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How to personalise your tax return

How to personalise your return using myTax.

Last updated 26 March 2024

Use the Personalise return screen to select items that apply to you.

Based on pre-fill information, we may have made some selections for you. You cannot remove any selections we made for you, even if you think the circumstances do not apply to you.

You can delete any relevant pre-filled information from the Prepare return screen.

You can make other selections that may apply to include them in your tax return. This will tailor your tax return to your situation.

If you can't see an item to select, it's because it will already be shown on the Prepare return screen or is not required to be included in tax return.

Watch our video for a demonstration on how to personalise your tax return.

If you are unsure which items apply to you, or to read more about those items,select from the cards at the bottom of the page.

Note: From 2015–16 an individual is entitled to the small business income tax offset on the tax payable on the portion of their income that is from net small business income from sole trading activities, share of net small business income from a partnership or trust, and other amounts received because the individual is a partner or beneficiary in a small business entity, such as farm management repayments.

Want to lodge a nil return?

If you don’t need to select any items because you wish to lodge a nil return, then select Next at the bottom of the Personalise return screen, and follow the instructions.

Watch our video

This video shows you how to personalise your tax return.

 

Certain items apply to everyone and they are always displayed on the Prepare return screen.

Understand why we have made a selection for you.

How to complete the residency section including how to determine if you are an Australian resident for tax purposes.

Understand how a spouse is defined so you can correctly complete this question.

How to complete the Income from Australian super and annuity funds section.

Complete this section to report relevant Australian investment, property and CGT related items.

Complete this section to report on business income or losses and partnership or trust distributions.

How to complete the foreign income section of your tax return.

Select this item if you received any other income or payments.

How to complete the Deductions section including using the ATO app's myDeductions tool.

Complete the tax offsets and adjustments section and work out whether you to select additional items.

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