Question: How do you prepare the tax form so that the ATO can issue the refund of TFN withholding? (The TFN withholding amount is still showing in the interest worksheet. However, does not come through on the interest summary page (Label M). Taxpayer is a part-year non-resident for Financial Year 2024-25.)


Suggested Answer: There is no refund because there is no amount in Label M of the "Interest" worksheet, even though the taxpayer is a Non-Resident and the interest income source is New Zealand, thus details of the refund amount shown in the Estimate Page "Non-Resident Withholding Tax" section

Estimate page details: