I am writing to inquire about the process for claiming a refund on tax deductions that were incorrectly taken due to an error in my tax status. It has come to my attention that my tax status was incorrectly listed as a non-resident when, in fact, I am an Australian resident living in Australia as a PhD student.
The incorrect tax status has now been updated with my employer and will be effective from 10/11/2023. However, I am concerned about the marginal tax that has been withheld from my income prior to this date.
Could you please advise on the steps I need to take to claim a refund for the overpaid tax? Is there specific documentation I should prepare or forms I need to fill out to facilitate this process?
Thank you for your assistance and I look forward to your guidance on rectifying this matter.