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myTax 2014 eligibility

These instructions help you determine if you are eligible to use myTax.

Previous period

Applies to 1 July 201330 June 2014

You must be eligible to use this service

MyTax could be ideal for you if:

  • you were an Australian resident for tax purposes from 1 July 2013 to 30 June 2014
  • your only income was from salary and wages, allowances, bank interest, dividends and/or Australian Government payments
  • your only deductions are for work-related expenses, expenses relating to income from interest or dividends, gifts and donations and/or the cost of managing your own tax affairs
  • your only tax offsets are the Seniors and pensioners tax offset, the zone and overseas forces tax offset and/or the private health insurance rebate.

You are not eligible to use myTax 2014 if any of the following applied to you during the 2013-14 financial year.

You had:

  • business income or loss, including as an independent contractor
  • rental property
  • distribution from a partnership or trust, including a managed investment trust
  • capital gain or loss
  • foreign income
  • lump sum payment
  • a discount on an employee share scheme
  • superannuation income stream
  • superannuation lump sum payment
  • employment termination payment
  • deductions for personal superannuation contributions
  • dividend deductions greater than dividend income
  • tax-free government pension or payment
  • you paid child support
  • credit for interest on early payments.

You are also not eligible to use myTax 2014 if you had a spouse (married or de facto) and any of the following applied:

  • You made superannuation contributions on their behalf.
  • Your spouse had foreign income.
  • Your spouse received a superannuation lump sum with a taxed element and it was paid on or after their 55th birthday and before their 60th birthday.
  • Your spouse paid child support to a third party.

You are not eligible to use myTax 2014 if your income less than $48,516 and both the following applied:

  • You made a personal super contribution.
  • You had joint income (eg. a joint bank account).

You are also not eligible to use myTax 2014 if you were entitled to any of the following tax offsets:

  • Spouse (without dependent child or student)
  • Net medical expenses
  • Dependent (invalid and carer).

You are not eligible to use myTax 2014 if you either:

  • became an Australian resident during 2013-14 or
  • stopped being an Australian resident during 2013-14.

If you are not eligible to use this service, you can complete a paper tax return or use a registered tax agent.

If you are eligible to use myTax, you can Lodge online.

Instructions on completing your individual tax return using myTax.

Last updated 13 October 2015

QC38870