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  • Withholding declaration – short version for seniors and pensioners

    You should complete this declaration if you want to:

    • claim your entitlement to the seniors and pensioners tax offset (SAPTO)
    • claim or stop claiming the tax-free threshold
    • advise your payer that you have become (or are no longer) an Australian resident for tax purposes.

    Give the completed form to your payer so your rate of withholding can be varied. Make sure you have already given them a Tax file number declaration (NAT 3092)

    The Withholding declaration – short version for seniors and pensioners (PDF, 308KB)This link will download a file (NAT 5072) form is a fillable PDF that can be completed online, saved and printed. If you prefer to complete by hand, print a blank copy of the form.

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    These instructions are current to 30 June 2020.

    You must lodge a new declaration if either:

    • you leave your current payer and start to receive payments from a new payer
    • your circumstances change.

    If you give the wrong information, you may have insufficient amounts withheld from payments made to you and this may result in a significant tax debt at the end of the financial year.

    Last modified: 03 Jul 2019QC 18292