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 1, 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 nineteen forty two', 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 each number individually - for example, 2, 3, 4, 5. For 0, say 'Zero' or 'Nought'.
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… what financial year would you like to lodge
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Say the year - for example, '2008' (this would be for the period 1 July 2007 to 30 June 2008). On completing your lodgment for that year, you will be asked if you want to lodge another application for any other year.
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… for your daytime phone number
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Say your phone number as individual numbers including your area code - for example, '07 1, 2, 3, 4, 5, 6, 7, 8' (do not say double or triple numbers).
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… if you have changed any of your details since you last notified us - that is, residency, postal or residential address
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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.
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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, 'one hundred and seventy-three dollars', or say '1, 7, 3'. Do not provide cents. If you did not have any amounts, say 'zero', 'nil' or 'nought' when asked for an amount.
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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, 'eighty-seven dollars and thirty 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 then be able to check and adjust the amounts at S, T and U if required.
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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 receipt number to confirm your successful lodgment. 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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