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e.some(Newbie)Newbie
25 Mar 2022

I worked for a bookstore for several years who subsequently closed their doors and are no longer in practice. The company did not issue me with a group certificate or payment summary for the year of 2008/2009. As a result, I have been unable to ever lodge my tax return for that year.


I've read through the related posts around companies not providing payment summaries however the critical difference in my case is that my tax was reported to the ATO by this company for the outstanding year, and it shows in my ATO account as an outstanding return.


I understand this was back in the days pre-online lodgment, so I'm wondering if there's any way the ATO would hold the record of this tax year that they received from my employer, or failing that, if there is a standard practice in this situation.

Will this just stay on my account as outstanding permanently? Should I mark it as "not required to lodge", and miss out on any return? Is there any process for the ATO to waive and payout a minimum refund?


As the business closed some years ago now, I do not have any way of requesting any documentation, and I have no way to contact the employers. It's worth mentioning I did call the ATO several years back to query this, and the employer was unable to help - I'm wondering if this may have changed in the years since.


Thanks so much in advance for any help.

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1,254 views
1 replies

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Most helpful reply

EthanATO(Community Support)Community Support
26 Mar 2022

Hi @e.some,


In most cases we're able to provide income information to help you lodge past tax returns. Despite this period being pre-online lodgement, the company would most likely have provided us with your payment information. I recommend having a read through our page on reconstructing your tax records. It'll give you a bit more information and direct you to another page on copies of tax documents. You'll want to go through this to obtain a copy of your payment summary for the year.


As for your other questions, yes this will remain on your account until its lodged. It's important to note that you should only click the 'not required to lodge' if you're not required to. Unfortunately, there also isn't a process to issue out a minimum refund.

All replies

Most helpful reply

EthanATO(Community Support)Community Support
26 Mar 2022

Hi @e.some,


In most cases we're able to provide income information to help you lodge past tax returns. Despite this period being pre-online lodgement, the company would most likely have provided us with your payment information. I recommend having a read through our page on reconstructing your tax records. It'll give you a bit more information and direct you to another page on copies of tax documents. You'll want to go through this to obtain a copy of your payment summary for the year.


As for your other questions, yes this will remain on your account until its lodged. It's important to note that you should only click the 'not required to lodge' if you're not required to. Unfortunately, there also isn't a process to issue out a minimum refund.

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Employer no longer exists, no payslips or group cert for outstanding tax refund | ATO Community