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How to request that the ATO retain your refund

Use this questionnaire to request us to retain your refund for the purposes of verification in accordance with paragraph 8AAZLGA(1)(b) of the Taxation Administration Act 1953 (TAA 1953).

Last updated 14 November 2012

When to use this form?

Use this form if you want us to retain your refund for verification purposes under paragraph 8AAZLGA(1)(b) of the Taxation Administration Act 1953 (TAA 1953) and you are either:

  • lodging your activity statement
  • a full self-assessment taxpayer for income tax purposes (for example, a company or super fund) lodging your tax return.

You do not have to use this form, however we encourage you to use it as it will give us the information we need to process your request.

If you make your request after you have lodged your return, we may have already processed your return and issued your refund by the time we get your request. To make sure we can action your request quickly, we encourage you to phone us on 13 28 66 and we will help you complete the form.

How to complete this form

Answer all questions.

Print clearly.

Place 'X' in all relevant boxes.

To make your request in writing, send the completed form and any supporting information to:

Australian Taxation Office
PO Box 3524

You can download a copy of the Request to retain your refund (279KB)This link will download a file form in Portable Document Format (PDF).

For more information about how to complete it, phone us on 13 28 66.