2026 TAX TIPS

Have a tax appointment with us?

Please check the following prior to your appointment and provide us with any new or changed information

  • Bank account details

  • Personal contact details

  • Change of occupation?

Provide any relevant statements, accounts & or receipts if you received any of the following

  • Interest, rent & dividends

  • Lump sum payments & termination payments

  • Allowances eg car & tools

  • Details of any assets sold that were used for income earning purposes (capital gains tax)

  • Foreign income

Common work-related deductions

  • Tools & Equipment

  • Memberships and Union fees

  • Vehicle travel for work - not driving to and from work

  • Telephone

  • Clothing - Compulsory uniforms, registered occupation specific clothing or protective clothing

Other deductions

  • Previous year’s tax agent fees

  • Work from home costs

  • Income protection insurance

  • Personal super contributions

  • Donations

To claim a deduction you must spend the money yourself and not get reimbursed. The Expense must directly relate to earning your income & you MUST have a receipt to prove it.

If your ever unsure just ask us.

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