Aged Pensioners and tax returns????

[Liz]

Lodging a tax return is a more long-winded process than sorting out the short questionnaire tho. For some reason my mum was getting a small amount of tax withheld from her pension so she had to lodge a return, it was such a pain. We sorted that out asap I can tell you! haha. Now we do no return, but we do a refund of franking credits form. Much easier than an unnecessary tax return.

[Rivlas]

If you have an accountant give him/her a call.

[Mak]

Thanks! I have been on the phone to the ATO - must say I was super impressed with the efficiency of their call back service. The answer is no to a tax return but they have to lodge a form to state why.