Instructions on how to apply for a refund of imputation credits - 1 July 2002 to 30 June 2003

A PDF version of this document is available.

Use this application form for a refund of imputation credits if:

• your organisation is an endorsed income tax exempt charity (ITEC) or deductible gift recipient (DGR)
• your organisation received a franked dividends which was paid on or between 1 July 2002 and 30 June 2003
• your organisation received distributions from a trust attributable to the period 1 July 2002 to 30 June 2003.

If you need help in filling out the application form please phone 1300 130 248

If the franked dividends paid relate to an earlier year you will require a different application form. Please phone 1300 130 248

Please send the completed application form to:

Non-Profit Centre
Commissioner of Taxation
PO Box 1003
HOBART  TAS  7001

How to complete the Application for refund of imputation credits 1 July 2002 to 30 June 2003

What is the purpose of the Application for refund of imputation credits?

This application form enables endorsed ITECs and DGRs to apply for a refund of imputation credits attached to:

• franked dividends paid on or between 1 July 2002 and 30 June 2003, and/or
• franked dividends paid on or after 1 July 2002 included in distributions made from a trust's net income for its 2003 income year.

Each ITEC and DGR entitled to a refund of imputation credits must lodge a separate application form.

Your organisation's details

Note: The Tax Office may have already pre-printed some of your organisation's details. Please notify us in writing if any of these details are incorrect.

Name of organisation

If the organisation's name has changed, please send written advice of the change to:

The Australian Taxation Office
PO Box 9990
SYDNEY  NSW  2001

Postal address

Please ensure the postal address provided is your organisation's address for service of notices. If the address is incorrect, please provide the correct address for service of notices in the space provided.

Completing the franked dividend, trust distribution and imputation credit details

Your organisation will need dividend statements or statements from fund managers or trustees to complete this section.

You will need to show:

• at label A, the total of franked amounts from your organisation's dividend statements and the total distribution amounts from your organisation's distribution statements from a trust or managed fund.
• at label B, the total of imputation credits from your organisation's dividend statements and distribution statements from a trust or managed fund.

Do not show cents.

Declaration

Hours taken to prepare and complete this application

We are committed to reducing the costs for the community in complying with tax obligations. Your response to this question helps us to monitor these costs as closely as possible. The response is voluntary.

Authorised person

The declaration must be signed by one of the following people or a person authorised by them:

• the trustee of the trust
• an office holder of the association or organisation
• a director of the company
• the company secretary, or
• the public officer of the company.

Where to lodge the application form

Please send the completed application form to the following address on or after 1 July 2003.

Non Profit Centre
Commissioner of Taxation
PO Box 1003
HOBART  TAS  7001

Only original applications will be accepted.

This form cannot be lodged using the electronic lodgment service.

The Tax Office will process your organisation's application form within 28 days provided it has been completed correctly and sent to the above address. If you send the application to any other address, the refund may be delayed.

Refunds

Some charities will receive their refunds by electronic funds transfer (EFT). Others will get their refund in the form of a cheque.

If you wish to enquire about the progress of your organisation's refund, please phone 1300 130 248.

What to read and do next: Information sheet 2003 - Refunding imputation credits to income tax exempt charities and/or deductible gift recipients Application for refund of imputation credits - Endorsed income tax exempt charities and deductible gift recipients - 1 July 2002 to 30 June 2003