Filing checklist
Before preparing Certificate of residency and certification of overseas tax relief - request form for individuals (CERT-RES-OVS), verify the identity of the form and gather the records the instructions call for.
- Confirm the income year and ATO instructions.
- Check whether the form should be lodged online, by mail, or through a tax agent.
- Confirm the edition date, applicant details, eligibility category, addresses, travel history, and identity documents before filling.
- Prepare evidence in the order requested by the official instructions, including translations when required.
- Review every signature, interpreter, preparer, and continuation page before assembling the packet.