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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.

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 10^th of June 1942 or 10^th of the 6^th 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).