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.