HBF tax questions for members

Learn about your HBF tax statement, your tax return, and your tax rebate.

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HBF tax statements

If you do your taxes online or through a registered tax agent, you no longer need an HBF tax statement as this will be sent directly to the ATO by 17 July.

For this reason, we don’t automatically send HBF tax statements to members anymore. However, you can still download or request one. More details below.

HBF tax questions

Can I still get a copy of my tax statement?

If you’d like a copy of your tax statement for your records, from 1 July you’ll be able to download it by logging into myHBF or request it by calling us on 133 423.

When you log into myHBF you can download your tax statement using the following steps:

  • Navigate to the drop-down arrow next to your name in top right-hand corner
  • Select ‘Request a document’
  • Select ‘Tax statement’ in the document type section
  • Select the relevant financial year
  • Select ‘Create tax statement’

Once you have requested or downloaded a copy of your tax statement via myHBF, you can also access it at your convenience through the HBF app:

  • Select ‘Docs’ from the nav bar at the bottom of the screen
  • Select ‘Tax’
  • Open the relevant financial year tax statement

Please note that you will only be able to download the 2022/2023 tax statement from 1 July 2023.

Will I receive a tax statement for the 2022/2023 financial year?

We will send your tax statement information directly to the Australian Taxation Office (ATO). We will not be sending you a tax statement.

This is due to changes made by the Australian Government to make health insurance simpler. The changes made on 1 July 2019 mean you no longer need your tax statement to submit your tax return if you’re lodging it online or through a registered tax agent.

When will you send my tax statement information to the ATO?

We will send your tax statement information directly to the ATO by 17 July. Your tax return will not show this information until after this date. If you wish to lodge your tax statement prior to 17 July, you will need to manually enter your private health information.

What does this mean for my tax return?

If you lodge your tax return online through myTax or through a registered tax agent, your health insurance information should be pre-filled in your tax return. We will send the most up-to-date information to the ATO. You will need to check the pre-filled information and click to accept it.

If you believe the pre-filled health insurance information is incorrect or if you submit a paper tax return, from 1 July you’ll be able to download a copy of your tax statement by logging into myHBF or request it by calling us on 133 423.

How do I update my Australian Government Rebate Tier?

The easiest way to update your rebate tier is by using the HBF App. Just open the app and select ‘Edit personal details’ from the home screen.

You can also log into myHBF, and in the ‘My Details' menu click on ‘My rebate details’.

Alternatively, you can call us, email us at memberservices@hbf.com.au or visit your local branch and we will be able to help you out.

Do I still need to submit my tax return?

Yes, the process is still the same as if you received a printed copy of your tax statement. The only difference is that we will send your tax statement information directly to the ATO.

Where do I get help with my tax return?

If you need assistance with your tax return, please contact the ATO on 13 28 61 or visit the myTax website.

Can I get a statement to show what I’ve claimed for the year?

Yes, you can download a copy of your claims history statement by logging into myHBF or by calling us on 133 423.

When you log into myHBF you can download your claims history statement using the following steps:

  • Navigate to the drop-down arrow next to your name in top right-hand corner
  • Select ‘Request a document’
  • Select ‘Claims history’ in the document type section
  • Select the member name and the relevant date range
  • Select ‘Create document’

After you have requested or downloaded a claims history statement via myHBF, you can also access it at your convenience the HBF app:

  • Select ‘Docs’ from the nav bar at the bottom of the screen
  • Select ‘Claims’ for all claims related documents
  • Open ‘Claims history’ for a summary of the benefits

How to read your tax statement

Here’s everything you need to know about interpreting your tax statement and using that information to fill in your tax return.

On 1 April each year, rebate percentages are adjusted as per Australian Government legislation. This means if you have made payments on your policy before, upon, or after 1 April, that information will be listed on separate lines in your statement (with a different benefit code). Please ensure you enter each line separately in your tax statement.

What does J mean?

Your share of the premiums that are eligible for the Australian Government Rebate. This amount excludes any Lifetime Health Cover loading you have paid (if applicable). Any adults covered on the policy when payments were made are allocated an equal share.

J $1500

What does K mean?

The amount the Government has paid towards your share of the policy. If you're not registered for the Australian Government Rebate on private health insurance as a premium or are on Tier 3 of the income bracket, this amount will be $0.

K $450

What does L mean?

This code represents the rebate you are entitled to, based on your age.

L 30

What does A mean?

The number of days you had private hospital cover in the last financial year. If this amount is less than 365 days (or 366 days in a leap year), and you earn above the income threshold, you may have to pay the Medicare Levy Surcharge.

A 365
Sample tax statement

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