Redundancy payments – supporting information

How to lodge

To apply for a private ruling about the deductions you can claim for a redundancy payment:

• complete and submit a private ruling application form
• provide the supporting information listed below.

To lodge an objection about redundancy payments:

• complete and submit the relevant form
  • Objection form – for taxpayers
  • Objection form – for tax professionals
• provide the supporting information listed below.

Check first whether your question is answered in Redundancy and early retirement.

Supporting information

Providing this information up front will reduce delays.

If you've previously given us any of the information listed below, you don't need to resend it.

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.