Au form upwards variation taxation office 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section A: Payee’s declaration. Fill in your name, date of birth, and tax file number (TFN). If you haven't provided a TFN, indicate the reason for exemption.
3. Answer whether you are an Australian resident for tax purposes and if you wish to claim the tax-free threshold from this payer.
4. Respond to questions regarding any accumulated Higher Education Loan Program (HELP) debt and whether you want to increase the withholding amount.
5. Complete the Upwards Variation Agreement by specifying the new withholding rate or increased amount. Ensure all fields are filled accurately.
6. Sign and date the declaration at the end of Section A, confirming that all information is true and correct.
7. In Section B, your payer will complete their details and sign off on the agreement before returning it to you for your records.

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