Need some help doing your tax return? Our Tax Help program is here to give you a helping hand starting from July! And did you know it’s free and available to all Monash Caulfield students?!

We’re bringing you ATO-trained and accredited volunteers to provide free and confidential advice for you and make completing your tax return a piece of cake. They’ll be able to let you know if you need to lodge a tax return or not, and give you general advice if you require further assistance.

Ready to book an appointment? First things first... Please make sure you have a my.gov.au account that is linked to the ATO before getting to your appointment, as you’ll need this to be able to complete your tax return!

 


How do I book an appointment?

Book your appointment using your Monash student email address, and allow at least 48 hours prior to your chosen appointment time.

You’ll also need to read on below to check your eligibility, and make sure you’ve got the right documents and information on hand to have a successful appointment.

You will be contacted by a MONSU. Tax Helper 24 hours prior to your appointment booking.
Please respond to the email to confirm you appointment. Any bookings not confirmed will be cancelled.

CLICK HERE TO BOOK AN APPOINTMENT

 

YOU NEED TO KNOW...

If you can no longer attend your booked appointment, please send an email to volunteer@monsu.org. Our helpers are volunteers and we appreciate their time, please don’t leave them hanging.

Face-to-face appointments

  • Make sure you get there at least 10 minutes early. You won’t be able to show up late as this will not allow enough time to help complete your lodgement. Please email volunteer@monsu.org to reschedule if you know you’ll be more than a few minutes late. 

  • These appointments will take place in our new Tax Help Hub, located in Building S, Level 2. 

Online appointments

  • Your Tax Helper will send you the meeting link just before your appointment. Keep an eye on your emails!

 

WHAT YOU NEED TO BRING

  • Your myGov user ID and password (this is a must for us to be able to assist you)

  • Your bank account details (BSB and account number)

  • Your tax file number

  • An original or amended notice of assessment from any one of the last five years (the assessment needs to have been issued before 31st May this year)

  • Income statements from all sources

  • All your receipts for gifts, donations and work-related expenses

  • Details of any child support payments made

  • Details of any losses on investments in shares and rental properties (net investment losses).

  • If you had a spouse (married or de-facto) at any time during the financial year, you also need to bring details of their taxable income or a reasonable estimate

Helpful Information from the ATO

 

 

WHO CAN WE HELP?

We can help clients with an income of around $60,000 or less, who have simple tax returns and claims.

Examples of our typical clients include (but are not limited to):

  • Students with casual employment

  • Young people who have just started full-time work

  • New migrants to Australia

  • People who speak little or no English

  • International students

  • Salary or wage earners

  • People earning superannuation or dividend income

  • People receiving income from Centrelink

  • People with a disability.

Most will require help with both the tax information they need to enter into the tax return and with online lodgment. We’re able to be flexible when it comes to the income threshold, for example if you have a little over $60,000 we can still help you!

 

WHAT IS BEYOND OUR TAX HELP SCOPE?

Some areas of tax returns can be quite complex and a bit beyond the scope of our work. Read on below to see examples of complexities where you may need to see a professional tax agent. 

If you…

  • Ran your own business or use an Australian business number (ABN)

  • Operate under a labour hire agreement quoting an ABN

  • Receive any royalties

  • Receive income from either a public unit trust or a public trading trust

  • Owned or shared ownership in a rental property

  • Made a capital gain or capital loss by selling shares or other capital assets

  • Receive any foreign income, other than a foreign pension or annuity

  • Have income from an employee share scheme

We won’t be able to process your tax return at our help centre. For more complex tax matters like this, you’ll need to seek advice from a tax agent. You can also access the National Tax Clinic program.

 

Book an Appointment

MONSU Caulfield

Contact

MONSU Caulfield
Level 2, Building S
2 Princes Avenue
Caulfield East 3145
P. +61 3 9903 2525
E. hello@monsu.org

The Workshop

Mon-Fri. 9:30am-5:00pm
Exams Mon-Fri. 9:30am-3:00pm
Non Sem Tue+Thur. 10:00am-12:00pm
P. +61 3 9903 2525
E. workshop@monsu.org