• How to apply for a refund of franking credits 1 July 2003 to 30 June 2004

    A PDF version of these instructions is also available.

    Use this application form for a refund of franking credits if:

    • your organisation is an endorsed income tax exempt charity (ITEC) or deductible gift recipient (DGR)
    • your organisation received a franked dividends which was paid on or between 1 July 2003 and 30 June 2004
    • your organisation received distributions from a trust attributable to the period 1 July 2003 to 30 June 2004.

    Danger icon

    If the franked dividends paid relate to an earlier year you will require a different application form. Please phone 1300 130 248.

    Attention icon

    Please send the completed application form to:

    Non Profit Centre
    Australian Taxation Office
    PO Box 1130
    PENRITH  NSW  2740

    Direction icon

    If you need help in filling out the application form please phone 1300 130 248.

    How to complete the application for refund of franking credits 1 July 2003 to 30 June 2004

    Attention

    Warning:

    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

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    What is the purpose of the application for refund of franking credits?

    This application form enables endorsed ITECs and DGRs to apply for a refund of franking credits attached to:

    • franked dividends paid on or between 1 July 2003 and 30 June 2004, and/or
    • franked dividends paid on or after 1 July 2003 included in distributions made from a trust's net income for its 2004 income year.

    Each ITEC and DGR entitled to a refund of franking credits must lodge a separate application form.

    Your organisation's details

    Attention

    The Tax Office may have already pre-printed some of your organisation's details. Please notify us in writing if any of these details are incorrect.

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    Name of organisation

    If the organisation's name has changed, please send written advice of the change to:

    The Australian Taxation Office
    PO Box 9990
    SYDNEY  NSW  2001

    Postal address

    Please ensure the postal address provided is your organisation's address for service of notices. If the address is incorrect, please provide the correct address for service of notices in the space provided.

    Completing the franked dividend, trust distribution and franking credit details

    Your organisation will need distribution statements or statements from fund managers or trustees to complete this section.

    You will need to show:

    • at label A, the total of franked amounts from your organisation's distribution statements (including those received from a New Zealand company if you are claiming the Australian franking credit) and the total distribution amounts from your organisation's distribution statements from a trust or managed fund
    • at label B, the total of franking credits from your organisation's dividend statements (including Australian franking credits received from a New Zealand company) and distribution statements from a trust or managed fund. Do not include any New Zealand franking credits.

    Do not show cents.

    Declaration

    Hours taken to prepare and complete this application

    We are committed to reducing the costs for the community in complying with tax obligations. Your response to this question helps us to monitor these costs as closely as possible. The response is voluntary.

    Authorised person

    The declaration must be signed by one of the following people or a person authorised by them:

    • the trustee of the trust
    • an office holder of the association or organisation
    • a director of the company
    • the company secretary, or
    • the public officer of the company.

    Where to lodge the application form

    Please send the completed application form to the following address on or after 1 July 2004.

    Australian Taxation Office
    PO Box 1130
    PENRITH  NSW  2740

    Only original applications will be accepted.

    This form cannot be lodged using the electronic lodgement service.

    The Tax Office will process your organisation's application form within 28 days provided it has been completed correctly and sent to the above address. If you send the application to any other address, the refund may be delayed.

    Refunds

    Some charities will receive their refunds by electronic funds transfer (EFT). Others will get their refund in the form of a cheque.

    If you wish to enquire about the progress of your organisation's refund, please phone 1300 130 248.

    Attention

    An example showing how to complete labels A and B is included on the back of the application form.

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    Last modified: 07 Sep 2005QC 18265