When to use this form

You should complete this form if:

• you have acquired qualifying shares or rights under an employee share scheme
• you want to be assessed on the discount you received on your qualifying shares or rights in the same year you acquired them
• you have already lodged your tax return for the relevant income year without making an election to have the discount assessed upfront
• the request relates to the 2008-09 or earlier income years.

You can also use this form for qualifying stapled securities. When we say:

• shares - we also mean stapled securities
• rights - we also mean rights to acquire a stapled security.

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