Question 1 Your tax file number (TFN)
Write your TFN in your application. If you are not sure of your TFN or need to apply for one, see Apply for a TFN.
Question 2 Were you an Australian resident for the whole period 1 July 2023 to 30 June 2024?
You must be an Australian resident for tax purposes for the whole period 1 July 2023 to 30 June 2024 to apply for a refund of franking credits.
We work out your residency using our rules rather than those used by the Department of Home Affairs. Generally, if you have always lived in Australia or you have come to Australia to live permanently, you are a resident for tax purposes.
To work out your residency status for tax purposes, use our ‘Are you a resident?’ decision tool at Work out your tax residencyThis link opens in a new window.
Questions 3 to 8 Personal details
Complete these questions accurately to avoid delays in the processing of your application.
Lodging by phone
We need your current name and address on our records before you lodge your application by phone. If anything has changed or you are unsure what details you last gave us, you may need to update your name and contact details before you lodge.
Lodging by mail
If you will be lodging your application form by mail, we need to have your current name on our records. If your name has changed or you are unsure what name you last gave us, you may need to update your name before you lodge.
Question 9 Electronic funds transfer (EFT)
To receive a direct refund, complete your account details even if you have provided them to us before. We can accept joint accounts details where the account is held in your legal name.
Complete the following:
- BSB number (this number has 6 digits, don't include spaces or hyphens)
- account number (this number has no more than 9 digits, don't include spaces or hyphens)
- account name, as it appears on the bank account records. Include blank spaces where required. If the account name exceeds 32 characters, provide only the first 32 characters.
Question 10 Dividends
If you received a distribution statement from a managed fund or Australian franking credits from a New Zealand company, print X in the Yes box.
If you have more than one dividend or distribution statement, you can use the Worksheet to help you calculate the amounts to show at question 10.
At question 10, write at:
- label S – your unfranked amount
- label T – your franked amount
- label U – your franking credit (also known as imputation credit)
- label V – TFN amounts withheld or deducted from dividends (if applicable).
‘Tax file number amounts withheld from dividends’ are withheld only if you did not provide your TFN to the investment body.
A dividend statement from a New Zealand company will show the amount of Australian franking credits (if any) you can claim.
Total dividend income
Total dividend income is the total of your unfranked dividends, franked dividends and franking credits.
Add up the amounts shown at labels S, T and U in your application and write the total at $ Total dividend income.
You can't use this application if you are either:
- 18 years old or older on 30 June 2024 and your total dividend income amount is more than $18,200, or
- you are under 18 years old on 30 June 2024 and your total dividend amount is more than $416.
If you can't use this application, you will need to lodge a tax return to claim your refund of franking credits.
Your declaration
Read the declaration information and then, sign and date the application form.
Continue to: Instructions to complete the refund of franking credits worksheet
Return to: Common questions about franking credits and refunds