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KylieATO(Community Support)Community Support
13 July 2024

How do I check my tax return's status?

No need to call us – simply check your tax return status by using the ATO app, or in just a few clicks check online via myGov. Easy as!


Remember, most tax returns lodged online can take 2-4 weeks to process. Paper returns can take 7 weeks to show in the system.


To check the progress in the app:

  • log in to the ATO app
  • select Your tax return for 2023–24 and your status will display.

To check the progress in myGov:

  • sign in to myGov
  • select ATO from your linked services
  • from the home page select Manage tax returns
  • then select the income year you are checking and your status will display.

What’s the status on my tax return mean?

Your return goes through different phases. If we need extra information throughout the process, we’ll contact you. You might see one or more of these statuses as it processes:


In progress – Processing

This status might pop up at two points during processing.

  • We’ve got your return and started processing it
  • We’ve finalised your return and will issue your notice of assessment.

In progress – Information pending

We’re getting all the information we need to finish up your return.


In progress – Under review

Your return is being reviewed manually. This takes time and can involve checking your past returns.


In progress – Balancing account

We’ve got the result of your return and are working out your refund or bill. We also check the result of your return with other Australian Government agencies – this can take a few extra days.


Extra processing time is required

We need more time to finish processing your return.


Processed

We’ve finished processing your return. You can view your estimated assessment issue date using the drop-down arrow.


Issued – Outcome

Your return is processed and, you can see your refund or bill. If you have a bill, select the Notice of assessment link to view the due date. Can’t pay it in full? Check out our article Setting up an ATO payment plan

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What does balancing account mean?

Balancing accounts indicates that we have the result of your return, and that we’re calculating your refund or bill based on your account balance.


Your return may still take a few more days while we review your accounts with us and other Australian Government agencies.


Why is my tax return showing as ‘cancelled?’

A cancelled transaction on your income tax account doesn’t necessarily mean your return has stopped processing, your return may be on hold.


We may be reviewing your return to ensure you have included all the information that has been reported to us. As a result, your return might show as cancelled for 24-48 hours.


It’s important you don’t lodge again while this is happening, this can slow things down. Please allow up to 2 weeks for your electronically lodged return to be finalised.


What does ‘extra time processing’ mean?

There are many reasons your return may take some extra time to process


It’s important to not lodge again or lodge an amendment before your return finishes processing.


Calling us won’t speed up the process. If we do need more information from you or your tax agent to help us finalise your return, we’ll reach out.


What’s the difference between ‘processed’ date and ‘effective’ date?

The processed date is the date we finish processing your return and update your tax account.


If you’re entitled to a refund, the effective date is usually the date we send your refund to your financial institution. You’ll need to check with your financial institution to find out how long it may take for them to process your refund.


If you have a tax bill, the effective date will be the date your payment is due.


Why is my refund lower than my estimate?

Your estimate is just that – an estimate. This can change based on a few reasons:

  • you have amounts owing to other government agencies like Centrelink or child support
  • your study loan balance is different to what you input
  • you over claimed your private health insurance rebate
  • you made a mistake on your return and we needed to correct it to match the information reported to us from another source (like your bank)

It’s best to wait until your return has finalised so you can review the changes on your Notice of Assessment


If your Notice of Assessment shows a different amount to your account balance, refer to your Statement of Account


If you do find yourself with a bill you can’t pay in full, don’t stress. Head to our article to help with Setting up an ATO payment plan


It can all be done online – easy as that.


Why can't I see a tax cut in my return?

The tax cuts announced by the Australian Government will apply to your wages and salary you earn from 1 July 2024. That means you'll see the tax cuts in your payslips not in your 2023-24 return.

For more info, see our news article Tax cuts are here from 1 July!

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5 replies
2,012 views
5 replies

All replies

NobodyH3R3(Newbie)Newbie
17 July 2024

What would solve this issue is having the system NOT give out a processed date and an effective date for possible payment within the "Account Summary" section. It screws with people.


When those dates do not update in the "Account Summary" section once the effective date passes, the progress is still "Balancing Account", nothing has been said to us, we cannot call in to find out what the deal is, we get automated responses from what I hope are actual bots and not real humans, it leaves the community in limbo.


It causes a lot of stress to an already over stressed, over worked, exhausted, underpaid nation of people. If the lodgement requires balancing, just change the "In Progress" status, do not put a processed and an effective date out there, at all. It does not help you and it does not help the mental health of the Australian community.


Yes people have been told to wait until lodging, but everyone knows people don't listen.

As the community manager, you should be completely aware of how a community of people works, you could be blue in the face and still have people doing this. There will ALWAYS be people who lodge early, and you need to figure out solutions, there is obviously a problem, find out where the problem begins, not just for everyone who lodges, but for the ATO staff as well.

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Give your return time to finish processing | ATO Community