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  • Lodging by telephone

    Attention

    Warning:

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

    End of attention

    Telephone lodgment-What are the benefits?

    • A quicker refund
    • Cost of a local call from anywhere in Australia
    • Only 3-5 minutes to lodge by telephone in most cases
    • No pushing buttons-just speak

    When on the telephone follow the spoken prompts based on your completed application. Your call will be recorded in case it needs to be referred to later.

    Important

    If you have received a distribution statement from a managed fund or you are also lodging a baby bonus claim with this application, you will not be able to lodge by telephone.

    3 easy steps to lodge your application by telephone

    1. Check that you satisfy all the conditions on the inside front cover before using this application.

    Some taxpayers cannot lodge this application by telephone because their tax situation or personal details have changed. Read Can you use this application? to make sure you are able to use this application and check below to see if you can lodge by telephone.

    1. Read the instructions in Completing your application and use the worksheet to complete your application.

    Important

    If you have changed or you are unsure whether you have changed your name, your postal address, your residential address or any of your other details, you will need to contact the ATO on 13 28 61-press 4 then 2 before lodging by telephone.

    1. Call the telephone lodgment service on 13 28 65-press 2 and lodge your application.

    The following advice will help you to lodge by telephone:

    • Have your complete application in front of you when you call.
    • Answer each question by talking into the telephone. If you need help with a question, say Help.
    • If you hear a message saying I cannot understand you when you answer, the system will prompt you to try again.
    • At the end of the call you will be given a receipt number to confirm that your application has been lodged.
     

    Note

    Keep your application and related documents-do not send these to the ATO.

    Questions you will be asked

    Response

    If you want to lodge a refund of imputation credits application

    Simply press 2 on your telephone keypad.

    Your tax file number

    Say each number individually-for example, 2, 3, 4, 5, 6, 7, 8, 9, 0.

    The year you would like to lodge, you can still lodge an application for 2001 or for this year (2002), or both

    Say the year. After lodging the first year you will be asked if you would like to lodge another year.

    If you changed any part of your name, your postal address or your residential address since last notifying the ATO

    Say either Yes or No depending on your circumstances.

    Your postal address postcode

    Say your 4-digit postal address postcode.

    Your date of birth

    Say your date of birth-for example, 10 June 1942.

    Your daytime telephone number

    Say your telephone number including your area code.

    If you have changed your spouse details since last notifying the ATO

    Say Yes or No. If you have changed your spouse details, you will be asked to spell your spouse's name. Do not say your spouse's name, spell the name, letter by letter-for example, S, M, I, T, H.

    If you want to receive your refund by electronic funds transfer

    Say Yes or No. Please note: If you want to update or change your electronic funds transfer details, you will not be able to lodge by telephone. The system will ask you if you want to receive a refund cheque instead of an electronic funds transfer.

    Your amounts at S, T and U and to confirm the total dividend amount

    Say the amount in whole dollars-for example, 211 dollars. Please ignore cents.

    For any TFN amounts withheld from dividends shown at V

    Say dollars and cents for this amount.

    At the end of the call you will hear a message saying you have lodged your application successfully. Your receipt number will be up to 10 digits. Please make sure you write it down in the space provided at the bottom of the application. If you hang up before obtaining a receipt number, you will need to call back and start the telephone lodgment process again.

    If you would like to provide feedback about your experience with the service or have any problems with lodging by telephone, ring 13 28 61-press 4 then 2.

    Note

    If you have obtained a receipt number, do not post the application to the ATO.

    Last modified: 13 Feb 2019QC 27397