Tax Help 2018

Before you arrive for you appoinment,

1. Make sure you are eligible for Tax Help

2. Assemble the documents and Identification you will need, Refer to list below

3. Create a myGov account if you don't already have one

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Are you eligible for Tax Help?

You are eligible for Tax Help if your income is around $60,000 or less for the income year and you did not:

• work as a contractor, for example a contract cleaner or taxi driver

• run a business, including as a sole trader

• have partnership or trust matters

• sell shares or an investment property

• own a rental property

• have capital gains tax (CGT)

• receive royalties

• receive distributions from a trust, other than a managed fund

• receive foreign income, other than a foreign pension or annuity.

What to bring

Remember to bring these to your appointment:

• your myGov user ID and password

• your bank account details (BSB and account number)

• your tax file number

• all your PAYG summaries from your employers

• an original or amended notice of assessment from any one of the last five years

• income statements from all sources

• all your receipts for gifts, donations and work-related expenses

• details of any child support payments made

• details of any losses on investments in shares and rental properties (net investment losses)

• details of your spouse's (married or de-facto) taxable income or a reasonable estimate if you had a spouse at any time during the financial year.