• When to use this form


     

    You should complete this form if:

    • you have acquired qualifying shares or rights under an employee share scheme
    • you want to be assessed on the discount you received on your qualifying shares or rights in the same year you acquired them
    • you have already lodged your tax return for the relevant income year without making an election to have the discount assessed upfront
    • the request relates to the 2008-09 or earlier income years.
    Attention

    You can also use this form for qualifying stapled securities. When we say:

    • shares - we also mean stapled securities
    • rights - we also mean rights to acquire a stapled security.
    End of attention
    Last modified: 14 Sep 2016QC 22212