Here's a list of the documents and information we usually need to process a private ruling request or objection about deductions you can claim for interest. If you provide supporting information this will reduce the time it takes us to process your request.
Note: Where the interest relates to a rental property, see Rental property deductions – supporting information.
If you want to apply for a private ruling about deductions you can claim for interest, you need to:
- complete and submit the relevant private ruling application form (for tax professionals or not for tax professionals)
- provide the supporting information listed below.
If you want to lodge an objection about deductions you can claim for interest, you need to:
- complete and submit the relevant objection form (for taxpayers or tax professionals)
- provide the supporting information listed below.
Note: Check first whether your question is answered on our website.
See also
Supporting information
Note: If you've previously provided us with any of the information listed below, you don't need to provide it again.
The information we need for a private ruling or objection about deductions you can claim for interest includes:
- a copy of the loan agreement/document. If there is no written agreement, provide a full description of the terms of the agreement
- a description of what the funds were used for
- documentation showing that you (or someone you nominated) received the money borrowed, and that you have made repayments.
- any other documents that will support the statements made in your application.
Next steps
- Private ruling application form
- Objection form – for taxpayers
- Objection form – for tax professionals