What all documents do I need to provide and how?

What all documents do I need to provide and how?

You will be sent an ASK Form on your provided email id. 

List of documents depends case to case and thus the ASK Form will include the questions which are relevant to your tax return. 

However, the mandatory documents are mentioned below: 

  1. Photo ID (For new client and not existing clients)
  2. PAYG Summary (At times the PAYG is not reported to ATO from your employer and thus we cannot rely on ATO prefill, you need to add all the PAYG summaries from all your jobs done in Financial Year (1 July 2019 – 30 June 2020).
  3. Bank statement (For refund provide your Australian bank account details – BSB and bank account number) 
  4. VISA Copy (For Temporary residents we need visa details to claim Medicare exemption)
  5. Medicare Form (To claim Medicare exemption fill the Medicare form, for any questions related to Medicare, check FAQ section for How to fill Medicare Form)