2022 Tax Time


Well, it's the first week of the 2023 financial year and firstly, we would like to say thank you for your loyalty, patience and understanding with what has been another trying and disrupted year, but we think we are now all getting the hang of "living with COVID".

Over the last couple of years, we implemented a number of COVID-19 initiatives which we have decided to continue with due to the overwhelming amount of positive feedback received and it really has worked so well. 

The main comments have largely been around how convenient and efficient our new processes have been. So we want to make 2022 tax time just as convenient, seamless and advantageous for you.

Before we share the details of our comprehensive client checklist / questionnaires, we wanted to tell you about something new that will affect the preparation of 2022 tax returns and something we really need your assistance with.

COVID-19 payments

We know many of our clients would have received COVID-19 payments throughout the year and the ATO and Services Australia sadly are not making our lives easy on this front. We will not be provided this information and will be relying on our clients to provide it to us just like you do with receipts and other information not available to us on the ATO prefill reports.

Now not all COVID-19 payments will need to be included in your tax return so we have summarised the most common ones so you know which ones to gather information for us. If you are unsure, provide the details to us and we will be able to provide you with the confirmation if its assessable or not.

If you received a COVID-19 Disaster Payment during 2021–22, because state or territory health orders prevented you from working in your usual employment: 

If you received a Pandemic Leave Disaster Payment during 2021–22, you must include it in your tax return as income. These payments were made to eligible individuals who were unable to earn income because either: 

This information will not be provided to us so you must do the following:

If you received a COVID-19 Test Isolation Payment during 2021–22, you must include it in your tax return as income. These payments were made to eligible individuals who needed to self-isolate and lost income while waiting for their COVID-19 PCR result.

This information will not be provided to us so you must do all of the following:

Failure to include amounts received for the Pandemic Leave Disaster Payment and/or COVID-19 Test Isolation Payment will result in a future ATO initiated amendment.


The ATO have recently announced their key focus areas for Tax Time 2022 together with a heads up about their increased level of scrutiny on the correct reporting of deductions, so your completed questionnaire will assist immensely in the unfortunate event that your 2022 return is subjected to an ATO review or audit.

We have you covered with our comprehensive checklists/questionnaires though.

We ask that you make a start gathering your receipts and tax information from the various places you have them stored (tax folders, emails, filing cabinets, handbags, glove box etc) and put them in one place ready for you to complete your checklist/questionnaire that we have attached to this email or you can download one from our website.

Then depending on how you would like us to prepare your 2022 tax return from the options below, you simply provide that to us with your other documentation. 

Ways we can prepare your 2022 Tax Return 

1.    Email / Upload: You can email or use your Upload Folder to forward your completed questionnaire and documents. We will then draft your return and phone and/or email you with any queries. Once the return is completed, we will email you a copy of the return for approval and electronic signing. It’s that easy! 

2.    Phone or Online Appointment: you can request an appointment via our booking system. How many times have you had all good intentions on making a phone call to schedule a doctor/dentist/accountant appointment during your lunch break and then at 8 o’clock at night you realise you forgot to do it? Well, this year that won’t be a problem as you will be able to jump online and book a phone or online appointment. Save travel time and have your tax return prepared from the comfort of your work or home! You will just need to provide your questionnaire and documentation prior to the call. Please note that we do try to limit our tax return appointment days to Tuesdays. To book an appointment, please click here.

3.    In Person Appointment: You can also request an appointment via our booking system too. Just bear in mind that such an appointment may be subject to rescheduling to another day or may need to be done via phone or online appointment should a COVID/influenza situation arise. Please bring your completed questionnaire and supporting documentation to the appointment or email it to or use your Upload Folder beforehand. Please note that we do try to limit our tax return appointment days to Tuesdays. To book an appointment, please click here.

It’s our pleasure to be able to offer a number of options this tax season for our clients that are wanting to limit face to face meetings due to COVID-19/influenza or perhaps it’s simply a logistical nightmare to tee up a mutually suitable time in between work, school, sporting commitments. 

We would like to take this opportunity of thanking you for choosing us as your trusted advisor and tax agent and look forward to working with you again in 2022/2023.

Please note that we will not prepare any tax returns in October 2022 as Melissa is getting married and taking some time away for her honeymoon. 

Additionally, we will not start to work on tax return preparation until after 21 July 2022 to ensure there is enough time for pre-fill information to be provided to the Australian Taxation Office (i.e. shares, dividends and distributions, cryptocurrency, private health insurance, STP finalisation and more). 

