• 2026 TAX RETURN INFORMATION

    Checklist for Individuals
  • How would you like to process your return?*
  • Who would you like to see?
  • Who would you like to see?
  • Are you already a client?*
  • Format: (000) 000-0000.
  • Date of Birth*
     - -
    2 digit day, 2 digit month, 4 digit year
  • Postal Address the same as residential?*
  • Bank Details*
    • INCOME 

    • INCOME

      Please provide us with information regarding your income
    • Select all that apply:*
    • Interest Earned*
    • Dividends
    • Dividend Statements
    • Trust/Managed Funds Annual Tax Statements
    • Capital Gains - Purchase and sale documents
    • Crypto Currency - BUY & SELL documents
    • Rental: Agent Summary (if applicable)
    • Rental:
    • Did you purchase any new assets?*
    • New Assets:*
    • Any other rental information?*
    • Other Rental:*
    • Other Income?*
    • DEDUCTIONS 

    • DEDUCTIONS

      Please provide us with information regarding your deductions.
    • Select all that apply:*
    • Motor Vehicle Type*
    • Log Book Method*
    • Other MV Expenses:
    • Work Uniform*
    • Details of Travel*
    • Travel Expenses*
    • Education Expenses*
    • Education Expenses*
    • Did you work from home during the year?*

    • Please Note: It is mandatory to have a record of hours worked from home. If you have not kept a record, you must meet two requirements in order to make a claim.

    • Home Office Expenses*
    • Telephone & Internet Expenses*
    • Tools, Equipment & Materials*
    • Subscription & Union Fees*
    • Income Protection Insurance
    • Income Protection Insurance*
    • Donations: *

    • Please notify your super fund with a 'Notice of Intent to Claim' form. Without this confirmation you cannot claim a super deduction.

    • Please provide your notice of intent to claim form
    • Other Deductions? *
    • REBATES 

    • REBATES

      Please provide us with information regarding rebates & offsets.
    • Dates you had a spouse:
    • SPOUSE DETAILS 

    • Spouse Details

      Please provide us with information regarding your spouse.
    • Date of Birth:*
       - -
      2 digit day, 2 digit month, 4 digit year

  • Anything Else?

    Please provide us with any other information that we should be aware of.
  • Checklist
  • Additional Documentation?

  • PAYMENT OPTIONS

    Please provide us with information on how you would like to pay.
  • How would you like to process your return?*
  • Preferred Day:*
  • Preferred Time*
  • Payment Options*

  • DECLARATION

  • I declare that all information supplied is correct and I have the required invoices/receipts to substantiate my claims.

  • Signature*
  • Date*
     / /
    2 digit day, 2 digit month, 4 digit year
  • Should be Empty: