Completing your application

Item 1

Your tax file number (TFN)

If you already have a TFN, write it on page 1 of your application. If you are not sure of your TFN or need to apply for one, ring the ATO on 13 28 61-press 3 then 1.

Note

You will not be able to get your TFN over the telephone. It will be posted to you.

Item 2

Are you an Australian resident for tax purposes?

You must be an Australian resident for tax purposes for the whole period 1 July 2001 to 30 June 2002 to apply for a refund of imputation credits.

The standards the ATO uses to determine your residency status are not the same as those used by the Department of Immigration and Multicultural and Indigenous Affairs. Generally, the ATO considers you to be an Australian resident for tax purposes if you have always lived in Australia or you have come to Australia to live permanently.

If you need help in deciding whether or not you are an Australian resident for tax purposes, ring the ATO on 13 28 61-press 4 then 2.

Items 3-9

Personal details

Please complete all these items on page 1 of your application accurately to avoid delays in processing.

For telephone lodgment:

If your personal details have changed or you are unsure about any of them, you will have to contact the ATO on 13 28 61-press 4 then 2 to update or check these details to be able to lodge by telephone.

Item 10

Do you want your refund paid directly into your financial institution account?

By using electronic funds transfer (EFT), the ATO can deposit your refund directly into the bank, credit union or building society account of your choice.

EFT gives you quicker access to your money. Some accounts do not accept EFT payments. If you are unsure, check with your financial institution.

If you would like to use EFT, print X in the YES box on page 2 of your application at the question Do you want your refund paid directly into your financial institution account?

Write the following information on your application:

• the bank state branch (BSB) number. This is a 6-digit number that identifies the financial institution. The BSB number can be found on your account statement or cheque.
• your account number as shown on account records. Your account statement, cheque book or other document from your financial institution will show this information.
• your account name-also called account title-as shown on your account records. Quote the account name as it is shown on your account records. Include a space between each word and between any initials in your account name.

Note

If you printed X in the NO box, a cheque will be sent to your postal address.

For telephone lodgment:

If you have changed your electronic funds transfer details or you are unsure about them, you will have to contact the ATO on 13 28 61-press 4 then 2 to check these details. You will not be able to lodge by telephone if you want to change or update these details.

Item 11

Dividends

Your dividend or distribution statement should show:

• the amount of unfranked and franked dividends you received
• the amount of imputation credits
• the amount of TFN amounts withheld or deducted. *

To help you calculate the amounts to show at item 11 we have provided a worksheet on the next page. If you are unsure how to fill in your worksheet, the example on page 5 will help you.

You do not need to send in this worksheet with your application. It is provided to help you work out the figures for item 11.

*Only applies if you have not provided your TFN.

Step 1

Collect all the statements for dividends you received or distributions you were entitled to for the period 1 July 2001 to 30 June 2002. Using steps 2 to 7 transfer the information from each statement to the appropriate columns in the worksheet below.