When you are asked …
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Response
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…if you want to lodge a refund of franking credits, an income tax return, or an ongoing baby bonus claim
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Press 2 on your phone keypad.
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…if you want to apply for a refund of franking credits
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Press 1 on your phone keypad.
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…for your tax file number
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Say each number individually - for example, 2, 3, 4, 5, 6, 7, 8, 9, 0. For 0, say 'zero' or 'nought'.
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…for your date of birth
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Say your date of birth - for example, '10 June 1942' or '10th of June 1942' or '10th of the 6th 1942'.
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…for your postal address postcode
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Say your four-digit postal address postcode - for example, '2, 3, 4, 5,'.
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…what year you want to lodge
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Say the income year - for example, '2005' (this would be for the period 1 July 2004 to 30 June 2005). On completing your lodgment for that year, you will be asked if you would like to lodge any other year you have not already lodged. If you do, answer by saying the year - for example, '2004' for the year 1 July 2003 to 30 June 2004.
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…for your daytime phone number
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Say your phone number including your area code - for example '02 1234 5678'
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…if you have changed any of your details since you last notified us - that is, residency, postal or residential address, or your financial institution account details
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Say either 'Yes' or 'No' depending on your circumstances, and follow the prompts.
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…if you have received any dividend distributions from a managed fund or Australian franking credits from a New Zealand company
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Say either 'Yes' or 'No' depending on your circumstances, and follow the prompts.
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…for your amounts at S, T and U - separately
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For each label, say the amount in whole dollars - for example, '173 dollars', or say '1, 7, 3,'. Please ignore cents. If you did not have any amounts, say 'zero', 'nil' or 'nought'.
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…for any TFN amounts withheld from dividends shown at V
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Say dollars and cents for this amount - for example, '87 dollars and 30 cents'. If you did not have any amounts withheld, say 'zero', 'nil' or 'nought'.
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…to confirm the total dividend amount
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If you agree, say 'Yes'. If the total is incorrect say 'No'. You will be able to correct the amounts at, and.
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…if you are ready to lodge your application
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Say either 'Yes' or 'No' depending on your circumstances. If you say 'Yes' the system will read out a recept number to confirm your lodgement. The receipt number will be up to 10 digits. Write it in the space provided at the bottom of the application. (You can have it repeated if you need to.)
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