How to lodge your tax return

(ATO)

 

You can lodge online using myTax, through a registered tax agent or complete a paper tax return. Your tax return covers the income year from 1 July to 30 June. If you need to complete a tax return you must lodge it or engage with a tax agent, by 31 October.

When you lodge a tax return you include how much money you earn (income) and any expenses you can claim as a deduction.

On this page:

Lodgment options

If you need to lodge a tax return, you can choose from of the following options depending on your circumstances.

Find out more about how to:

After you lodge you can check the progress of your tax return using our self-serve options.

If you need help lodging your tax return, see Help and support to lodge your tax return.

Information you need to lodge

Before you lodge, find out¬†What’s new for individuals¬†this tax time.

To lodge your tax return, we recommend you have available all of the following information available. You will need your:

  • bank account details (BSB and account number)
  • income statement or payment summaries from all of your employers
  • payment summaries from Centrelink (Services Australia)
  • receipts or statements for the expenses you are claiming as deductions
  • your spouse’s income (if you have one)
  • private health insurance information (if you have cover).

If you lodge your tax return online using myTax, we will pre-fill most of this information for you. To lodge online you will need to link your myGov account to the ATO.

Next step:

Due dates for your tax return

If you’re lodging your own tax return, you need to lodge it by 31 October each year.

If 31 October falls on a weekend, the due date to lodge your tax return is the next business day after 31 October.

If you choose to use the services of a registered tax agent, they will generally have special lodgment schedules and can lodge returns for clients later than 31 October. If you are using a registered tax agent, you need to engage them before 31 October.

If you’re having difficulties meeting your tax obligations or are unable to lodge by 31¬†October,¬†contact us¬†as soon as possible.

If you lodge your own tax return and it results in a tax bill, payment is due by 21 November even if you lodge:

  • between 1¬†July and 31¬†October
  • after the 31¬†October.

If you miss the due date

Even if you the miss the due date, it is important to lodge as soon as you can.

If you expect a tax bill, don’t delay lodging. The due date for payment when you lodge your own tax return is 21¬†November even if you lodge late. Interest will apply to any amount you owe after 21¬†November.

If you’re finding it hard to pay on time, you can request a payment plan:

  • online for debts $100,000 or less ‚Äď you will need a myGov account linked to the ATO
  • by automated phone service for debts of $100,000 or less
  • by phone, contact us for debts over $100,000 so we can work with you to tailor a payment plan to your circumstances.

See also:

Last modified: 24 May 2021
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Categories: Tax