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  • Lodge with a registered tax agent

    You can use a registered tax agent to prepare and lodge your tax return for you. Registered tax agents are the only people that can charge a fee to prepare and lodge your tax return.

    On this page:

    Choosing a tax agent

    A tax agent is a qualified professional who can help you prepare and lodge your tax return. You can engage the services of a tax agent either online or face-to-face.

    Tax agents must be registered with the Tax Practitioners Board (TPB). You can find a registered tax agent or check whether a person is registered by visiting the TPB websiteExternal Link.

    Using a registered tax agent will provide you with consumer protection as the TPB ensures they:

    • meet and maintain the required standard or qualifications and experience
    • comply with the Code of Professional Conduct.

    When choosing an agent, you should discuss the service they can provide so you both know what to expect.

    You can use the myDeductions tool in the ATO app to easily keep copies of your records and share these with your tax agent. You are responsible for the tax records you provide your tax agent.

    The myDeductions record-keeping tool allows both individuals and sole traders to keep track of:

    • general expenses, such as gifts and donations made to a deductible gift recipient
    • worked-related and sole-trader deductions (and business income).

    You can either upload your records or email them to your tax agent.

    See also:

    Due dates for lodging tax returns

    Most registered tax agents have a special lodgment program and can lodge returns for their clients after the usual 31 October deadline. The due date will also depend on your personal situation. Contact your tax agent for advice.

    If you're using a tax agent for the first time, or using a different tax agent, you need to contact them before 31 October to take advantage of their lodgment program due dates.

    Lodging prior year tax returns

    If you haven't lodged a previous year's tax return, it's important to get up to date as soon as possible to avoid penalty.

    Your tax agent can prepare and lodge prior year tax returns for you, so contact them for advice.

    Last modified: 24 May 2021QC 49329