Non-Profit News Service No. 0287 - Refund of franking credits mail out

On 17 June 2010, the ATO wrote to endorsed income tax exempt entities and deductible gift recipients that received a refund of franking credits in the prior year.

The purpose of the mail out was to provide these organisations with the necessary information and forms to claim a refund of franking credits from dividends received in the 2009-10 income year.

The mail out included:

• a fact sheet that helps organisations work out if they are eligible to claim a refund for the 2009-10 year (NAT 6716)
• an application form for the income year 1 July 2009 to 30 June 2010 (NAT 4131), and
• instructions on how to complete the form (NAT 6715).

The fact sheet, instructions and a sample copy of the application form are available on our website.

If your organisation is eligible to claim a refund and it did not receive an application package, you can order a package by phoning the ATO on 1300 130 248. Replacement forms are also available by phoning the ATO.

For information about the Non-Profit News Service, including how to subscribe and links to previous articles, see About the Non-Profit News Service. We encourage your feedback and suggestions for future topics to be covered by the news service. You can do this by: emailing npc-publications@ato.gov.au phoning 1300 130 248.