• IKCA Tax Form

    2026 Tax Preparation Client Intake Form

  • Thank you for allowing us to assist with your personal tax return this year. We’re committed to making the process as smooth and efficient as possible.

    If you are an existing client, please proceed with completing the IKCA Tax Form.

    If you are a new client, please complete the IKCA New Client Form before completing the IKCA Tax Form. This allows us to register you with the ATO as a client of IKCA.

    To request the New Client Form, please contact us on (03) 9115 1453 or email hello@ikca.com.au.

    Please note, the IKCA Tax Form is for your personal individual tax return only.

    If you operate through a company, trust, or partnership, please do not use the IKCA Tax Form to report the business income and expenses of that entity. Instead, please provide access to the relevant business records—such as Xero, MYOB, or similar accounting software. Alternatively, contact us directly to confirm the most appropriate way to provide your business information.

    As a business owner/sole trader, you will still need to complete the IKCA Tax Form for your personal individual tax return.

    If you’re unsure what applies to your situation, we’re happy to help—just give us a call or email.

    Kind regards,
    The IKCA Team
    (03) 9115 1453 | hello@ikca.com.au

    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: 0000-000-000.
    • Are you Australian resident?*
    • The dates you were Australian resident, if not for full year (From date)
       - -
    • The dates you were Australian resident, if not for full year (To date)
       - -
    • Have your bank account details changed since last year?*

    • For your security, if your bank account details have changed since last year, please do not include them in the online form. Instead, please contact IKCA directly on (03) 9115 1453 to provide your updated details by telephone. At IKCA, we take the protection of your personal information seriously and are committed to keeping your data safe and secure.

    • Has your address changed since last year?*
    • Filing Status*
    • Spouse Information 
    • Date of Birth*
       - -
    • Is your spouse Australian resident for tax purposes?*
    • Did you have a spouse for the full year?*
    • The dates you had a spouse, if not for full year (From date)
       - -
    • The dates you had a spouse, if not for full year (To date)
       - -
    • Dependents and Private Health Insurance 
    • For the whole of the financial year, have you had a private health insurance?*
    • The dates you had a private health insurance, if not for full year (From date)
       - -
    • The dates you had a private health insurance, if not for full year (To date)
       - -
    • Tax Related Questions 
    • Employment Status*
    • Did you work as a sole trader, on ABN during the year?*
    • Please select all income you received during the year*

    • * Additional Income Types – Further Information Required

      If you have received any of the income types marked with an asterisk (*), additional information may be required before we can prepare your tax return.

      Please provide the relevant documents upfront where available, or contact IKCA on (03) 9115 1453 or hello@ikca.com.au to confirm what is required.

      As a guide:

      • Dividend Income – Please provide the Annual Tax Statement for all dividends received. 
      • Partnership Distributions – Please provide the Partnership Tax Return and Distribution Statement confirming your share of income.
      • Trust Distributions – Please provide the Trust Distribution Statement confirming your distribution income. 
      • Foreign / Overseas / Expat Income – Please provide details of any foreign income you have received, including the country, amount, currency, and any foreign tax paid.
      • Cryptocurrency Income – Please provide the Year-End Tax Report from your crypto platform.
      • Share Disposals / Capital Gains – Please provide the relevant capital gains tax report, share disposal report, or broker statement showing acquisitions, disposals, dates, proceeds, and cost base information.


      Providing the correct documentation upfront helps us prepare your return accurately and efficiently. Missing reports, particularly for cryptocurrency, share disposals, trusts, partnerships, or foreign income, may delay completion of your tax return.

       

    • As at 30 June 2026, did you OWN (HAVE) any of the following assets?*
    • Did you SELL (or SWAP) any of the following during the year? Please select all applicable.*

    • If you sold any shares, cryptocurrencies, renta properties, other real estate, vacant land, or other investments during the year, a Capital Gains Tax (CGT) event may have occurred. This means you may have made a capital gain or a capital loss.

      To assist us in accurately preparing your tax return, please provide the following information:

      • Cryptocurrency – Cryptocurrency is treated as an investment asset, similar to shares. Even if you hold a small portfolio on CoinSpot or another platform, you must obtain a Year-End Tax Report, including a Capital Gains Tax Report. Reports can be obtained from platforms such as Crypto Tax Calculator, Koinly or similar services.
      • Shares - please provide Taxable Income Report and Capital Gains Report for the year ended 30 June 2026 for your share portfolio. 
      • Investment property / Real estate / Vacant land - please provide:
        • Purchase details – date of purchase, purchase price (from contract), and any legal or conveyancing costs.
        • Sale details – date of sale, sale price (from contract), agent details, commission, selling costs, and legal or conveyancing fees. 

      For all CGT-related matters, please contact IKCA on (03) 9115 1453 or email hello@ikca.com.au to provide additional information and confirm the appropriate tax treatment.

      We’re here to help ensure everything is reported accurately and in line with ATO requirements.

    • Investment Property 

    • If you have an investment property, please provide Rental Income and Expense Statement for year ended 30 June 2026. Please email the Rental Statement to hello@ikca.com.au

    • Do you have an investment property?*
    • Did you receive any rental income from your investment property during the year?*
    • Was your investment property rented out during the year?*
    • Rows

    • If you have more than one investment property, please email rental statement from the Real Estate and any additional income or expenses directly to IKCA on hello@ikca.com.au.

    • Expenses 

    • Please fill-up the information within the current tax year only, that is year ended 30 June 2026.

    • Did you need to use your own car to travel between multiple places of employment – for example, to carry bulky tools, travel between different workplaces, visiting clients, attending training and conferences, going to head office for training, going to the bank, buying supplies for work?*
    • Rows
    • Rows
    • Work from Home 
    • Did you work from home for your employer?*
    • Rows
    • Business (Sole Trader only) 
    • Rows
    • Acknowledgment & Signature 

    • I declare that all information I entered here in this form is true and correct. I confirm that I have disclosed all income received during the income year from all sources, from Australia or overseas. This includes, but is not limited to, salary and wages, allowances, government payments, interest, dividends, trust distributions, partnership distributions, rental income, business income, foreign income, cryptocurrency income, share disposals, property disposals, and any capital gains.

       

      I also confirm that I have all receipts or documentation necessary to substantiate my work-related and other claims, and I will make them available if required by the Australian Tax Office or another relevant authority. I understand that it is my responsibility and commitment to have the necessary substantiation documents for the deductions and to keep all records for five years after the Notice of Assessment is issued. These include receipts for expenses, kilometres logbooks, and other records. I allow IKCA to capture my sensitive data like personal details and other information to assist with the preparation of my income tax return and related tax agent services. I have read and understood IKCA's terms and conditions and privacy policy. By signing below, I confim that I have read and understood my responsibilities in relation to the preparation of my tax return.

       

       

    • Date Signed*
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    • Should be Empty: