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  • Prepare for tax time

    To prepare for tax time, we recommend you update your client list, check your clients' lodgment program due dates, advise us if a return is not necessary and review security to help stop fraud.

    The lodgment due dates for your clients will be available on the Tax Agent Portal by the end of July 2017.

    We will start full processing of 2016–17 tax returns on 7 July 2017 and expect to start paying refunds from 18 July 2017.

    Follow the links below to find out more about preparing for tax time:

    Next steps:

    When setting up appointments with your clients, remind them to provide the information you need to prepare and lodge their tax returns, including:

    • personal identification
    • Australian financial institution account details
    • Medicare card or number
    • private health insurance statement
    • spouse details, including details of income.
    Last modified: 26 May 2017QC 45681