Income Tax Amendment of previous years

  • Income Tax Amendment of previous years

    Posted by Marianne on April 15, 2025 at 2:49 pm

    I just had the ATO contact me via text message saying to expect a call from a Private Number and to please answer the call. My phone rang and I did not answer it. Then not long after, I received an email from the ATO saying I need to call them before 29 April 2025 otherwise they won’t be able to process my amendment request that I submitted a couple of months ago (relating to my 2023 income tax return). They are requesting I provide documentary evidence to verify my deduction claims. When I submitted my 2023 amended tax return, I also included an affidavit of expenses. Any suggestions please? Note: I originally submitted my 2024 income tax return using the SE method and successfully received all my tax back ($12K). I did not submit an affidavit of expenses with the 2024 tax return.

    • This discussion was modified 2 months, 1 week ago by  Marianne. Reason: Additional information
    morag-janet-of-the-hill-family replied 2 months ago 3 Members · 4 Replies
  • 4 Replies
  • morag-janet-of-the-hill-family

    Member
    April 15, 2025 at 4:05 pm

    You could refer them to your affidavit and make it clear you will only deal with any more requests if they are in writing to a specified address, (so you have documentary evidence and a name to reply to..

  • Cathy

    Member
    April 19, 2025 at 10:07 am

    Hi Guys,

    We have just started this process as well. We have watched the webinar on Minimising Tax. In the module there are four docs titled ATO NOTICE 1-4 in which someone had been fined over 9K by the ATO for making a ‘reckless’ amendment with the usual BS about the constitution and “it doesn’t matter how you name is written”. This obviously raises a concern, does anyone know if it is included by SE as a warning?..or to as a laugh to show how desperate the ATO are in their responses? Has anyone had the same response by the ATO and been issued with a fine?

    • morag-janet-of-the-hill-family

      Member
      April 19, 2025 at 12:35 pm

      It will probably be showing you an example of the replies you are likely to get. If this was in reply to some questions then it probably was not an answer and so if they are making any claims can you then not ask for evidence of that claim? It seems it is in response to the affidavit? Is just making a claim a valid rebuttal without any evidence of the claim they are making? Are there not still outstanding questions from the Notice and Demand to be answered? if you keep watching webinars you will learn competent replies to these types of offers.

    • morag-janet-of-the-hill-family

      Member
      April 19, 2025 at 12:36 pm

      You can PM me if you want more information.