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Tax Time Guide

Oct 9
2 min read

The ATO recommends not lodging too early to allow them time to gather the necessary data to pre-populate your 2026 tax return.

As you are lodging via a tax agent, your due date of lodgement is usually up to 15 May 2027 (for most).


To ensure accurate reporting and maximize any eligible deductions, we kindly request detailed information regarding your income and expenses.


Please provide the following information that applies to you:


Income Items:


  • Salary & Wages – not necessary, we get this data directly from the ATO

  • Business or Sole Trader Income - If applicable, provide comprehensive information about your business income, including sales, expenses, and any other relevant details.

  • Interest and Dividends, Crypto rewards - Please include statements, certificates or summaries. Crypto Reports from a service like Koinly or Cryptotaxcalcu-lator.

  • Rental Income - If you own rental properties, please provide rental income details and any expenses related to property management, insurance, interest paid, repairs, and maintenance, depreciation schedules, rates, etc.

  • Capital Gains - Inform us if you sold any assets during the year. Include purchase and sale details, as well as any associated costs. This includes almost any movements in crypto, disposal of stocks/shares and real property.


Any other income, including foreign income - As a resident for Australian Tax purposes, you are taxed on your world-wide income.


Expense Items:

Work-Related Expenses: incurred for work, not reimbursed and you have evidence to support the expense. Including, but not limited to:


  • Work from Home - Provide a diary of hours worked or actual expenses including phone, internet, stationery, depreciating assets, etc.

  • Car – c/Km or logbook method - (Important: Odometer reading on 30 June)

  • Travel Expenses

  • Uniforms, protective clothing, and laundry costs.

  • Tools and equipment used for work.

  • Education expenses

  • Any other work-related expenses you may have incurred.


Investment Expenses : Costs related to managing investments:


  • Financial advisor fees.

  • Interest on investment loans (e.g., margin loans).

  • Provide statements or records.


Other Deductions:


  • Donations to registered charities.

  • Income protection insurance premiums.

  • Tax agent fees (if not previously prepared by us).


Any other costs you may have incurred and think may be relevant. We will assess and discuss with you the inclusion or exclusion thereof


If you need a Medicare Exemption Certificate (applicable to Temporary Visa holders who don’t have a Green Medicare Card). Please apply online a.s.a.p. as this process takes 8 weeks+ and will affect the timing of your lodgement.



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