What is a tax return?
Understand what a tax return is and what information individuals usually need to include.
Summary
A tax return is the form or online process used to report income, claim deductions and offsets, and work out whether tax is payable or a refund is due.
What this means
The ATO provides instructions for lodging tax returns and for declaring different types of income. A tax return may include salary and wages, investment income, business income, deductions, offsets, and other information.
The exact information needed depends on your circumstances.
Typical actions
- Collect income statements and other income records.
- Collect deduction records.
- Check pre-filled information before lodging.
- Review ATO guidance for unusual income or claim types.
- Lodge by the applicable due date or use a registered tax agent.
Official ATO sources
Last checked: 20 June 2026
Your tax return
ATO hub for tax return information.
Income you must declare
Explains income categories that may need to be declared.
Records you need to keep
Explains records required for income and deduction claims.
Related questions
- What income do I need to declare?
- What happens if I lodge my tax return late?
- What is taxable income?
- What records should individuals keep for tax?
Important notice: Tax Clarity is an independent information tool. This page provides general information based on official sources. It does not provide tax, legal, financial, or accounting advice. Tax rules can change, and how they apply depends on your circumstances. For advice about your situation, speak with a registered tax agent or qualified professional.
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