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  • Before you prepare your tax return

    Most individuals need to prepare and lodge a tax return each income year. Find out what's new or is changing this income year and work out if you need to lodge a tax return.

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    Reasons you need to lodge

    Each income year you need assess your personal circumstances to Work out if you need to lodge a tax return. Reasons you need to lodge a tax return may include if you:

    • had any tax taken out (withheld) from income you receive
    • had $1 or more of foreign income
    • are a liable or recipient parent under a child support assessment
    • had business or investment income
    • are leaving Australia and have a study or training support loan.

    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 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.

    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.

    Last modified: 15 Mar 2022QC 68143