Hi there, can a person ask the tax office to include them in the automated franking credit refund system or do you have to wait to be invited? If you can opt in, how does one do this>
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Hi @Jaskiewicz,
You can't ask us to be part of the system its by invite only and you have meet certain criteria to receive an invite. You'll receive an invite if you fall into the following criteria:
- if you're a self-preparer over 60.
- Don't lodge a tax return.
- Australian resident for the whole financial year.
- we have current contact details in our system.
- Dividend is below $18,200.
- Total income below $28,974.
- held the same parcel of shares for the last 2 financial years.
- credit is not for a deceased estate.
- you aren't a tax agent as tax agents aren't included.
- Lodged a prior year RFC or tax return that is within certain tolerance of the dividend data reported.
- or were part of the automatic process in previous years.
Each year we receive info from share registries, managed plans. Taxpayers will be identified as suitable based on their circumstances in the prior year.
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Hi @Jaskiewicz,
You can't ask us to be part of the system its by invite only and you have meet certain criteria to receive an invite. You'll receive an invite if you fall into the following criteria:
- if you're a self-preparer over 60.
- Don't lodge a tax return.
- Australian resident for the whole financial year.
- we have current contact details in our system.
- Dividend is below $18,200.
- Total income below $28,974.
- held the same parcel of shares for the last 2 financial years.
- credit is not for a deceased estate.
- you aren't a tax agent as tax agents aren't included.
- Lodged a prior year RFC or tax return that is within certain tolerance of the dividend data reported.
- or were part of the automatic process in previous years.
Each year we receive info from share registries, managed plans. Taxpayers will be identified as suitable based on their circumstances in the prior year.
Thanks so much Anita and apologies for the slow reply. Your response is super clear and helpful and I really appreciate it.
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