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How to Claim Your Tax Return in Australia (and Avoid Scams!)

By 2025 年 6 月 16 日26 6 月, 2025Nest 澳洲生活

Tax season in Australia starts on July 1, and if you’ve been working—whether as a backpacker, student, or full-time employee—you might be eligible for a tax refund. The good news? Lodging a tax return is easier than you think. But during this time, scammers also become active, so 

In this guide, we’ll walk you through:

  • When and how to lodge your tax return
  • Whether to lodge it yourself or through an accountant
  • What documents you’ll need
  • How long refunds take
  • And most importantly, how to avoid common tax scams

1. When is Tax Time in Australia?

Australia’s financial year runs from July 1 to June 30 of the following year. You can lodge your tax return from July 1, with the deadline being October 31 each year.

If you’re using a registered tax agent, you may be eligible for an extension—but only if you contact them before the deadline.

2. Should You Lodge It Yourself or Use a Tax Agent?

✅ Lodge it Yourself (DIY) if:

  • You have a simple tax situation (e.g., one employer, no investments or property)

  • You’re on a working holiday visa or student visa

  • Your income is low and you want to save on accountant fees

  • You’re comfortable using online tools

👉 Use the official ATO system via myGov:

  • Link your ATO account

  • Use the myTax tool to complete and lodge your return online

✅ Use a Tax Agent if:

  • You have multiple jobs, freelance income, or run a business

  • You have investments, own property, or trade stocks

  • You’re unsure how to maximise your refund

👉 Make sure the accountant is a registered tax agent. You can check their registration on the Tax Practitioners Board website.

3. What You’ll Need to Lodge a Tax Return

Here’s a checklist of the documents and info you’ll need:

  • Your Tax File Number (TFN)
  • Your Income Statement (provided by your employer and available on myGov)
  • Bank interest details (if applicable)
  • Receipts for work-related expenses or deductions (e.g. uniforms, tools, union fees)
  • Private health insurance information
  • Superannuation (retirement fund) details

4. How Long Until I Get My Refund?

After lodging your tax return, most people receive their refund within 2–3 weeks, paid directly to your nominated bank account.

More complex returns, or those selected for review, may take longer.

5. Beware of Tax Scams During Tax Season!

🚩 1. A “Tax Agent” Asking for Your myGov Username and Password

Red flag: Legitimate accountants will never ask for your myGov login details.

 What they should do instead:
They use professional tax software and only need your basic information (e.g., TFN and income).


🚩 2. Fake Emails or Texts Claiming to Be from the ATO

Scam messages may say things like “You owe a tax fine” or “You’re eligible for a refund—click here”.

 Stay safe by:

  • Never clicking suspicious links
  • Knowing that the ATO does not send login requests via email or SMS
  • Contacting the ATO directly at 13 28 61 to verify any message

🚩 3. Tax Services That Charge High Fees for “Bigger Refunds”

Some untrustworthy agents promise large refunds—but they may exaggerate claims or falsify data, which can get you into trouble.

✅ Tip: Always use registered tax agents with transparent pricing and a physical business address.

6. Three Simple Steps to DIY Tax Lodgement

  1. Log in or create a myGov account, and link it to the ATO
  2. Check your Income Statement (it should be marked as “Tax Ready”)
  3. Use myTax to fill in your income, deductions, and submit your return

 

Final Thoughts: Tax Returns Made Simple (and Safe)

Filing your tax return doesn’t have to be stressful. With the right tools and a bit of caution, you can easily get back the refund you deserve—without falling for scams.

Remember:

  • Never share your myGov password
  • Always verify who you’re speaking to
  • And when in doubt, check directly with the ATO or a registered tax professional

 

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