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How to complete the paper TFN declaration form – payee

How a payee can order and complete a Tax file number (TFN) declaration paper form (NAT 3092).

Last updated 24 November 2024

How to get the paper form

To get a paper copy of this form:

Before ordering a paper copy:

  • ask your payer if they have their own electronic form. If yes, complete their form
  • only order what you need now, as we may update the form.

The downloadable Tax file number declaration is no longer available.

Section A: To be completed by payee

Question 1 – What is your tax file number (TFN)?

You should give your TFN to your payer, only after you start work for them. Never give your TFN in a job application or over the internet.

We and your payer are authorised by the Taxation Administration Act 1953 to request your TFN. You’re not legally required to quote your TFN. However, quoting your TFN reduces the risk of administrative errors and having extra tax withheld.

Your payer is required to withhold the top rate of tax from all payments made to you, if you don't provide your TFN or claim an exemption from quoting your TFN.

Where to find your TFN

If you already have a TFN, you can find it online through myGov by going to your linked ATO online services.

If you don't have a myGov account, you can usually find your TFN on:

  • your income tax notice of assessment (NOA) if you have lodged a tax return
  • letters you have received from us, such as a statement of account
  • a payment summary or income statement (provided by your payer)
  • your superannuation account statement.

If you use a registered tax agent, you can ask them for your TFN.

If you still can't find your TFN after checking these options, phone us.

If you don't have a TFN

If you don’t have a TFN and want to provide a TFN to your payer, you will need to apply for one.

You may be able to claim an exemption from quoting your TFN, but you have to use a paper Tax file number declaration form.

Print 'X' in the appropriate box if you:

  • have lodged a Tax file number – application or enquiry for individuals or made an enquiry to obtain your TFN
    • you now have 28 days to provide your TFN to your payer, who must withhold at the standard rate during this time
    • after 28 days, if you have not given your TFN to your payer, they will withhold the top rate of tax from future payments
  • are claiming an exemption from quoting a TFN because you are either
    • under 18 years old and don't earn enough to pay tax
    • an applicant or recipient of certain pensions, benefits or allowances from one of
      • Services Australia – however, you need to quote your TFN if you receive a JobSeeker, Youth Allowance, Austudy or Parenting Payment
      • Department of Veterans’ Affairs – a service pension under the Veterans’ Entitlement Act 1986
      • Military Rehabilitation and Compensation Commission.

For more information, see Tax file number

Providing your TFN to your super fund

Your payer must give your TFN to the super fund they pay your contributions to. If your super fund doesn't have your TFN, you can provide it to them separately.

This ensures:

  • your super fund can accept all types of contributions to your accounts
  • additional tax will not be imposed on contributions, as a result of failing to provide your TFN
  • you can trace different super accounts in your name.

Questions 2–6

Complete these questions by providing your personal information.

Question 7 – On what basis are you paid?

Check with your payer if you’re not sure.

Question 8 – Are you an Australian resident for tax purposes or a working holiday maker?

Generally, we consider you to be an Australian resident for tax purposes if you:

  • have always lived in Australia or you have come to Australia and live here permanently
  • have been in Australia continuously for 6 months or more, and for most of that time you worked in the one job and lived at the same place
  • have been in Australia for more than 6 months of the year, unless your usual home is overseas and you do not intend to live in Australia
  • go overseas temporarily and you do not set up a permanent home in another country
  • are an overseas student who has come to Australia to study and are enrolled in a course that is more than 6 months long

Working holiday maker

If you are in Australia on a working holiday visa (subclass 417) or a work and holiday visa (subclass 462) you must print 'X' in the working holiday maker box. Special rates of tax apply for working holiday makers

Foreign resident for tax purposes

If you’re not an Australian resident for tax purposes or a working holiday maker, you must print 'X' in the foreign resident box, unless you are in receipt of an Australian Government pension or allowance.

Foreign resident tax rates are different

A higher rate of tax applies to a foreign resident's taxable income. Foreign residents are not entitled to a tax-free threshold, nor can they claim tax offsets to reduce withholding, unless you are in receipt of an Australian Government pension or allowance.

If you're a foreign resident for tax purposes, you must answer No to Question 9 – Do you want to claim the tax-free threshold from this payer?

For more information, see Your tax residency

Temporary residents can claim super when leaving Australia, if all requirements are met. For more information, see Departing Australia superannuation payment (DASP)

Question 9 – Do you want to claim the tax-free threshold from this payer?

The tax-free threshold is the amount of income you can earn each financial year that is not taxed. By claiming the tax-free threshold, you reduce the amount of tax that is withheld from payments made to you.

Answer Yes, if you want to claim the tax-free threshold because you are an Australian resident for tax purposes and either:

  • you are not currently claiming the tax-free threshold from another payer
  • you are currently claiming the tax-free threshold from another payer and your total income from all sources will be less than the tax-free threshold.

Answer Yes, if you are a foreign resident in receipt of an Australian Government pension or allowance.

Answer No, if none of the above apply or you are a working holiday maker.

If you receive any taxable government payments or allowances, such as JobSeeker, Youth Allowance or Austudy, you are likely to be already claiming the tax-free threshold from that payment.

For more information, see Tax-free threshold

Question 10 – Do you have a Higher Education Loan Program (HELP), VET Student Loan (VSL), Financial Supplement (FS), Student Start-up Loan (SSL) or Australian Apprenticeship Support Loan (AASL) debt?

Answer Yes, if you have a HELP, VSL, FS, SSL or AASL debt.

Answer No, if you do not have a HELP, VSL, FS, SSL or AASL debt, or you have repaid your debt in full.

Trade support loan (TSL) is now known as Australian Apprenticeship Support Loan (AASL).

For more information, see Study and training support loans

Have you repaid your HELP, VSL, FS, SSL or AASL debt?

When you have repaid your study and training support loan, you need to complete a Withholding declaration notifying your payer of the change in your circumstances.

Sign and date the declaration

Make sure you have answered all the questions in Section A, then sign and date the declaration.

Give the declaration to your payer so they can work out how much tax to withhold from payments they make to you.

Privacy of information

We respect your privacy and only collect and disclose information, including your tax file number, as authorised by taxation law.

 

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