is kept?
$26,700.00
$20,100.00
$23,400.00
$30,000.00
6. Within what period must a personal grievance generally be raised?
30 days
60 days
12 months
90 days
7. Who deducts the tax on the taxable portion?
The employee, at the end of the year
The mediator, before releasing funds
Nobody, it is paid gross
The employer, as PAYE in the ordinary way
8. What does a certified record of settlement mean?
It is binding and very difficult to reopen
It can be reopened within 30 days
It only binds the employer
It lapses if payment is late
9. What most supports a claim for humiliation compensation?
The size of the employer
Evidence of actual effect, such as medical or counselling records
Length of service alone
The employee's salary level
10. Can a contractor raise a personal grievance?
Yes, on the same basis as an employee
Generally no, since grievances are for employees
Yes, but only for unpaid invoices
Yes, after 12 months of engagement

Sources: Inland Revenue public rulings BR Pub 06/05 on the assessability of payments under the Employment Relations Act for humiliation, loss of dignity and injury to feelings, and BR Pub 06/06 on awards for lost wages, together with the Employment Relations Act 2000 and Employment New Zealand guidance on personal grievances and mediation. This is general information rather than legal or tax advice.