• Advice for 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

    Check that you satisfy all the requirements before trying to lodge this application by telephone.

    Stop

    Does the ATO have your current name, postal address, residential address, or your EFT details? If you have changed any of these details or are unsure what details you last provided to the ATO, you will need to contact the ATO on 13  28  61 - press 4 then 4- before lodging by telephone.

    • You will need to complete a 2003 application for refund of imputation/franking credits for individuals before you phone. The instructions in Completing your application and the worksheet will help you to complete your application.
    • Phone the telephone lodgement service on 13 28 65-press 2 for lodgement and then press 1 for refund of imputation/franking credits.
    • Follow the spoken prompts, which are based on your completed application.
    • Answer each question by talking into the telephone.
    • If you need help with a question, say Help.
    • If you need a question to be repeated, say Repeat.
    • If you hear a message saying I cannot understand you when you answer, the system will prompt you to try again. Wait for the prompt to finish, then speak clearly when answering.
    • At the end of the call you will be given a receipt number to confirm that your application has been lodged. Write the number in the boxes provided on page 2 of your claim, above the box for your signature.
    • Your call will be recorded in case it needs to be referred to later.

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

    Telephone lodgement-What are the benefits?

    • A quicker refund
    • Can be done from anywhere in Australia for the cost of a local call

    What to do when lodging by telephone

    When you are asked…

    Response

    …if you want to claim a refund of imputation credits, lodge an income tax return or make an ongoing baby bonus claim

    Simply press 2 on your telephone keypad.

    … if you want to apply for a refund of imputation credits

    Simply press 1 on your telephone keypad.

    … for your tax file number

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

    … for your date of birth

    Say your date of birth - for example, 10 June 1942, or 10th of June 1942 or 10th of the 6th 1942.

    … for your postal address postcode

    Say your 4-digit postal address postcode - for example 2, 3, 4, 5.

    … what year you want to lodge

    Say the income year, for example 2002 (this would be for the period 1 July 2001 to 30 June 2002). On completing your lodgement 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 2003.

    … for your daytime contact telephone number

    Say your telephone number including the area code, for example 02 1234 5678.

    … if you changed any of your details since you last notified the ATO - that is residency, your postal address or residential address, or your EFT bank details.

    Say either Yes or No depending on your circumstances and follow the prompts.

    … if you have received any dividend distributions from a managed fund.

    Say either Yes or No depending on your circumstances and follow the prompts.

    … for your amounts at S, T and U - separately

    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.

    For any TFN amounts withheld from dividends shown at V

    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.

    … to confirm the total dividend amount

    If you agree, say Yes. If the total is incorrect say No - you will be able to correct the amounts at labels S, T and U.

    … if you are ready to lodge your application

    Say either Yes or No depending on your circumstances. If you say Yes you will be read out a receipt number to confirm your lodgement. Your receipt number will be up to 10 digits. Write it in the space provided at bottom of the application. (Don't worry, you can have it repeated if you need to).

    At the end of the call you will hear a message saying you have lodged your application successfully.

    If you hang up before obtaining a receipt number, you will need to call back and start the telephone lodgement 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 the  4.

    Note

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

    Last modified: 22 Jun 2004QC 16834