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BenZI(Newbie)Newbie
26 May 2026

I am a dual US-AUS citizen. Born and residing all my life in Australia. Australian tax resident, working and earning AU dollars in Australia. Have never resided or worked in the US. My bank (also Australian) is now concerned I'm an overseas tax resident, so I need to provide proof of Australian tax residency via Certificate of tax residency and certification of overseas tax relief for individuals n75441.


  • Do I leave question 7 blank? (Australia is not one of the jurisdictions required and my bank is Australian (as am I) - so is Australia the jurisdiction?)
  • And should I tick for a generic certificate? Or fill out 'other?'


  • Timeframe: Does it take longer to process this certificate if I select multiple years? I think I only need a year or two for my bank but I'm considering asking for longer in case I have issues again.

Question 13: For the time period(s) indicated at question 9, is there an applicable private ruling or a competent authority determination relating to the entity’s tax residency status?

  • I'm not sure what this means. What would be an example of an applicable private ruling or a competent authority determination relating to the entity's tax residency status? If I am simply asking for a proof of Australian tax residency for my bank, would I select NO ?



19 views
1 replies
19 views
1 replies

All replies

PollyATO(Community Support)Community Support
27 May 2026

Hi @BenZI,


For question 7, select the United States. Your bank needs proof of your Australian tax residency because you’re a US citizen. The US is the relevant jurisdiction.


Choose the “generic certificate” option. This shows you’re an Australian tax resident. The “other” option is for overseas tax relief forms from foreign tax authorities.


Selecting multiple years won’t delay processing. You can request past years, the current year, or up to 12 months from the issue date. If you might need proof later, request multiple periods now.


For question 13, select “NO.” This question is about formal decisions we’ve made about your tax situation. It doesn’t apply to your request.


To complete the form, download the Certificate of residency and certification of overseas tax relief request form for individuals (NAT 75441). Make sure your details match our records, and your tax returns are up to date.

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ATO Residency Certificate - How Do I Fill It Out? | ATO Community