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myTax 2024 Australian Government pensions and allowances

How to report pensions and allowances from the Australian Government when you lodge your return using myTax.

Published 2 June 2024

Things to know

The following payments are declared at this section:

  • age pension
  • carer payment (in some circumstances, the carer payment is not taxable and should not be included at this section. Visit Amounts that you do not pay tax on to learn more)
  • disability support pension – if you have reached age-pension age
  • education entry payment
  • parenting payment (single)
  • age service pension
  • income support supplement
  • veteran payment
  • invalidity service pension – if you have reached age-pension age
  • partner service pension (in some circumstances, the partner service pension is not taxable and should not be included at this section. Visit Amounts that you do not pay tax on to learn more).

Don't include any tax-exempt Australian Government pensions. For a list of the most common types of exempt Australian Government pensions, allowances and payments, see Amounts that you do not pay tax on.

You may need to show the amounts that are not taxable at Tax-free government pensions or benefits.

Completing this section

You will need either:

  • your PAYG payment summary – individual non-business
  • a letter from the agency that paid your pension, allowance or payment stating the amount you received.

If you can’t find or have not received this information, contact the agency that paid you.

We pre-fill your tax return with Australian Government pension or allowance information provided to us. Check them and add any other Australian Government pensions or allowances you received that have not pre-filled.

To personalise your return to show Australian Government pensions and allowances, at Personalise return select:

  • You received salary, wages or other income on an income statement/payment summary, Australian Government payments, or First home super saver (FHSS) scheme payment
  • Australian Government payments such as JobSeeker, Youth Allowance, Austudy, pensions etc.

To show your Australian Government pensions and allowances, at Prepare return select 'Add/Edit' at the Income statements and payment summaries banner.

At the Australian Government payments such as pensions and carer payments banner:

  1. For each Australian Government pension or allowance not pre-filled in your tax return, select Add and enter information into the corresponding fields.
  2. Select Save.
  3. Select Save and continue when you have completed the Income statements and payment summaries section.

You may be entitled to a tax offset on this income. You will need to complete Seniors and pensioners (includes self-funded retirees) in the Offsets section.

You can't delete any pre-filled Australian Government payment records that include an alert stating 'The ATO has confidence in this data, as supplied by the reporting agency’. Visit What if you don’t agree with the pre-filled information? to learn more.

What if you don't agree with the pre-filled information?

If you have checked the pre-filled information against your own records and it doesn't match, generally you can edit the pre-filled information in myTax.

If you do this, it is important to resolve any discrepancies with the third-party provider before you lodge. They may need to send new or amended information to us to ensure our records are accurate.

Changing pre-filled Australian Government payment records

What you can do with a pre-filled Australian Government payment record will depend on whether it has an alert.

Step 1

Expand the record.

Step 2

Does the pre-filled Australian Government payment record show an alert stating 'The ATO has confidence in this data, as supplied by the reporting agency'?

Yes - go to step 3.

No - go to step 4.

Step 3

You cannot delete the pre-filled Australian Government payment record if it includes an alert stating 'The ATO has confidence in this data, as supplied by the reporting agency'. However, you may adjust these records.

To adjust a pre-filled Australian Government payment record with an alert:

  • Select Adjust.
  • A message will display that says ‘This pre-fill data has been provided by the agency that made the payment. If you are confident this data is incorrect you can adjust your tax record. Adjustments need to be correct to avoid amendments that could result in tax bills and penalties'. To continue, select Adjust.
  • In the Australian Government payment record, indicate a Reason for adjustment.  
    • If the Reason for adjustment you select is 'Other', you will need to enter your reason at Other reason (up to 100 characters).
  • Edit any information in the corresponding fields and select Save.
  • Go to step 5.

Step 4

You can edit or delete the record if the pre-filled Australian Government payment record does not include an alert stating 'The ATO has confidence in this data, as supplied by the reporting agency'.

To edit or delete a pre-filled Australian Government payment record without an alert:

  • Expand the record.
  • Edit any information in the corresponding fields and select Save, or to delete an entire record select Delete.
  • Go to step 5.

Step 5

When you are finished, select Save and continue.

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