What do you need to do before your Tax Return?

Application for a Medicare Entitlement Statement form

If you’re not eligible for Medicare and are applying for an exemption from the Medicare levy; please submit the Application for a Medicare Entitlement Statement form as soon as practical after 30/6/2022. Apply here.

Timing of pre-filling Information

We as tax practitioners have access to pre-filling reports that allow us to cross-check your information with information obtained from various organisations for utmost accuracy.

Employers may submit their prefill as early as 14th of July or may take up to 14th of Aug. The timeframe for other organisations (i.e. banks, health insurance, etc.) may differ.

We ask for your patience please during this time.

Keep your information up to date

Before we contact you to prepare your tax return, make sure you advise us of any change to your personal information. This includes your:

Photo ID
Address
Marital status
Residency
Child support and number of dependants
Bank account
Change of employers
Other income

If you have a rental property. Please organise and provide us with:

Bank statements
Title
Agent statement
Land tax
Depreciation report
Insurance
Council rates
Any other expenses

If you earned any other income from a business, foreign income, capital gains, Employee Share Scheme, crypto currency or any other source; you will need to provide us with: