Early Claim

Claim your tax refund prior to leaving Australia.

Early Claim

Are you leaving Australia before 1 July? If so, you can claim your tax refund before leaving Australia. You can also make an early claim if your visa has expired before the end of the fiscal year. It is possible to do your tax return by yourself but if you want to quicken the process then your tax agent will be of significant help in this regard.

Your eligibility criteria

ATO will only accept tax returns from those who meet the following conditions:

A foreign resident for tax purposes and you

  • Are leaving Australia permanently;
  • Will no longer derive Australian-sourced income (other than interest, dividend and royalty income)OR,

An Australian resident for tax purposes and you

  • Are leaving Australia;
  • Are ceasing to be an Australian resident for tax purposes;
  • Will no longer derive Australian-sourced income (other than interest, dividend and royalty income).

What documents do you require for your return?

The documents you need are:

  • Your TFN;
  • Full name, postal address, telephone number, bank details;
  • All your payslips;
  • Documents (receipts, bills, etc.) capable of an expense report serves as proof of expenses incurred in the work environment (e.g. clothing, tools) called “Work related expenses”;
  • The final payslips of PAYGs or (also called Group Certificate or Statement of Earnings). These two documents provided by your employer, show your wages and taxes levied on these salaries. It is essential to be in possession of your PAYGs provided by each employer;

Few tips regarding your early claim

  • Keeping your documents properly;
  • Make sure to use a tax agent for your tax return;
  • Ensure that you remember your TFN;
  • Don’t forget to collect necessary documents from your employers;
  • Properly workout your deduction/work related expenses if you are considering to lodge your tax return by yourself;

Let’s start the Journey!