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At CBHS we help you manage your health challenges. We believe in offering you the services, support and tools you need to live your best life.
Health and Wellness Programs are available to support eligible members towards a healthier lifestyle. Each Health and Wellness Program is subject to its own eligibility criteria.
Contact us for more information and to confirm your eligibility for a program.

Tax time with CBHS

A guide and FAQs to help you through tax time

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Keeping it simple

To help make tax time easier, we’re sending your 2025-2026 tax information directly to the Australian Taxation Office (ATO). Your details will be automatically uploaded and pre-filled in the myTax portal and can be accessed by your accountant or tax agent.

Need a copy of your tax statement?

If your health fund details aren't populating, or you lodge your tax return on paper, you can access your tax statement in your Member Centre inbox under 'Communication'.

Log in to view your tax statement

Understanding your tax statement

We want to help make tax time as stress-free as possible. That's why we've put together a quick guide that helps explain how to input the private health fund information into your tax return if you need to add it manually.

Download tax guide

Questions?

We answer the most common questions people ask about health insurance at tax time.

When will I receive my tax statement?
  • We send your tax information directly to the ATO by 14 July, so you don’t need to do anything. Your details will automatically get uploaded and will be pre-populated when you access the myTax portal or visit your accountant or tax agent.
  • If your CBHS Health Fund details aren't populating, or you lodge your tax return on paper, a copy of your tax statement is also available in your Member Centre inbox under 'Communications'. 
    What does my tax statement show?

    Your tax statement shows:

    • Your share (for taxation purposes) of the total health insurance premiums you paid to CBHS between 1 July 2025 and 30 June 2026 that are eligible for the Australian Government Rebate on private health insurance.
    • The amount (if any) of rebate you received.
    • The number of days you held private Hospital cover with CBHS during the financial year. If this is less than 365, you may need to pay the Medicare Levy Surcharge calculated on the days you did not have cover with any insurer.
    What if I was on more than one membership?
    • The ATO will receive separate tax information for each membership.
    Does my adult dependant receive a tax statement?
    • No, tax statements are only issued for the main member and spouse/de facto on the membership. If you require a statement for your adult dependant, please call us on 1300 654 123 or email help@cbhs.com.au. Identify verification may be required before providing details for adult dependants.
      What if there are payments missing from my tax statement?
      • The figures on your tax statement cover health insurance premiums we received during the financial year. For further assistance, you can access our guide here, or call us on 1300 654 123.
      • Please note that all payments made up to midnight on 30 June 2026 will be included on this year’s tax statement.
      Where can I get a copy of my tax statement?
      • A copy of your tax statement will be available in your Member Centre inbox by 14 July 2026 (Communication > Tax statements).
      • If you are experiencing difficulty trying to access your tax statement online, you can request a paper copy or a digital version by calling 1300 654 123 or emailing help@cbhs.com.au
      What is the CBHS Health Fund ID?
      • Our health fund ID is 'CBH'.
      Where can I find out more about my tax statement and the Australian Government Rebate on private health insurance?
        Where can I get a financial year claims history?
        • You can download or print a financial year claims history from your Member Centre, email us at help@cbhs.com.au, or call us on 1300 654 123. It will also be uploaded to your correspondence history in the Member Centre.
        What is the Medicare Levy Surcharge?
        • The Medicare Levy Surcharge (MLS) is an extra tax some people may need to pay if they earn above a certain income and don’t have private Hospital cover. It’s designed to encourage people to take out Hospital cover and help reduce pressure on the public healthcare system. For more information, visit the ATO website.
        • The MLS is in addition to the Medicare Levy of 2% that applies to most taxpayers.
        When will I receive my Private Health Information Statement (PHIS)?
        • You can access your PHIS via the Member Centre inbox. Your PHIS gets released when we communicate our premium review annually during March.

        More information

        If you have any questions about your tax statement, you can contact our Member Services team on 1300 654 123, or email help@cbhs.com.au. We’re available Monday to Friday, 8am-7pm (AEST).

        The above information is intended for general information purposes only. It had been prepared without taking into account your objectives, financial situation or needs. The information provided should not be relied upon as financial advice and does not supersede or replace a consultation with a suitably qualified professional.