Your 2025–26 tax filing checklist.
Whether you are lodging your own return or working with us, having the right documents ready makes the process faster, more accurate and less stressful. Use this checklist before your appointment or upload.
What an individual or sole trader needs.
Salary or wages, rental property, investments and side businesses — the full set.
- Income statement (from your employer via myGov, finalised after 14 July)
- Bank interest statements (all accounts)
- Dividend statements (including franking credits)
- Rental property income and expense records
- Capital gains/losses records (shares, crypto, property)
- Private health insurance statement
- Government payments summary (Centrelink, JobSeeker, etc.)
- Work-related expense receipts (grouped by category)
- Motor vehicle logbook (if claiming car expenses)
- Home office expense records (actual cost or fixed-rate method at 67c/hour)
- Self-education expense receipts
- Donation receipts ($2+ to deductible gift recipients)
- Income protection insurance premiums
- Previous year's tax return and Notice of Assessment
For companies — all of the above, plus.
Company returns require depreciation schedules, director loan reconciliations, franking accounts and the supporting evidence behind every BAS lodged through the year.
- Full year financial statements (P&L, Balance Sheet, Cash Flow)
- BAS lodgement summaries for all four quarters
- Depreciation schedule
- Director loan account reconciliation
- Franking account balance
- Related-party transaction records
- PAYG withholding annual report
- Superannuation contribution records (critical for Payday Super transition year)
- Workers' compensation declarations
What a trust needs.
Distribution minutes signed by 30 June are non-negotiable — without them, undistributed income gets taxed at 47%.
- Trust deed (if not already on file)
- Distribution minutes (must be signed by 30 June)
- Beneficiary details and TFN declarations
- Trust income and expense records
- Trustee resolution for income distribution
What a partnership needs.
Partner shares of net income and capital account movements need to reconcile with each partner's individual return.
- Partnership agreement (if not already on file)
- Partnership income and expense records
- Each partner's share of net income/loss
- Capital account movements
Hand the list to us. We'll handle the rest.
If you have engaged us, we'll request these documents on a defined schedule. If you haven't, the discovery call is the right place to start.