Education tax refund instructions and claim 2008-09
The publications can be downloaded in Portable Document Format (PDF):
An automated self-help publications ordering service is available 24 hours a day, every day where you know the title of the publication.
These publication can be obtained by phoning the Publications Distribution Service on 1300 720 092. You can speak to an operator between 8.00am and 6.00pm Monday to Friday.
Before you phone, check whether there are other publications you may need - this will save you time and help us. For each publication you order, please quote the full title.
This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.
End of attention
You can claim the Education Tax Refund (ETR) only if you meet one of the following conditions:
End of danger
- you or your partner received family tax benefit (FTB) Part A for a child at school
- a child was not your 'FTB child' because certain payments were paid for the child
- you would have met condition 1 or 2 if your child had not stopped school and earned too much income, or
- you were an independent student at school.
The words printed in bold are explained in Explanation of terms.
You may be eligible for the ETR if you, or your partner, incurred education expenses between 1 July 2008 and 30 June 2009 for the primary or secondary school studies (at school, home or TAFE) of:
- a child, or
- yourself, if you were an independent student under 25 years old.
For you to be eligible to claim the ETR for an expense for a student, the expense must be an eligible education expense, and when the expense was incurred:
Do you need to lodge an individual tax return for 2008-09?
Yes - Claim the ETR on your Tax return for individuals 2009 (NAT 2541).
No - Read below.
Do you want to claim the ETR?
No - You don't need to read this publication.
Yes -Download the ETR claim form.
Last modified: 03 Jul 2009QC 21870