Tax Returns 2026 Checklist

Individual income tax returns for the period 1 July 2025 to 30 June 2026. Tick what applies to you and arrive prepared.

Before You Begin

Please mark only the items relevant to your situation. This helps Nitin prepare your return accurately and efficiently β€” so you get your refund faster. Once you've reviewed the checklist, book your appointment or call +61 415 278 233.

πŸ’° Income Sources

Select all income types that apply to you for the current financial year.

🏠 Investment Property Rental Income

Upload copies of supporting documents via our secure server link β€” provided separately on request.

πŸ’Ό Work-Related Expense Claims

⚠️ Work from home deductions require employer approval and a maintained logbook. Claiming WFH precludes claiming other work-related expenses.

πŸ“ˆ Investment Income

Provide all supporting documents to ensure accurate reporting and avoid ATO penalties.

πŸ“‹ Other Important Items

Ready to Lodge Your Return?

Once you've reviewed the checklist, get in touch and we'll take it from there. We'll walk you through exactly what to bring and how to send your documents.

Book Your Appointment β†’ πŸ“ž Call +61 415 278 233

Done with your checklist?

Get in touch for a free consultation and we'll walk you through exactly what to bring for your specific situation.

πŸ“ž +61 415 278 233 Book Online