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Log of status reviews/Record of key information - GiftPack

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Note: This document forms part of our publication GiftPack.

Log of status reviews

We recommend you use this log each time you self-review your organisation’s DGR status.

Worksheets have been provided to assist you with these reviews:

Organisations endorsed as a DGR as a whole should refer to worksheet 1.

Organisations endorsed as a DGR for the operation of a fund, authority or institution it owns or includes should refer to worksheet 2. If your organisation is endorsed for several funds, authorities or institutions do not write on this log – keep it as a template to make copies for each.

Period reviewed

DGR status confirmed (yes/no*)

Person conducting review

Position held

Signature

Date

Start date

End date

             
             
             
             
             
             
             

* If your organisation is no longer a DGR, have you notified the Tax Office? See Self review.

Record of key information

Record your organisation’s key information in the table below:

Name of organisation

 

Australian business number (ABN)

 

Tax file number (TFN)

 

Public officer

 

Authorised contact person

 

Endorsement details:

Name of fund, authority or institution

 

Type of endorsement

Item no.

 
 

Description

 

Date of endorsement

 

Last Modified: Monday, 31 July 2006

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