Same Day Refund - Conditions

To determine your eligibility for a Same Day Tax Refund we will consider a number of factors.
Most people who request a Same Day Tax Refund are approved.

Identification Requirements

The Australian Taxation Office requires that you provide the following identification documents:

  • Current government issued photo identification eg. Driver’s License, Passport, Proof of Age Card
  • Most recent bank statement

Eligibility Requirements

You must have a good tax history with no outstanding tax lodgements or Activity Statements

You must have payment summaries covering the full financial year

Must have signed our Direct Debit Request form

Your tax refund must be higher than the total of any debts owed to any government departments, including:

  • Australian Taxation Office
  • Centrelink
  • Family Assistance Office
  • Child Support Agency

We will contact any relevant government departments during your consultation to determine your eligibility. In order to prevent delays in our office, if you have received Centrelink, Family Assistance (FTB) or if you have dealings with Child Support Agency we recommend that you also provide:

  • Confirmation of your account balance
  • MyGov Login (if you do not have a current paper statement)
  • Family Income Estimate for the current income tax year (if receiving Family Tax Benefits)

Failure to declare these debts at the time of your appointment may prevent you from receiving a Same Day Tax Refund or result in additional fees.

Other Conditions

  • Same Day Refund Cheques are issued at the discretion of the manager
  • Your tax preparation fee is payable even if you are not approved to receive a Same Day Refund
  • We are unable to determine if you qualify for a same day refund until your tax return is completed and we are able to confirm any debts.
  • All prior year tax returns and Activity Statements must have been lodged and assessed by the ATO
  • A direct debit request needs to be signed which will be used to recover our fees in the event that we do not receive your tax refund back from the Tax Office
  • You must have payment summaries covering your income for the whole year
  • Additional Search fees will apply if you are unable to provide documentation to support your current debt. This covers our time to retrieve this information from the relevant agency

What if I have Government Debts?

  • If your tax refund is more than the total of your debt and our fees you may still be eligible for a Same Day Refund If you have received any payments from Centrelink or the Family Assistance Office in the last 3 years we recommend registering for online access to their website before your appointment to avoid delays as we will need to confirm that you do not currently have a debt:
    www.humanservices.gov.au
  • If you either pay or receive Child Support Payments we will require your latest statement of account or you can register for online access before your appointment at:
    www.childsupport.gov.au

What if I do not qualify for a same day tax refund?

If you do not qualify for a Same Day Refund talk to our friendly staff about our 3-5 Day Tax Back ASAP product. For an additional fee we can advance you your tax refund up to 2 weeks before it is due to issue from the ATO.