Income Tax Return Checklist 2026 – Perfect Accounting & Tax Services
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PERFECT ACCOUNTING & TAX SERVICES

INCOME TAX RETURN CHECKLIST 2026

Client Type:
APPOINTMENT OF A REGISTERED TAX AGENT
By appointing an agent, you are authorizing Perfect Accounting & Tax Services to obtain information, correspondence and details relating to yourself by your agent or nominee. By doing so you also declare that the information you supply to us is true and correct for the preparation of any lodgement and/or correspondence to ATO/ASIC or any other regulatory body, which includes all correspondence to ATO & ASIC and authorise us to disclose information to relevant government bodies on your behalf as and when necessary.
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*** Please complete this section if you are a salaried employee ***
If unsure about any item please speak to the consultant during your tax return interview.
Income & Asset Statements YES NO
• Salary Income statement (we can access this natively from the ATO portal)
• Assets sold during the year (property, shares, cryptocurrencies, etc.)Refer to Property, Share & Crypto CGT Checklist and provide relevant details
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Work-related Deductions (Must have Invoices/logs to substantiate)
Deduction Category Details Rate / Amount % Work Use Frequency
• Personal car for work use? (home to office & office to home is not covered)- 88 CENTS PER KM-5,000 KM MAX PER CAR, PER YEAR (Number of KM)
• Work related uniform/laundry? (FORMAL OFFICE DRESS IS NOT COVERED)- OCCUPATIONAL (DOCTOR/NURSE ETC) OR PROTECTIVE CLOTHING ONLY (FACTORY LABOUR/MACHINE OPERATOR)
• Mobile Phone Bills & Device- Confirm annual costs & work use %
• Tools & equipment bought (e.g. laptops, tablets, trade tools)- Include tax invoices for all items purchased
• Internet Bills- Confirm total amounts paid & work use %
• Home office Expense- Provide weekly log of WFH hours (Number of Hours)
• Union Fees- Confirm annual amounts paid
• Receipts for formal self-education expenses
• Donations of $2 and over to registered charities
• Managing tax affairs (e.g. previous year tax agent fees)
• Interstate / overseas travel for work (Not reimbursed)
• Other Expenses 1- Please provide details in summary
• Other Expenses 2- Please provide details in summary
• Other Expenses 3- Please provide details in summary
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Private Health Insurance
Sundry Tax Related Matter YES NO FREQUENCY AMOUNT
• Do you have Private Health Insurance including comprehensive hospital cover?
Sundry Tax Related Matters
Sundry Tax Related Matters YES NO
• Were you entitled to receive full Medicare Benefits as at 1 July 2025?
• Did you become/cease to become an Australian resident for tax purposes in 2025/26?
• Are you an Australia resident for tax purposes?
• Do you have an active HECS/HELP Debt balance?
• Do you own or hold assets outside Australia valued at more than $50,000?
Other Items
Income & Asset Statements YES NO
• Do you own an Investment Property? If yes, please complete a separate Rental Schedule.
• Did you derive income from an ABN or operate any business as a sole trader or structure?
• Other 1
• Other 2
• Other 3
Declaration
I confirm that all of the above information is true and correct and I have included all income earned and have proper documentation to substantiate all expenses in case of an ATO audit.
I confirm and understand that additional fees (billed at standard hourly rates) will be payable if all of the above relevant information is not provided at the time of appointment.
I have read the enclosed Engagement Letter and Terms outlined below and agree with it.
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