Checklists, Questionnaires and Information Forms

Please download and complete the relevant documents below and return to us to enable us to prepare your income tax returns.

Tax Return Preparation Checklist Questionnaire

Rental Property Checklist Questionnaire

New Client Form (Individuals)

Motor Vehicle Logbook

ATO Tax Time Tool Kits

Community Support Worker or Direct Carer
Doctor, Specialist, Medical Practitioner
Hairdresser or Beauty Therapist
Hospitality Worker
Nurse or Midwife
Office Worker
Police Officer
Real Estate Professional
Small Businesses

Private Health Insurance Rebate Adjustment
Up until 30 June 2012, if you had private health insurance you were eligible for a rebate from the Australian Government to help cover the cost of your premiums – for most clients this equated to a 30% discount on the premiums.

From 1 July 2012, the private health insurance rebate has been income tested. The table below details the different rebate amounts and Medicare levy surcharge levels (for those without appropriate private health insurance). The income referred to is ATI (adjusted taxable income) - * plus $1,500 for each dependent child after the first


Tier 1
Tier 2
Tier 3
$90,000 or less
$140,001 or more
$180,000* or less
$280,001* or more
Rebate – 1/7/21 to 30/6/22
Aged under 65
Aged 65-69
Aged 70 or over
Medicare levy surcharge


If your income is above these thresholds and you have been receiving the full rebate during the year from your health fund, you will need to pay some of this money back to the ATO when we lodge your 2022 tax return. We recommend that you notify your health fund immediately to change your premiums for the 2023 year.

If you are unsure of your projected 2023 income levels, we recommend that you pay 100% of your premiums to your health fund, and if you are entitled to a tax offset, we can claim in your 2023 tax return.

If you are thinking of dropping your cover altogether as you are no longer eligible for the larger rebate, we suggest that you carefully consider any change. This is due to the fact that high income earners who do not have the appropriate private hospital cover may find they are liable to the Medicare Levy Surcharge of up to 1.5% (of your adjusted taxable income), in addition to the standard 2% Medicare Levy (of your taxable income). That is a total of 3.5% in Medicare levies.

Should you require any assistance, please do not hesitate to contact our office.

Proof of Identity Requirements

The Australian Taxation Office (ATO) has seen an increase in attempts by criminals to commit refund fraud by stealing the identities of taxpayers and as such they and the Tax Practitioners Board (TPB) are introducing new client verification standards for all registered tax practitioners to comply with.

This means that for all of our new clients, in addition to us asking all of the usual personal details such as name, date of birth, tax file number, address etc, we will also need to cite Proof of Identity (POI) documents.

For our existing clients, we will attend to this progressively as we work with them and/or when they advise us of a change to their details.

We are not required to retain copies or originals of any identification documents you provide to us as this may increase our risk of being targeted by criminals undertaking identity theft.

All we will need to do is cite either:

  1. An original or certified copy of a primary photographic identification document; or
  2. Both of the following:
    • an original or certified copy of a primary non-photographic identification document; and
    • an original or certified copy of a secondary identification document.

See table below for what documentation
you need to have ready for us to cite

To demonstrate to the ATO and TPB that proof of identity steps were undertaken by us, we will keep a record of the following details:

We re-iterate that we will not take copies of your documents, retain them or any ID numbers from those documents; and

We thank you for your co-operation as we comply with new client verification standards required of us by the ATO and TPB to reduce the incidence of identity fraud and to help stamp-out tax fraud.


A driver licence or permit from Australia or overseas, including a digital driver licence
An Australian birth certificate, birth extract or citizenship certificate
A notice from the ATO or other government agency, such as Centrelink, that contains the individual’s name and residential address, issued in the past 12 months
An Australian passport
A foreign birth certificate or citizenship certificate
A municipal council rates notice or a utilities bill (such as a water, gas or electricity bill) that contains the individual’s name and residential address, issued in the past three months
A government proof of age card issued in Australia
A government issued concession card, such as a pensioner concession card, a health care card, or a senior’s health care card.
A Medicare card
A foreign passport issued by a foreign government or the United Nations
For an individual aged under 18, a letter from a school principal issued in the past three months that details the individual’s name, residential address and when they attended the school, or a student card if available
International travel documents issued by a foreign government or the United Nations
Electoral roll details (checked against
A national identity card issued by a foreign government or the United Nations
An ImmiCard provided by the Department of Home Affairs.

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