Tax Help

This service is available from the beginning of July to the end of October each year and appointments take place in the Murdoch Guild Amenities building.

The Australian Tax Office provides The Murdoch Guild with trained volunteers to assist with simple tax affairs/returns. Volunteers have undertaken intensive training and have met the accreditation requirements to assist. Tax Help is a free service and is available to all staff and students as long as they meet the eligibility requirements.

Eligibility

Taxpayer’s income is around $50,000 or less for the financial year. This service is not available for tax payers with more complex tax affairs such as income from business, investment properties, rent, voluntary agreement or royalties. Taxpayers can check the full list of eligibility by contacting ATO on 132861.

Tax help volunteers can assist eligible tax payers in the following areas:

  • Completing straightforward personal tax returns and offering advice
  • Completing applications for refunds of imputation credits
  • Completing non-lodgement advice for those who do not need to submit a tax return

Book an appointment (form)

This form has been deactivated and is closed to any further submissions. (add date when it opens again?)

What do I need to bring to my appointment?

  • Tax file number
  • An original notice of assessment from previous years
  • Medicare card
  • Health insurance statement
  • Details of last year’s education tax refund claim (if any)
  • Your BSB and account number
  • All bank statements showing interest earned
  • All PAYG payment summaries from employers
  • Statements from Centrelink or Dept. veterans affairs
  • Payment summaries from super funds
  • Dividend, super and managed fund statements
  • Foreign income details
  • Termination payment summaries
  • Receipts for gifts, donations & work-related expenses
  • Any child support payments

A copy of the checklist for the appointment can also be downloaded here.

If you have any questions about the above information, please contact your Murdoch Guild Welfare Assist Officer on welfare@murdochguild.com.au or 9360 6583