Medicare Benefit Tax Statement
Quick links
Request a Medicare tax benefit statement
If you are doing your tax online, you can download this information straight into your tax return via ATO's e-tax application.
Not doing your tax online? If you are registered for Medicare Online Services you can download a copy of your statement instantly. You can ask for your statement via a Financial Tax Statement Request Form, call us on 132 011, visit a Service Centre or talk to your tax agent.
If you need a statement that's more than two years old or for a previous Medicare card, download a Request for a Medicare benefit tax statement form and post it to one of the addresses on the form.
Your Medicare benefit tax statement has information about medical services and expenses for your chosen Medicare card. It is based on Medicare claims processed within the financial year—not necessarily services performed within the financial year. For example, if the medical service was performed in 2010–11 and not processed by us until 2011–12, the medical service will appear on your 2011–12 Medicare benefit tax statement.
Only services a Medicare benefit has been paid for are included in the statement. It does not include bulk bill and in-hospital claims.
The statement may help you when claiming the net medical expenses tax offset in your tax return. If your net medical expenses (including Medicare and non-Medicare items) are over the Australian Tax Office's (ATO) net medical expenses threshold, you can claim an offset of 20 per cent (that is, 20 cents in the dollar). Information about threshold amounts for the current financial year is available on the ATO's 20% tax offset on net medical expenses webpage.
To claim the offset, you need to know the total amount of medical expenses you paid for yourself and your dependants during the financial year. You then deduct any refunds you received during the financial year from Medicare benefits or your private health fund.
You need to know
Requesting statements for other people
You can ask for a Medicare benefit tax statement for yourself and other people under the age of 18, who are listed on your Medicare card.
You can also ask for tax statements for other people listed on your card who are 18 or older. However, due to privacy reasons, we will send the statement to those people at the address we have for them in our records.
You can only ask for a tax statement if you are 14 or older.
First steps
Request a Medicare benefit tax statement
Find out how you can ask for a Medicare tax statement.
People on two or more Medicare cards during a financial year
If you have been on more than one Medicare card during a financial year, you will need to send two requests to get your Medicare benefit tax statements:
- For your current Medicare card, see 'Request a Medicare benefit tax statement'.
- For a previous Medicare card, you will need to make a request in writing using a Request for a Medicare benefit tax statement form You will then need to post this to one of the addresses on the form.
Note: If you have transferred off another card, you can make a request for your information from that card.