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Tax Help

What is Tax Help?

Tax Help is a free, confidential service that helps eligible people lodge their tax return. Tax Help volunteers are trained and accredited by the Australian Taxation Office (ATO) to provide support with simple individual tax returns.

The service is available to people with straightforward tax affairs who need support to complete and lodge their tax return online.

You may be eligible for Tax Help if:

  • your income is around $70,000 or less for the income year
  • you have simple tax affairs
  • you are comfortable lodging your tax return online with support from a Tax Help volunteer


If you are unsure whether you are eligible, please check the ATO website before booking an appointment.

Can our Tax Help volunteers help you?

We can assist you to:

  • complete and lodge a simple individual tax return online
  • lodge an eligible amendment to a tax return
  • create or access your myGov account and link it to the ATO
  • lodge a non-lodgement advice if you do not need to lodge a tax return
  • claim a refund of franking credits, where eligible

If your tax situation is more complex, please refer to the FAQ's for other contacts who may be better suited to support you.

We cannot assist with:

  • If you worked as a contractor – i.e. a contract cleaner, taxi or Uber driver
  • business or sole trader tax returns
  • company, partnership or trust tax returns
  • complex investment or rental property income
  • capital gains tax matters (e.g. sold shares or an investment property)
  • if you received royalties or distributions from a trust, other than a managed fund
  • if you received foreign income, that is not a foreign pension or annuity
  • tax returns where the person's total income is above the Tax Help eligibility threshold (of $70,000)
  • tax advice or financial advice

Tax Help is designed for people with simple tax affairs.

How to book an appointment

Check Your Eligibility

Check if you are eligible, as well as ensuring that the type of support you require is included in this service.

Complete the Tax Help Intake Form

To request a Tax Help appointment (appointments are essential), please complete the Tax Help Intake Form.

Form Assessment

Our team will review your information, confirm your eligibility for the Tax Help service

We Will Contact You

We will contact you to arrange an appointment.

Tax Help appointments are available on Fridays from 14 August to 30 October 2026, and are subject to volunteer’s availability.

Tax Help Intake Form

What to Bring to Your Tax Help Appointment

Please bring:  

  • photo identification (such as a driver’s licence or passport)
  • your Tax File Number (TFN)
  • your myGov username and password or email you use for myGov (if you have a myGov account)
  • your mobile phone to receive your myGov SMS security code
  • your bank account details (BSB and account number) for any tax refund
  • a notice of assessment received in the last 5 years (if applicable)
  • information about bank interest, government payments or other income you received during the financial year
  • details of any work-related expenses or other deductions you wish to claim
  • your private health insurance statement (if applicable)
  • details of your spouse’s (married or de-facto) taxable income (or a reasonable estimate) if you had a spouse at any time during the financial year
  • any other tax documents that relate to your income or deductions

Frequently Asked Questions

How do I learn more about whether I am eligible?

You may be eligible for Tax Help if:

  • your income is around $70,000 or less for the income year
  • you have simple tax affairs
  • you are comfortable lodging your tax return online with support from a Tax Help volunteer


If you are unsure whether you are eligible, please check the ATO website before booking an appointment.

If your tax situation is more complex, please refer to a registered tax professional or:

Review the prior list on what to bring, however, if you are still unsure, please refer to the ATO website or call the ATO Infoline: 13 28 61 for more information.

Yes, you must register for an appointment, as appointments are essential to receive Tax Help.

Tax Help appointments are available on Fridays from 14 August to 30 October 2026, and are subject to volunteer’s availability.

You can request a Tax Help appointment by completing the Tax Help Intake Form.

Want to Learn More About Tax Help?

Email Our Team Members

financialhealthmailbox@ucwb.org.au

Call UCWB

08 8245 7177

Location

77 Gibson Street, Bowden SA 5007

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