Keeping track of your tax return's progress is essential to ensure you receive any refunds promptly and address any issues that may arise. The Australian Tax Office (ATO) provides several convenient ways to check the status of your tax return. Here's how you can stay updated:
Online Tracking with ATO Online Services
The quickest and most efficient method to track your tax return is through the ATO's online services. By linking your ATO account to your myGov account, you can easily monitor the progress.
Steps to Check Online:
Sign in to your myGov account.
Select ATO from your linked services.
From the home page, select "Manage tax returns."
Choose the income year you are checking.
The status of your tax return will be displayed, showing how it is progressing.
Using the ATO App
Another convenient option is the ATO app. This app allows you to check the status of your 2023-24 tax return on the go.
Steps to Check via ATO App:
Log in to the ATO app.
Select "Your tax return for 2023–24."
The status will be displayed on the screen.
For additional information, use the help function by selecting '?' at the top right-hand side of the screen.
Phone Service
If you prefer checking by phone, use the ATO's self-help phone service.
Steps to Check by Phone:
Call 13 28 65 and have your tax file number ready.
Choose option 1, then option 1 again.
Through Your Registered Tax Agent
If you lodge your tax return through a registered tax agent, either you or your agent can check the progress at any time by signing in to ATO online services.
Understanding the Status of Your Tax Return
When checking the progress of your tax return, you may encounter various statuses. Here’s what they mean:
In progress – Processing: Your return is being processed. This could be the initial receipt or the final stage before issuing a notice of assessment.
In progress – Information pending: Additional information is being collected to complete your return. The ATO will contact you if more details are needed.
In progress – Under review: A manual review is being conducted to ensure accuracy. Prior year returns may also be reviewed.
In progress – Balancing account: The ATO is balancing your tax return results with other accounts and calculating any refunds or amounts due.
Extra processing time required: More time is needed to finalize your return. The ATO will contact you if more information is needed.
Processed: Your return has been processed, and you can view the estimated assessment issue date.
Issued – Outcome: Your return is processed, and you can see the refund or amount owing. For amounts owing, view the Notice of Assessment for the payment due date.
Handling a Cancelled Transaction on Your Income Tax Account
A cancelled transaction does not necessarily mean your return has stopped processing. It might be on hold for a review. This can result in your lodgment showing as cancelled for 24-48 hours. Do not attempt to lodge your return again during this period. Allow up to two weeks for an electronically lodged return to be finalized.
Tracking your tax return is straightforward with the ATO's online services, app, phone service, or through your registered tax agent. Staying informed about your tax return's status helps ensure you address any issues promptly and receive any refunds without delay. For any assistance or to ensure your tax return is accurate, consult Precent Tax & Accounting Services. We're here to help you navigate the tax season smoothly.
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