Form for subject
NAT 72774-07.2019 DE-8630_AC
Tax Help
Appointment confirmation
It’s easier to manage your Tax and Super with myGov. Don’t have myGov? We can help you.
To prepare your taxreturn, you must bring
thefollowing information (whereapplicable)
toyourappointment:
n your myGov user ID and password
n your mobilephone
n your tax file number
n a notice of assessment received in
thelastfiveyears
n your BSB and bank account details
n your Medicare card or number
n your private health insurance statement
showing your fund details
n all your statements from banks and financial
institutions showing interest you received
duringthe income year
n all your PAYG summaries, income statements
and final payslip of the financial year
fromallemployers
n all your payment summaries and income
statements from super funds
n details of all your income fromCentrelink
orDepartment of Veterans’ Affairs (including
details of any tax-free pensions or benefits)
n all your dividend, super and managed
fundstatements
n all your foreign income details and pension
statements ordetails of the amounts
youreceived
n all your employment termination payment
summaries
n all your receipts for gifts, donations and
work-related expenses
n your details of any child support
paymentsmade
n your details of any losses oninvestments
inshares andrental properties
(netinvestmentlosses).
n Should we need to call theATO on your
behalf,you will need to pass an identity
check.Turn over for list of IDdocuments.
If you had a spouse – married or de-facto – at any time during the financial year,
youalsoneedto bring details oftheir taxable income, including any of their documents, to your
appointment. We will need this information to complete certain labels on your income tax return.
Ifyou cannot find out your spouse’s exact taxable income, you will have to make a reasonable
estimate of the amounts received by your spouse.
APPOINTMENT DETAILS
Day Month Year
Date
: :
From To
Time
Centre
If you are unable to keep your appointment,
contact us on this number.
Centre phone
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Getting started
To get started with ATO online services for individuals you will need to create a myGov account and
link to the ATO.
Create a myGov account
myGov is a fast, simple way to access government services online. A secure myGov account lets you
link to a range of Australian Government services with one username and password, all in one place.
Step 1: Go to my.gov.au to create a myGov account and agree to terms of use
Step 2: enter an email address
Step 3: enter your mobile number
Step 4: create password
Step 5: create secret questions
Account created
To link the ATO to your myGov account you need to sign-in using security codes. To update your
sign-in option, go to ‘Account settings’ in myGov, select ‘Sign in-option’, set as ‘Receive a code by
SMS’ or if you’re traveling overseas ‘myGov Access app’.
Link the ATO to your myGov account
Select the Services tab on your myGov home page and select Australian Taxation Office. You will be
prompted to update your sign-in option to use security codes if you did not add your mobile number
when creating your myGov account.
You will need to provide additional information to identify your ATO record, including your given name,
surname, TFN and date of birth. You will then need to confirm your identity by answering two
questions specific to you, using information contained in two of the following:
n a notice of assessment received in the last five years
n a PAYG payment summary received in the last two years
n a super account statement from the last five years
n a dividends statement from the last two years
n a Centrelink payment summary from the last two years, or
n your bank account details. If you choose to use your bank account to confirm your identity, it must
be an account you had your individual income tax refund paid into last year, or one that has earned
interest in the last two years.
If you do not have enough information, you will need to call us on 13 28 61 to get a unique linking
code to help you complete this process. When you call, make sure you have your identification
information ready.
Go to ato.gov.au/online for help with creating a myGov account and linking to the ATO.
Proving your identity
You will need to identify yourself if we need to call the ATO. These documents help us prove your
identity. Please bring as many of these items with you:
n Australian driver licence or learners permit
n Australian passport
n Australian birth certificate
n Australian marriage certificate
n Australian citizenship certificate
n Overseas passport with Australian visa
n Immicard
n Change of name certificate
n Any correspondence from the ATO
n Previous tax return not more than 5 years old
n Centrelink CRN
n Superannuation account statement