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Forms for self assessors
Download the forms you need to apply, declare, lodge or notify …
All the forms a self assessor might need are grouped together here. You can browse by tax type, or simply search if you know what you’re looking for.
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Forms are grouped below. You can sort the forms by clicking 'number', 'name' or 'description'.
| Number | Name | Description | |
|---|---|---|---|
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D02.1 | Claim for first home transfer duty concession | First home concessions are available if you are buying a residence that you intend to live in as your first home. |
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D02.1 (v5) | Claim for home concession available to 31 July 2011 | Home/first home concessions are available if you are buying a residence that you intend to live in as your home or first home. This form is valid for transactions dated before 1 August 2011. |
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D02.2 | Dutiable transaction statement | Dutiable transactions should be lodged together with this form, unless the transaction is an agreement for transfer or transfer of land, and a concession or exemption listed in this form is not being claimed. If there is no document for the transaction, you must complete and attach a Transfer duty statement (Form OSR—D2.3). |
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TR1 | Document lodgement form | Document lodgement forms are required when lodging documents with our office for assessment. |
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TER | Tax equivalents return—Local Government | Commercial business units of local government which are required to pay tax equivalents must complete and lodge a tax equivalents return form, together with a return summary and all relevant completed schedules. |
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LC | Lodgement confirmation form | Transactions lodged through OSRconnect and paid by cash or cheque must be accompanied by a lodgement confirmation statement. Complete this lodgement confirmation statement only if the lodgement confirmation page generated by OSRconnect can no longer be printed. |
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FHOG | First home owner grant application kit | First home owner grant application form, including a guide to filling out the application. The supporting documentation checklist tells you which documents you need to include with your application. |
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D12.1 | Application for self assessor registration | Register as a self assessor under the Duties Act 2001. Registered self assessors can calculate duty payable and endorse certain documents or transactions. |
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D02.7 | Claim for transfer duty concession first home vacant land | Vacant land on which you will build your first home may be eligible for a first home vacant land concession. |
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D12.6c | Form 12.6—Annexure C | Complete this form and attach it to the Transaction statement (Form 12.6) if you have additional parties to the transaction. |
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D12.6b | Form 12.6—Annexure B | Complete this form and attach it to the Transaction statement (Form 12.6) if you are claiming an exemption. |
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D12.6a | Form 12.6—Annexure A | Complete this form and attach it to the Transaction statement (Form 12.6) if the transaction will be aggregated with another transaction under section 30 of the Duties Act 2001. |
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D12.6 | Transaction statement | A transaction statement should be completed by registered self assessors for each transaction when online lodgement is not available (i.e. if lodging by paper). |
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StatDec10 | Transfer of interest in property to spouse | Transfers of property that are wholly by way of gift and after the transfer will be held by yourself and your spouse as joint tenants or tenants in common in equal shares and will be your principal place of residence may be exempt from duty if lodged with this statutory declaration. |
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TC | Transaction cancellation form | Complete this transaction cancellation form only if a transaction has been created in draft in OSRconnect, but not submitted or paid, or is no longer needed (e.g. duplicate transaction, cancelled contract). |
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D03.3 | Landholder duty statement | Landholder duty statement required when making a relevant acquisition in a landholder. |
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D08.2 | Insurance duty statement | Insurance duty statement for businesses not registered as general or life insurers, but who have effected or renewed general or life insurance. |
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D16.1 | Notice for reassessment—particular circumstances | Reassessments of duty that already been paid on a document, or a transaction effected or evidenced by a document, may be made in particular circumstances. |
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D14.1 | Notification—Instrument/s not properly stamped | Instruments that have not been properly stamped must be lodged with us together with this form. |
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D08.1 | Insurance return | Insurance return form for businesses registered as general insurers or life insurers. For faster processing, you can lodge your returns through OSRconnect instead. |
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D02.3 | Transfer duty statement | Dutiable transactions which have been entered into, but do not have an instrument or document for the transaction, must be assessed by lodging this form, together with the Dutiable transaction statement (Form OSR—D2.2). |
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D02.6 | Notice for reassessment—superannuation fund transfer duty concession/exemption | Trustees of superannuation funds that have received a transfer duty concession or exemption but have not met the requirements must lodge this form, together with the documents that are required to reassess the transfer duty for the transaction. |
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P9 | Employment agency contracts—declaration by exempt client | To claim an exemption, clients of employment agents must declare that wages payable under the contract do not attract payroll tax. The employment agent must keep this declaration for 5 years for audit purposes—do not send it to us unless requested. |
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D12.4 | Notice for cancellation of self assessor registration | Cancel your self assessor registration if you cease to carry on the business to which your registration relates. |
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StatDec01 | Cancellation of agreement | Cancelled agreements (ended by non-fulfilment of a condition, consent of parties, frustration or due to a breach by a party to it) that have no resale agreement may be exempt from duty if lodged with this statutory declaration. |
Important information
Be aware that forms are legally binding documents. Make sure you read all supporting information contained in any form you are submitting. Some forms contain clauses stipulating that, by submitting, you agree to notify us if your circumstances change or an error is made.
If we detect discrepancies through our audit program, your tax liability will be reassessed and penalties may be charged. In some cases, legal action will be taken.