This page lists the documents and information we usually need to process a private ruling request or objection about a redundancy payment. If you provide supporting information this will reduce the time it takes us to process your request.
If you want to apply for a private ruling about the deductions you can claim for a redundancy payment, 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 redundancy payments, 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
The information we need for a private ruling about a redundancy payment includes:
- a description of the circumstances surrounding the termination of your employment and why you believe you have been made redundant
- the date you commenced this employment
- the title of the job or position you held and a description of the duties you performed – if they exist, provide a copy of your employment contract or a copy of the job description
- the date your employment was terminated
- details of the payments made to you, including
- who made the payments
- the dates they were paid
- the amounts paid
- a description of the payments made, including if any amount was paid in lieu of superannuation benefits
- details of the payments you were entitled to receive if you resigned voluntarily
- the date you would have ordinarily ceased employment under the terms and conditions of your employment
- details of any connection between you and your employer – for example, if you are a director of the employer company or related to a principal of the employer
- details of any agreement between you and your employer or between your employer and any other person or entity for future employment existing at the time your employment ceased
- details of the award or agreement containing the terms and conditions of your employment, if you were not employed under a contract
- a copy of your notice of termination of employment
- copies of any payment summaries
- copies of any other correspondence relating to the termination of your employment or your redundancy payment
- any other documents that would support the statements made in your application.
Note: If you've previously provided us with any of the information listed above, you don't need to provide it again.
Next steps:
- Private ruling application form
- Objection form – for taxpayers
- Objection form – for tax professionals