Prepare for tax time

To prepare for tax time, we recommend you:

• update your client list
• check your clients' lodgment program due dates
• advise us when a return is not required
• review security to stop fraud and protect your clients.

The lodgment due dates for your clients will be available in Online services for agents by the end of July 2021.

We will start full processing of 2020–21 tax returns on 7 July 2021. We expect to start paying refunds from 16 July 2021.

Find out more about our service commitment.

When setting up appointments with your clients, remind them to provide the information you need to prepare and lodge their tax returns, including their:

• personal identification
• Australian financial institution account details
• Medicare card or number
• private health insurance information
• spouse details, including details of their income.

This will help prevent delays in processing their return.