Australian resident investor - Refund application for tax file number (TFN) amounts deducted

Use this application if you wish to claim a refund of amounts withheld by your investment body (for example your bank, building society, credit union, company in which you own shares or unit trust) because you didn't quote your tax file number (TFN). These amounts may have been withheld from interest, dividends or unit trust distributions paid to you by the investment body.

If you are not an Australian resident for tax purposes and TFN withholding tax has been deducted from your investment income, phone us for advice on 13 28 61.

Download the Refund application for tax file number amounts deducted (PDF, 180KB, NAT 1846).