Key points
- A smaller refund can be correct.
- Check all income, tax withheld, deductions and assessment adjustments.
- An amendment can increase a refund or create additional tax payable.
Why a refund may be lower
The outcome can change because income increased, less tax was withheld, a deduction was not available, Medicare levy applied, or the ATO offset an amount against another tax debt. Comparing your refund with another person is not a reliable test.
Documents to review
- Notice of Assessment and lodged return
- Income Statements, payslips and ABN income records
- Receipts and work-use calculations
- Medicare and residency information
When an amendment may be needed
The ATO amendment process can correct an error or omission, such as missing income, a missed deduction or an employer update after lodgment. Wait until the original return has been processed and check the applicable amendment time limit.
Review and amendment support
- Document and refund calculation review only: $50
- Tax return amendment support: $250 + GST
These fees do not guarantee an additional refund. The review may also identify tax payable or further information requirements.
Official sources
General information only. Your amendment and tax outcome depend on individual circumstances.