The easiest and most secure way to send your tax information.

We recommend that you send all tax return information to us through your myprosperity account.

myprosperity uses bank level data encryption to keep your data secure.

Your unique password protected account also stores your information for future access. This ensures you meet your substantiation requirements.

Sending your information via myprosperity is easy.

  • Take a photo or scan any paper copies of documents.
  • In your myprosperity account click on Docs. Drag and drop on the upload documents section.
  • Send an email to to let us know your information is uploaded.

Where to find your tax information

The ATO continues to move toward electronic exchange of information and has an ongoing focus on data matching.

We are able to access much of your information from the ATO via prefilling. But we still ask that you collect your information to ensure that the information used to prepare your tax return is correct.

Please collect:

  • Your income statement which is available from your myGov account. Previously a PAYG payment summary/group certificate was physically provided by your employer. Wait until your employer has finalised the STP reporting. Your myGov ATO account will say ‘tax ready’.
  • Your private health insurance statement is now accessible directly from your health provider via your account log in. Most health funds have advised they will no longer send paper copies.
  • Bank statements and interest income figures are available from your internet banking account. You may no longer receive paper copies from your bank.
  • Please also provide proof of any expenses, including home office hours.

Not all the information will be available in early July.

If you have any questions about what you should send, please get in touch.