2026 Tax Return Checklist for Individuals

2026 Tax Return Checklist for Individuals
Name

First NameLast Name
Tax file number:
Date of birth:

DayMonthYear
Date
Below is a Checklist of information we will require from you in order to attend to the preparation of your Individual Income Tax Return.

Please take the time to complete this Checklist with any new or changed information as it is a very important part of the accounting process. It helps you:
- identify and provide the information we need to prepare your return
- minimise the queries from us during the process
- ensure we can complete your return efficiently and within our agreed timeframe
Authorisation
Please complete the Authorisation below as this confirms the scope of our work and allows us to contact necessary organisations, (eg. your bank, financial advisor, or insurance broker) to obtain information that is required to complete your return.
Date:

DayMonthYear
Date
Update of Address Details

To ensure that our records are up to date, please provide us with any changes to the following details:
Physical address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Postal address (if required)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email:
example@example.com
Home phone / mobile phone:
Occupation:
Bank Account Details

This will be required if you're entitled to a tax refund.
BSB:
Account number:
Account name:
Spouse & dependents

(if applicable)
Marital Status:
Spouse's full name (if applicable)

First NameLast Name
Spouse's date of birth (if applicable)

DayMonthYear
Date
Spouse TFN:
Spouse taxable income:
Your spouse's taxable income is required since it may affect entitlement to certain Government benefits.
Dependants' Name(s) & DOB(s):
2026 Tax Return Checklist for Individuals
1. Is this the first time we are preparing your Income Tax Return?
If this is the first time we are preparing your Income Tax Return, please provide us with a copy of the last Income Tax Return lodged with the ATO.

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2. Please provide a summary of any interest income received during the year, plus details of any withholding tax on interest payments (if any).

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3. Please provide copies of all dividend statements and trust (managed fund) distribution statements, or your financial advisor's tax summary report (if any).

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4. Rental Income. If you have a rental property, please provide us with the Annual Rental Agent Summary plus details of all expenses incurred for the property for the year. Please ensure that you include the amount of any interest on finance to purchase the property. We do have a Rental Property Information Checklist available on our website if you wish to complete that also.

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5. Investment / Asset Sales (including Shares & Property)

For each investment and/or asset sale or other disposal, please provide the following details and documentation (Note: Failure to provide all information will result in a delay in processing of your return and potentially a higher income tax liability than necessary):
- Purchase Date
- Purchase Cost
- Sale Date
- Sale Proceeds
- For investment subject to Mergers and other Corporate Restructures please provide full details and documentary history
- For properties please provide the Offer & Acceptances and Settlement Statements at both acquisition and disposal
Upload documents relating to the purchase and sale of assets below.

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6. Work Related Car Expenses

7. Other work related expenses. Do you have any other work related expenses to claim? If so, please complete the table below.

Rows	% relating to work	Amount	Detail (if req)	Doc attached
Travel
Uniforms, protective clothing, laundry
Self-education costs
Home office costs
Subscriptions
Union fees
Other
Other

Upload documents relating to work related expenses.

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8. Other deduction. Please provide a summary of any other deductions you may have incurred during the year in the table below.

Rows	% relating to work	Amount	Detail (if req)	Doc attached
Donations
Cost of managing tax affairs
Personal super contributions
Investment expenses
Income protection insurance
Other
Other
Other

Upload documents relating to other deductions.

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9. Working from home deduction (if applicable). Please indicate below which method you wish to use to claim working from home deductions

Working from home deduction. Please provide a summary of expenses you may have incurred during the year in the table below including the business use %.

Rows	% relating to work	Amount	Detail (if req)	Doc attached
Telephone expenses
Internet expenses

Working from home deduction. In order to use the fixed rate method please make sure that you have the following records:

Working from home deduction. From 1 March 2023, the ATO requires that a record of all the hours you worked from home is kept and provided if requested. Please detail the actual hours worked in the table below for the relevant time period requested.

Rows	Total hours worked
Actual hours worked from home 1 July 2025 to 30 June 2026

Upload other documents relating to working from home deductions (if necessary).

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10. Private health insurance. Do you hold any private health insurance at any time during the year? If you have answered "yes" then we will be able to retrieve this information from the ATO directly providing the private health insurer has uploaded the information.
11. Is there any additional information that you need to advise us in order to prepare your Income Tax Return? If so, please complete the details below.
Should be Empty:

2026 Tax Return Checklist for Individuals

Authorisation

Update of Address Details

Bank Account Details

Spouse & dependents

2026 Tax Return Checklist for Individuals