Guide to lodging your tax return

Information you need to prepare your tax return

You will need various documents - such as your financial records and your tax file number - to help you prepare your tax return correctly.

Financial documents or records

You will need your financial documents or records to work out the amounts to enter at each item of your tax return. If you use a tax agent, or get help from a Tax Help volunteer, you will still need all your records for them to work from.

Tax file number

You need your tax file number to lodge a tax return. If you don't have a tax file number, you need to apply for one.

Pre-filling service in e-tax

If you are using e-tax, you may be able to download some of your information using our pre-filling service.

Lodging your tax return - home

Sections within Information you need to prepare your tax return

• Financial documents or records
• Tax file number
• Pre-filling service in e-tax