ato logo
Search Suggestion:

Redundancy payments – supporting information

List of the documents and information we usually need to process a private ruling request or objection about redundancy payments.

Last updated 19 December 2017

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:

QC19014