• Refund request

    This screen allows you to complete a refund request for an account with a credit balance.

    A refund can be requested from any account with a credit balance. Only one refund per account, per day can be submitted. This function requests details of the refund and allows you to confirm these details. Before issuing a receipt number acknowledging the request, some basic processing checks are carried out. If an error preventing the processing of a refund is detected a message will be displayed and a receipt number will not be provided.

     

    For more information about these messages refer to Refund request – error explanations and advice.

     

    You will need to allow us:

    • 14 days to process activity statement requests
    • 28 days for income tax account requests.

    It is important to record the receipt number. Quote this number when making enquiries about your refund request.

    Any refund request will be subject to the normal scrutiny and integrity checks.

    Electronic refund requests are not available for higher education contribution scheme (HECS), financial supplement accounts or superannuation accounts.

     

    To request a refund for HECS, financial supplement accounts or superannuation accounts ‘Contact us’.

    Refund request

    The screen is divided into two sections: refund details and contact details of the person making the request.

    Refund details screen information

    Screen fields:

     

    Refund from* 


     

    Choose the refund account from the available list. Only those accounts with a credit balance will be listed.


     

     

     

    Amount* 


     

    Enter the amount of the desired refund. Ensure that the amount is $0.50 or more, but is no more than the balance of the account.


     

     

     

    Reason 


     

    Enter the reason for the refund.

     

    Fields marked with an asterisk (*) are mandatory and must contain correct data.

    Contact details screen information

    Screen fields:

     

    First name* 


     

    The given name of the person we should contact regarding this request if needed.


     

     

     

    Surname* 


     

    The family name of the person we should contact regarding this request if needed.


     

     

     

    Phone area code* 


     

    The Australian STD code for your business hours landline telephone.


     

     

     

    Phone number* 


     

    The number of your mobile or landline telephone used during normal business hours.


     

     

     

    Email 


     

    Your business email address.

     

    Fields marked with an asterisk (*) are mandatory and must contain correct data.

    Select the:

     

    Cancel button


     

    to go back to the screen from where the refund request was initiated.


     

     

     

    Continue button


     

    to go to the ‘Refund request confirmation’ screen.

    Refund request confirmation

    Displays details you entered on the refund request screen and allows you to either confirm those details or alter the refund account and contact details.

    Select the:

     

    Cancel button


     

    to go back to the screen from where the refund request was initiated.


     

     

     

    Change details button


     

    to go to the ‘Refund request’ screen.


     

     

     

    Submit button


     

    to forward the request to us for processing and receipt issue.

    To complete this transaction:

    Electronically sign the declaration page using your AUSkey. Please note: you need to sign the transaction with the credential you logged in with.

    Refund request acknowledgment

    This screen displays all the refund details and the receipt number for this refund request. Record this receipt number by either printing the screen or writing down the receipt number against your records.

    Select the:

     

    OK button


     

    to go to the screen from where the refund request was initiated.

    The refund details are recorded as a secure message enabling you to review the details of the refund at any time by selecting ‘Messaging’ on the left navigation bar – Sent items view.

     

    If you need more information about the details which are displayed, refer to Definitions.

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Relying on our information - our commitment to you

We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.

If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

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