Disclaimers
A Tax Help disclaimer (PDF, 164KB)This link will download a file must be completed for each paper tax return, claim or form you help them complete. The completed disclaimer places all responsibility for the information provided in the tax return, claim or form with the person receiving assistance. Disclaimers are not required for online lodgments.
Disclaimers will be supplied to you by Tax Help.
Ask the person attending to read the disclaimer before they sign it. You should read it to them if they are unable to read it themselves.
Attach the disclaimer to the paper tax return or form to be posted to the ATO by the client.
Identifying Tax Help prepared lodgments
All lodgments completed with the help of Tax Help volunteers must include identifying information. The way it's identified depends on if whether it's submitted online or using a paper prior year tax return or form.
Online lodgments
When you submit a myTax return or refund of franking credits application online, input your Tax Help volunteer ID and the Tax Help centre ID under the 'How did you complete this Tax return' question.
When you submit a non-lodgment advice online, the system doesn't allow you to enter your Tax Help volunteer ID. These lodgments must instead be captured on the appointment record.
Printed prior year tax returns and other forms
You can't lodge prior year tax returns before 2014 online. You can download Prior years individuals tax return forms and schedules. If you are completing a paper prior year tax return or form, identify it by attaching the Tax Help disclaimer and writing on the front page:
- Tax Help
- Tax Help volunteer ID
- Tax Help centre ID.
Don't write over the year or dates.
It's the client's responsibility to post the completed form to the ATO. Advise the client to post the paper tax return or form to:
AUSTRALIAN TAXATION OFFICE
COMMUNITY EDUCATION AND ASSISTANCE
TAX HELP
GPO BOX 478
BRISBANE QLD 4001
This is not a reply-paid address, the client will need to provide an envelope and pay for postage.
National Tax Clinic program
The National Tax Clinic program helps people who may not be able to afford professional advice and representation with their tax affairs. The program is available to eligible individuals, small businesses, not-for-profit organisations and charities.
There are 15 Tax Clinics nationally. They operate independently with funding provided by the government and administrative support from the ATO.
Reimbursement claims
Accredited Tax Help volunteers will be reimbursed for eligible out-of-pocket expenses incurred while participating in the Tax Help program. If you incur eligible expenses you will need to complete a Tax Help volunteer reimbursement claim form (PDF, 206KB)This link will download a file.
For information about what you can claim a reimbursement for as a Tax Help volunteer and how to make a claim, see Tax Help reimbursement guidelines.
Feedback
We encourage you to provide feedback on the Tax Help program by email. This may include comments from people you have assisted or your own suggestions on ways to improve the service.
Contacting Tax Help
Contact us by email
Tax Help documents and enquiries can be sent to: TaxHelp@ato.gov.au.
Our preferred method of contact is email. Please notify us if your email address or any of your contact details change.
We encourage you to use the resources provided and the ATO website for further information whenever possible.
Contact us by phone
Tax Help enquiries can be directed to Tax Help on 1300 130 282.
If your call goes to voicemail, please leave a message with your name, volunteer ID, contact number, and details of your enquiry.
Contacting the ATO
If you have a technical question during a Tax Help appointment, the Tax Help hotline is available from 8:00 am to 8:00 pm Monday to Friday. This number is for Tax Help volunteer use only and will be provided to you once you're accredited. When phoning, clearly identify yourself as a Tax Help volunteer.
Advise clients who require help to phone the ATO on the following numbers:
- 13 28 61 for individual enquiries
- 13 10 20 for superannuation enquiries.
- 13 10 30 for the ATO Indigenous help line
Cards listing these and our other contact numbers are available.
If you experience problems with myTax, refer to the Help and support for myTax guide. If you need further assistance, contact the Tax Help hotline.
The Tax Help hotline can't help if you are having problems with Tax Help issued equipment. If you have an equipment issue or for all other enquiries, contact Tax Help.
Next steps
You have finished this section of Tax Help training. Please ensure you complete and forward any required assessments to Tax Help.
Return to: Tax Help program training.