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Applying annual private apportionment

How to apply annual private apportionment on your activity statement.

Last updated 31 October 2022

Overview

If eligible to use annual private apportionment at any time, you can do so at any time. You can start at the beginning of the next tax period for which an activity statement is due.

You don't need to notify us if you choose to use annual private apportionment, however you must keep records that include both of the following:

  • the date you chose annual private apportionment
  • the date it took effect.

Example: Date of effect of annual private apportionment

Daniella reports and pays GST monthly, and her November activity statement is due on 21 December.

If Daniella decides at any time between 22 November and 21 December that she wants to use annual private apportionment, the date of effect is 1 November.

End of example

Contact us

If you want your apportionment to take effect from the start of another tax period, you need to request our permission.

You can contact us using Online services for business or Online services for agents and following these steps:

  1. Select the Communication tab and then either Secure mail or Practice mail.
  2. Select New.
  3. In the Topic field, select View more topics from the drop-down list.
  4. In the Other topics list, select GST.
  5. Select the subject Other Sales, Purchases or Tax invoice enquiry from the drop-down list.
  6. Complete all the required details and click submit.

Your registered agent can also apply on your behalf using Online services for agents.

Alternatively, you can write to us at:

  • Australian Taxation Office
    PO Box 3524
    ALBURY  NSW  2640
  • Fax: 1300 139 031

Make sure you include the following details:

  • the name of your business
  • your Australian business number (ABN)
  • the date you would like your apportionment to take effect (the date of effect must be the first day of one of your tax periods)
  • a brief reason for your request
  • you must sign your request.

If your request is approved, your previous activity statements may need to be revised.

If your request is disallowed and you are not satisfied with this decision, you can ask us to review it.

QC17872