Initial contact by customers claiming Family Tax Benefit (FTB) as a lump sum for a previous year 007-01010030

Customers are encouraged to make an online claim. If making an online claim for FTB only, authenticated customers can make a single claim for the current and previous financial years. When the customer submits their claim they are advised of any documentation required to finalise their claim, for example, proof of a child's birth, if this has not already been provided for the child.

This online claim option will only be available until the end of the lodgement year. Access to the claim will be withdrawn once the claim lodgement period has ended.

Customers unable to claim online can lodge a paper claim for the relevant financial year (FA048 and/or FA054).

Families have until 30 June of the lodgement year to lodge a lump sum claim and to confirm income for FTB, (for example by 30 June 2025 for the 2023-24 financial year).

Claims can only be assessed once income details are received from the Australian Taxation Office (ATO) if the customer (or their partner) is required to lodge a tax return for the relevant financial year. If they are not required to lodge a tax return, they will need to advise non-lodgement, and provide a reasonable estimate of their income as part of their claim.

A customer (and/or their partner) has until 30 June of the lodgement year to confirm their income, by either lodging tax returns with the ATO or advising they are not required to lodge a tax return.

Customers may be granted an extension to the timeframe where special circumstances exist which prevented the customer and/or their partner from meeting their lodgement requirements. Customers must lodge a lump sum claim for the relevant financial year before a special circumstances assessment can be undertaken. A paper claim must be lodged if it is after the end of the lodgement year.

Customers who lodge an FTB lump sum claim after the end of the lodgement year and who did not have special circumstances preventing them from lodging their claim by the end of the lodgement year will have their claim rejected.