As of 1 October 2015 Online Accounting and Taxation Solutions has changed name to Affinitas Accounting, you have now been redirected to the new page.

Putting my spouse on my tax return – BBQ Talk 23

How is my tax affected if I report my spouse on my tax return?

Ans (Tammy from Affinitas)

When you have a spouse, whether you’re married or in a defacto relationship, it is important to tell your tax advisor so their details can be included on your tax return. It doesn’t always effect your tax refund or payable, but it can depending on both your incomes. It could put you into a higher or lower income tier for Medicare surcharge purposes or private health insurance rebates. It can also effect the offsets you are entitled to.

If you are in a higher income tier and your spouse doesn’t have private health insurance, it can mean you will have to pay Medicare surcharge even if you have appropriate cover. Contact your tax advisor to find out whether your spouse will effect your tax return and what you can do to ensure they don’t cost you more tax.

If you are interested in the services that we offer and would like to have a chat with one of our friendly staff, please contact us on 3359 5244, visit our website or come see us in our Aspley Office and let us explain what we can do for you!

Need friendly advice? Talk to our staff today about how we can help your business succeed.

Subscribe to Affinitas Accounting's newsletter for our latest updates, tips of the trade in your email inbox.

  • This field is for validation purposes and should be left unchanged.