Endorsement application packs

Introduction

This document contains the application packs you need to apply for endorsement as:

The packs can be downloaded using the links above. You can also order a paper copy by phoning us on 1300 130 248.

Before your organisation can apply for endorsement, it must have an Australian business number (ABN).

If you indicate on the ABN registration form that your organisation wants to be endorsed as either a TCC, ITEF or DGR, an endorsement application pack will be posted to your organisation.

If you decide to send us an application form downloaded from our website, do not also send us the application form posted to your organisation.

T ax concession charity or income tax exempt fund

Charities need to be endorsed by us:

to be exempt from income tax
to access charity tax concessions available under fringe benefits tax and goods and services tax (GST) laws.

Non-charitable funds that want to be income tax exempt funds must also be endorsed by us.

Organisations seeking endorsement as a tax concession charity (TCC) or income tax exempt fund (ITEF) need to use a TCC/ITEF endorsement application pack.

TCC/ITEF endorsement application pack

This pack contains:

an application form
instructions on how to complete it
the publication Income tax guide for non-profit organisations.

The pack will help you to work out whether your organisation is eligible to be endorsed and help you complete the application form correctly. This will reduce the need for us to contact you for more information.

Do not complete the application form until you have read the instructions and the guide to make sure, to the best of your knowledge, that your organisation is entitled to be endorsed and meets all the necessary requirements.

Failure to meet the requirements will result in your endorsement application being refused.

Application form (NAT 10651)

PDF (164kB)

Instructions (NAT 10652)

PDF version (301kB) HTML version

Income tax guide for non-profit organisations (NAT 7967)

PDF version (476kB) HTML version

We welcome feedback from our clients on our publications and services. If you would like to let us know how you felt about using this process, email us at npc-publications@ato.gov.au

D eductible gift recipient

Only certain organisations can receive tax deductible gifts. They are called deductible gift recipients (DGRs). All DGRs have to be endorsed by us, unless they are named specifically in the income tax law.

Organisations seeking DGR endorsement need to use a DGR endorsement application pack.

DGR endorsement application pack

This pack contains:

an application form
instructions on how to complete it
the publication GiftPack.

Do not complete the application form until you have read the instructions and the guide to make sure, to the best of your knowledge, that your organisation is entitled to be endorsed and meets all the necessary requirements for the DGR category you have selected.

Failure to meet the requirements will result in your endorsement application being refused.

Schedules

Depending on the DGR category you are seeking endorsement for, you may also need to complete a schedule to lodge with the application form. See the instructions for more information.

Application form (NAT 2948)

PDF (87kB)

Instructions (NAT 2949)

PDF version (256kB) HTML version

GiftPack (NAT 3132)

PDF version (668kB) HTML version

We welcome feedback from our clients on our publications and services. If you would like to let us know how you felt about using this process, email us at npc-publications@ato.gov.au

Last Modified: Thursday, 5 November 2009

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