Do you need to lodge a tax return?
So we can pay you the right amount of family assistance, you and your partner need to lodge a tax return each year or tell us that you don’t have to lodge one.
Find out if you need to lodge a tax return
Most people need to lodge a tax return, but there are some exceptions. The quickest and easiest way to find out if you need to lodge a return is to use the online tool on the Australian Taxation Office (ATO) website.
If you don't need to lodge
If you or your partner don't need to lodge a tax return, you need to tell us and confirm your income for the year. The quickest and easiest way to do this is using your Centrelink online account through myGov, the Express Plus Centrelink mobile app or your One Time Access Code.
In some situations, we won't be able to accept your advice that you or your partner don't need to lodge a tax return. This will happen for example, where you or your partner:
- had a taxable income above the tax free threshold
- were entitled to receive, or had to pay child support
- had an interest in a business or were self-employed
- had tax withheld from your payment or income, or
- had reportable fringe benefits or reportable superannuation contributions
We will refer you to the ATO to check your details and either lodge an income tax return or complete a 'non-lodgement advice'.
Even if you have told us you don't need to lodge a tax return, we may still confirm your income with the ATO. We will use data such as payment summaries lodged by your employers and declarations from financial institutions about interest earned or dividends received.
If you pay or receive child support and you don't have to lodge a tax return, you should still tell Child Support what your taxable income is. The easiest way to do this is using your Child Support online account through myGov, or the Express Plus Child Support mobile app. Alternatively, you can contact Child Support or use the Child Support income declaration form.
How to use your One Time Access Code
You can also tell us if you or your partner don't need to lodge a tax return using a One Time Access Code. If we have sent you a letter, SMS or email reminding you to lodge your tax return or to tell us if you or your partner don’t need to lodge one, we will have included a One Time Access Code. If you have your One Time Access Code and your Customer Reference Number, you can tell us you or your partner are not required to lodge a tax return right now.
If you need to lodge
If you need to lodge a tax return, please do so as soon as possible so we can pay you the right amount of family assistance. We use the information you give to the ATO to work out how much family assistance you're entitled to. This is balanced against the income estimate you provided to us, and any payments you received during the year. If you have a partner, we are required to take their information into account as well.
Once we've balanced your entitlement, we'll send you a letter to let you know the outcome. You don't need to contact us. Lodging your tax return as soon as you can will ensure you continue to get the right payments on time. If you claim your family assistance after the end of the financial year, you and your partner need to lodge tax returns and have your income details confirmed by the ATO before we can pay you.
Please note that supplying details to your accountant or tax agent does not mean your tax returns have been lodged with the ATO. If you are unsure if your tax return has been lodged with the ATO, check with your accountant or tax agent.
If you haven't lodged a tax return
If you and your partner haven't lodged your tax returns with the ATO or told us you don't need to lodge within 1 year after the end of the financial year:
- you'll lose access to additional payments like the Family Tax Benefit supplements
- you may have to pay back any Family Tax Benefit you received that year, and
- your fortnightly Family Tax Benefit payments may be stopped
If there are special circumstances that prevent you or your partner from lodging a tax return or telling us you are not required to lodge within the 1 year timeframe, let us know.