Frequently Asked Questions

Here are some of our most frequently asked questions.

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We do not recommend booking an appointment until you have received your Private Health Insurance Statement, as your return can’t be lodged until we have this information. If you feel there is a delay in receiving your Private Health Insurance Statement, please follow up with your Private Health Insurance provider.

It takes some time at the beginning of the new financial year for Centrelink to compile and lodge its payment information with the ATO. Before they complete this, we do not have access to accurate records to complete your return. We recommend booking an appointment from the second week of July onward to ensure Centrelink has completed its processes.

Unfortunately, we do not receive a notification when Centrelink updates the ATO with an individual’s information. And we do not have the staffing resources to keep checking for individual clients during the busy period.

Here is a link to Services Australia that outlines what you need to do to get your Centrelink payment summary updates: https://www.servicesaustralia.gov.au/centrelink-payment-summary

What you need to bring to your appointment with your tax agent depends on your circumstances. Do you have a straightforward return, or do you own property and investments? Do you run a business?

Please click on the link for a comprehensive list of items your agent may require to complete your tax return: Preparing for Your Tax Return Appointment – DJ Grigg Financial

Can’t find the answer you are looking for? Feel free to contact our office.