I normally don’t write how-to posts like this, but since struggled in this process I believed it was important for someone on the internet to search for and find.
Foreigners working in Australia on a Working Holiday Maker Visa (subclass 417 and 462) are ‘residents for tax purposes’ and eligible to claim back superannuation and taxes (note that as of 1 January 2017, the first $37,000 earned will be taxed at 15%).
When I filed for my tax return in Australia in June, I got money back within a week. Now, after leaving Australia and filing for my tax return, it’s a completely different story. It’s not the quick turnaround I banked on. If you’re leaving Australia before the end of the fiscal year and you want to claim back taxes, don’t plan on getting it back quickly. Claiming superannuation was another obstacle. Make sure that even though you’ve left you haven’t lost track of any crucial information, such as your tax file number (TFN), Australian bank details, all previous Australian residential addresses and login details for online super and banking.
Below are some tips to making your process less stressful. But first: Here’s the key to getting back a ton of money after your working holiday visa:
DO NOT WORK CASH-IN-HAND.
It might seem tempting and it might seem like the best option at the time, but working cash in hand means that more likely than not your employers are cheating you while cheating the system. They’re not paying taxes which does nothing to help you, because you don’t have to pay taxes! (at least not prior to 2017) This also means they are not paying into your superannuation, which you are also eligible to claim back.
LODGING YOUR TAX RETURN
The most important thing to note here is that this process takes time if you do it before the end of the fiscal year, so don’t expect to get your money back quickly.
Here’s what you need to do:
1. Collect payment summaries from all of your employers. Sometimes they will resist (most frustratingly, Hays Recruitment), so if they do print out every pay slip you received.
2. Read this from the Australian Taxation Office (ATO). Make sure you fulfill the requirements to lodge your tax return early, which for those on WHM visas means you’ve left the country, your visa has been cancelled or is expired, and you will no longer receive income from Australia. Note that you have to mail in your paperwork if you lodge it early. It cannot be done electronically.
3.Download and print the tax return for individuals form for the appropriate year. To lodge mine this year, I downloaded the most recent, which was from 2016, and crossed out
2016 and wrote 2017 on every page. Nailed it!
FINALLY: Collect all your payment information paperwork and with your tax return form (#3), mail it to Australia. If you are mailing it from abroad (which you probably will be), address it to:
Australian Taxation Office
GPO Box 9845
Sydney NSW 2001, Australia
Now, all you have to do is wait. The ATO says it will take up to five weeks.
Also known as ‘departing Australia superannuation payment’ (DASP). Claiming DASP seems simple, until you realized that the Department of Immigration and Border Protection (DIBP) is giving you a headache. That’s right, they’re a pain in the ass. Even though you may have left Australia four months ago and your visa has expired, you still have to cancel your visa before you’ll get your DASP. In fact, they won’t even let you submit your application for DASP before the DIBP clears you a runaway. (I only found this out after a week of confusion and finally messaging the ATO on Twitter.) So here’s how to do it:
1. Email Super Hobart (email@example.com) with the following information:
- a clear statement that you wish to have your temporary visa cancelled,
- your full name and date of birth (and those of all people who hold a visa because they are a member of your family unit, or hold a visa only because you hold your visa.),
- passport number when you visited Australia,
- subclass of the temporary visa you wish to have cancelled,
- current residential address,
- the date that you departed Australia.
Note that this process can take up to five weeks. Once this process has been cleared, you can complete your DASP application, or if you’ve already completed it, finally submit it.
2. Read the DASP application instructions on the ATO website.
3. Complete the online DASP application.
Now,all you have to do is….
Have you claimed your taxes and DASP after a Working Holiday Visa? How did it go?
Featured photo: Degraves Espresso, on Degraves Street in Melbourne’s CBD.