Financial tax statements
To receive the net medical expenses offset in your tax return, download or request a copy of your Medicare benefit tax statement today.
- Your guide to the Medicare benefit tax statement information sheet [PDF, 341Kb]
- Medicare tax statement via e-tax - FAQs [PDF, 333Kb]
What is the Medicare benefit tax statement?
Your Medicare benefit tax statement contains information about medical services and expenses. This information is based on claims processed by Medicare Australia within the financial year—not necessarily services performed within the financial year.
Your Medicare benefit tax statement may help you when claiming the net medical expenses tax offset.
What is the net medical expenses offset?
If your net medical expenses are over the Australian Tax Office’s (ATO) threshold, you can claim an offset of 20 per cent (20 cents in the dollar) in your tax return.
To claim the medical expenses tax offset in your tax return, you need to know the total amount of medical expenses you incurred for yourself and your dependants. You then deduct any refunds from Medicare Australia, your private health fund or any other reimbursements that relate to those expenses receiving during the financial year.
Information about threshold amounts for this year are available on the ATO website
How do I request a Medicare benefit tax statement?
Online through our Online Services
To download a copy of your Medicare benefit tax statement from our website, visit our Online Services. You will need to be registered for Online Services. If you’re not registered you can register now. Once you have registered and received your password, you will be able to download a copy of your Medicare benefit tax statement to:
- keep for your personal records
- give to your accountant
- lodge with your paper tax return
You can also request a copy by completing a Medicare benefit tax statement request form. Your Medicare benefit tax statement will be sent to your address recorded with Medicare Australia.
Online through the ATO’s e-Tax application
If you’re lodging your tax return online, visit the ATO website to download your Medicare benefit tax statement right into your e-tax application or to print a copy to use later. You don’t need to be lodging your tax return electronically, you can still use e-Tax to get a copy of your Medicare benefit tax statement—all you will need is your tax file number, Medicare card number and a previous notice of assessment number.
By mail
If you require a statement for a financial year more than two years before the date of request, a written request is required.
Send a completed Request for a Medicare benefit tax statement form to:
ACT, NSW and Vic residents
Information Release
Medicare Australia
GPO Box 9822
Sydney NSW 2001
NT, QLD, SA, Tas and WA residents
Information Release
Medicare Australia
GPO Box 9822
Brisbane QLD 4001
Your Medicare benefit tax statement will be sent to your address recorded with Medicare Australia.
Note: information is only available for the past five years. Do not send your Medicare card when you send your request by mail.
Request for Medicare benefit tax statement [PDF, 144Kb]
By phone
To request a copy of your Medicare benefit tax statement over the phone, call 132 011 to speak to a service officer. The service officer will ask you for the following details:
- your Medicare card number
- your personal details
- personal details of the persons who require a Medicare benefit tax statement
- applicable financial year.
A copy will be sent to your address recorded with Medicare Australia.
Some documents on this page may require the free Adobe PDF reader.
Last updated: 18 March, 2010
