Form preview

Get the free Refund of franking credits instructions and application for ...

Get Form
Refund of franking credits: application & instructions for individuals 2005 https://www.ato.gov.au/Forms/Refundoffrankingcreditsapplicationinstructionsforindividuals2005/ Last modified: 06 Mar 2020
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign refund of franking credits

Edit
Edit your refund of franking credits form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your refund of franking credits form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing refund of franking credits online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to take advantage of the professional PDF editor:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit refund of franking credits. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
Dealing with documents is always simple with pdfFiller. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out refund of franking credits

Illustration

How to fill out refund of franking credits

01
Obtain a valid Tax File Number (TFN)
02
Purchase shares in a company that pays franked dividends
03
Receive a dividend statement from the company detailing the franked amount
04
Fill out the Refund of Franking Credits application form provided by the Australian Taxation Office (ATO)
05
Include all necessary supporting documents such as dividend statements and proof of purchase of shares
06
Submit the completed form and documents to the ATO for processing

Who needs refund of franking credits?

01
Individuals who are Australian residents and do not have a taxable income or have a taxable income below the tax-free threshold may be eligible for a refund of franking credits.
02
Self-managed super funds (SMSFs) and other entities that have received franked dividends may also need to apply for a refund of franking credits.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
23 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

With pdfFiller, you may not only alter the content but also rearrange the pages. Upload your refund of franking credits and modify it with a few clicks. The editor lets you add photos, sticky notes, text boxes, and more to PDFs.
In order to fill out documents on your iOS device, install the pdfFiller app. Create an account or log in to an existing one if you have a subscription to the service. Once the registration process is complete, upload your refund of franking credits. You now can take advantage of pdfFiller's advanced functionalities: adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.
You can edit, sign, and distribute refund of franking credits on your mobile device from anywhere using the pdfFiller mobile app for Android; all you need is an internet connection. Download the app and begin streamlining your document workflow from anywhere.
Franking credits are a tax offset designed to prevent double taxation of dividends in Australia. Refund of franking credits occurs when an individual or entity receives a refund for excess franking credits.
Individuals or entities who have excess franking credits and are eligible to claim a refund are required to file refund of franking credits.
To fill out refund of franking credits, individuals or entities need to complete the relevant form provided by the Australian Taxation Office (ATO) and provide the necessary information such as their details, the amount of excess franking credits, and any supporting documents.
The purpose of refund of franking credits is to return excess franking credits to individuals or entities who are not able to fully utilize them as a tax offset.
The information that must be reported on refund of franking credits includes the individual or entity's details, the amount of excess franking credits, and any supporting documents requested by the ATO.
Fill out your refund of franking credits online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.