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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 your client does not need to lodge
    • review security to help stop fraud.

    The lodgment due dates for your clients will be available in Online services for agents by the end of July 2020.

    We will start full processing of 2019–20 tax returns on 5 July 2020 and expect to start paying refunds from 16 July 2020.

    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 information
    • spouse details, including details of income.
    Last modified: 28 May 2020QC 45681