Catching up on overdue tax returns
One year or several, we'll help you get up to date.
Bringing prior-year tax returns up to date is a regular part of our work. Whether it's a single return that slipped through or several years, we'll work out exactly what's needed and get each one lodged.
How it works
Book an appointment
Let us know when you book that you have returns to catch up on. Bring your photo ID and any paperwork you have. It doesn't matter if it's incomplete.
We check what's outstanding
As your registered tax agent, we can see which years the ATO is expecting a return for and much of the income information it already holds, such as income statements from employers.
We fill in the gaps
Together we work out what's still missing for each year, whether that's deductions, bank interest or investment income, and how to find it.
Your returns are lodged
We prepare and lodge each year's return, and explain the outcome. If there's a balance to pay, we can talk you through your options with the ATO.
Common questions
How many years can you lodge?
As many as are outstanding. We'll check your ATO record to see exactly which years are needed. Sometimes it's fewer than you expect, because a return may not be required for years when your income was low.
I've lost my payment summaries and receipts. Can you still help?
Yes. We can see much of your income information directly from the ATO, including income statements from employers, bank interest and government payments. For deductions, we'll work out what records you can still get hold of.
Will I get a penalty for lodging late?
The ATO can apply penalties for late lodgment, but it generally takes into account people who come forward and bring their returns up to date. We can't promise any particular outcome, but lodging is the best next step either way.
What if I end up owing money?
Many people with overdue returns are actually owed a refund. If you do have a debt, the ATO offers payment plans, and we can help you understand what's involved.
Can you help with overdue business returns or BAS too?
Yes. We also bring sole trader, company and trust returns and outstanding activity statements up to date.
Need help with this year's return too? See our individual tax returns and sole trader services.
Ready to get up to date?
Book an appointment and bring what you have. We'll work out the rest together.