15/10/2026
π Getting ready to lodge your tax return? Here's a simple starting checklist.
The good news: much of your information, like employer income, bank interest and private health insurance, is already reported to the ATO, and we can access it for you. No need to dig out those statements. π
What we do need from you is the information the ATO doesn't already hold:
βοΈ Rental property income and expenses
βοΈ Share and crypto purchase and sale details
βοΈ Business income and expenses (sole trader or side business)
βοΈ Life changes this year (moved house, new dependant, relationship changes)
And don't forget deductions that are easy to overlook. If you paid for it, it was for earning your income, and you have the records, you may be able to claim:
π‘ Working from home: you need a record of your actual hours worked from home, kept as you go (a diary, timesheet or roster)
π‘ Working away from home overnight: keep receipts for meals and accommodation, plus a travel diary of where you were and what you were doing
π‘ Uniforms: compulsory or distinctive work uniforms and protective clothing, but not everyday clothes or shoes
Get in touch with us to book an appointment to discuss your tax return.
Remember, you'll need to contact us before 2 November. π