How to lodge
To apply for a private ruling about an employment termination payment:
- complete and submit a private ruling application form
- provide the supporting information listed below.
To lodge an objection about an employment termination payment:
- complete and submit the relevant form
- provide the supporting information listed below.
Check first whether your question is answered in Taxation of termination payments or Termination payments – for employees.
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 or objection about an employment termination payment includes:
- your occupation
- the date you commenced employment
- a copy of your employment contract or details of the award or agreement containing the terms and conditions of your employment
- the date your employment was terminated and the reason for termination
- a chronology of events leading up to the termination of your employment
- the date and amount of the payment
- who made the payment
- a copy of your notice of termination of employment, resignation letter or separation certificate
- a copy of the statement of claim lodged with the court or industrial relations commission in respect of the termination of employment
- a copy of the deed of settlement
- copies of any payment summaries or Income statements
- copies of any other correspondence between all parties involved in relation to the termination of employment
- any other documents that will support the statements made in your application.