TAX RETURN 2026

MAXIMISE YOUR TAX RETURN FROM REGISTERED TAX AGENT

Your Tax File Number (TFN)

Name

First

Last

Home Address

Address Line 1

Address Line 2

City

State

Zip Code

Is your home address same as postal address?

Postal Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Mobile Number

Email Address

Date of Birth

Electronic Fund Transfer (EFT) for refund

Account Name

BSB Number

Account Number

Occupation (your main income source / job title)

Did you work on ABN during FY 2025 (01/07/2024 - 30/06/2025)?

ABN Activity

ABN Number

Please upload bank statements / receipts

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Marital Status

Full Name of Spouse

Spouse Date of Birth

Spouse Taxable Income (if both lodging from us not required)

Visa Status

Did you lodge an application for permanent residency (other than a parent visa) with the Department of Home Affairs, including spouse combined visas subclass 820/801 or 309/100?

Date application lodged (DD MM YYYY)

Proof of ID

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

Passport | Driving Licence | Photo ID

Do you have work related expenses?

Please upload receipts

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Bank Gross Credit Interest amount for FY 2025 (01/07/2024 - 30/06/2025)

Did you have any other sources of income during financial year 2025? e.g. CGT income, cryptocurrency investment, rental investments/disposals, share trading, dividends, trust/partnership distributions etc?

Upload income statements or any other source of income statements

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Number of places worked

Notes to us