Working out your tax claim code

Warning:

This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

End of attention

1. On 30 June 2018, were you:

2. Select the code letter that best describes your circumstances.

3. Are you claiming your spouse's share of the rebate?

You can choose to claim your spouse's share of the rebate on their behalf if both of you meet all of the following three criteria.

Both of you:

• were covered under the same policy
• were covered for the same period of time
• were together on 30 June 2018.

4. Select the code letter that best describes your circumstances.

5. You have worked out your tax claim code, return to step 5 in Completing this section.

Overseas visitors

If you are an overseas visitor, how you complete Medicare levy surcharge and Private health insurance in myTax depends on your circumstances, such as:

• If you have an overseas health insurer
• If you have a complying health insurance policy
• If you are not eligible for Medicare
• If you have overseas student or overseas visitor health cover

If you have an overseas health insurer

If your private health insurance provider is an overseas provider that is not registered in Australia, you will not be eligible for any rebate on your policy, and you may need to pay the Medicare levy surcharge if you don't meet the conditions for a Medicare levy exemption.

When completing myTax, you should:

At Medicare levy surcharge

1. Answer No to the question Were you and all of your dependants covered by an appropriate level of private patient hospital cover from 1 July 2017 to 30 June 2018?
2. Indicate the Number of days you do not have to pay the surcharge.
   In some instances, myTax may determine for you that you do not have to pay the Medicare levy surcharge.
   For more information, see Medicare levy surcharge.

At Private health insurance

3. Not show any Private health insurance policies.

If you have a complying health insurance policy

You will receive a private health insurance statement from your insurance provider if:

• you have an Australian-registered complying health insurance policy
• you are eligible for Medicare
• you are a private health insurance incentive beneficiary (PHIIB).

When completing myTax, if you and all your dependents were covered under a complying health insurance policy for the full year with the appropriate level of private patient hospital cover, you should:

At Medicare levy surcharge

1. Answer Yes to the question Were you and all of your dependants covered by an appropriate level of private patient hospital cover from 1 July 2017 to 30 June 2018?

At Private health insurance

2. Show your Private health insurance policies. For more information, see Completing this section.

If you are not eligible for Medicare

If you are an overseas visitor who is not eligible for Medicare, you are not entitled to any private health insurance rebate.

However, you can still purchase a complying health insurance policy with an Australian-registered health insurer. You will receive a private health insurance statement. Your statement will show the amount of premiums paid (at label J), while the rebate received at label K will be zero ($0).

If the complying health insurance policy provides you and all of your dependants with the appropriate level of private patient hospital cover, you will be eligible to claim an exemption from the Medicare levy surcharge.

When completing myTax, you should:

At Medicare levy surcharge

1. Answer No to the question Were you and all of your dependants covered by an appropriate level of private patient hospital cover from 1 July 2017 to 30 June 2018?
2. Indicate the Number of days you do not have to pay the surcharge.
   In some instances, myTax may determine for you that you do not have to pay the Medicare levy surcharge.
   If not, and you and all of your dependants, including your spouse, were covered under the appropriate level of private patient hospital cover for the full year, enter 365 into Number of days you do not have to pay the surcharge.
   Otherwise, see Medicare levy surcharge to determine what to enter into Number of days you do not have to pay the surcharge.

At Private health insurance

3. Not show any Private health insurance policies.

If you have overseas student or overseas visitor health cover

If you are an overseas visitor, you can purchase Overseas student health cover (OSHC) or Overseas visitors health cover (OVHC) from an Australian-registered health insurer. These are not complying health insurance policies, and you will not be eligible for the private health insurance rebate.

When completing myTax as an overseas visitor with OSHC or OVHC, you should:

At Medicare levy surcharge

1. Answer No to the question Were you and all of your dependants covered by an appropriate level of private patient hospital cover from 1 July 2017 to 30 June 2018?
2. Indicate the Number of days you do not have to pay the surcharge.
   In some instances, myTax may determine for you that you do not have to pay the Medicare levy surcharge.
   For more information, see Medicare levy surcharge.

At Private health insurance

3. Not show any Private health insurance policies.