-
Home
Compensation and Support Policy Library
Part 12 Compliance and Obligations
12.3 Data Matching
- 12.3.4 Exclusion/Exemption from Supplying Tax File Number
Date amended:
Discretionary power to waive tax file number requirement
The Secretary has discretionary powers to waive the requirement to provide a tax file number. This ensures that pensioners are not disadvantaged or caused undue stress because of specific individual circumstances.
Exemptions from providing person's tax file number
The requirement to provide a tax file number can be waived when a pensioner:
- has profound physical or mental impairment that prevents supplying their tax file number;
- receives a blinded service pension or blinded income support supplement;
- resides in a nursing home or a similar institution;
- is homeless;
- has been in receipt of a service pension for 10 years or more and has a minimal additional income from any source including disability compensation payment
- is over 80 years of age; or
- has already provided their tax file number in respect of another payment.
Please contact Policy.Advisings.Income.Support@dva.gov.au if further information regarding a tax file number exemption is required.
Exemptions from providing partner's tax file number
The Secretary may waive the requirement for a statement of the tax file number of a person's partner or non-illness separated spouse if satisfied that:
- the person does not know that number;
- they cannot obtain the number, a statement of that number or a declaration by the partner of non-illness separated spouse;
- the partner could become violent to the client or child; or
- there would be other concerns for the safety or health of the client or child.
Exclusion from supplying tax file number
The following persons are excluded from supplying a tax file number to DVA:
- pensioners who do not reside in Australia;
- persons only in receipt of DFISA payment from DVA (DFISA ceased 1 January 2022);
- persons not being paid by DVA and whose income is not considered when assessing their partner's entitlement;
- pensioners only in receipt of an adequate means of support pension; and
- Papua New Guinea nationals receiving disability compensation payment.