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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 2018.

    We will start full processing of 2017–18 tax returns on 6 July 2018 and expect to start paying refunds from 17 July 2018.

    Find out more about preparing for tax time:

    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: 31 May 2018QC 45681