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Home / Tax Return 2026
Individual tax returns

Start your tax return with a clear, secure process

Answer the questions that apply to you and provide the relevant records. A registered tax agent will review your information, explain anything missing and confirm the fee before lodgement.

  • Registered tax agent review
  • Secure online form
  • Quote before lodgement
Before you begin

Have the records relevant to you nearby

You may not need every item below. The form will guide you through the details that apply to your return.

Income records

Income statements plus details of bank interest, investments, ABN income or rental income where relevant.

Deduction evidence

Receipts, invoices, work-related records and other evidence for deductions you may be entitled to claim.

Identity document

We ask you to add ID inside this tax return form only so we can verify your identity.

MES if applicable

A Medicare Entitlement Statement may be relevant if you are seeking a Medicare levy exemption. Read the step-by-step guide.

Secure tax return form

Tell us about your 2025–26 tax return

Complete each step and provide only the information that applies to you. You can review your answers before submitting.

Protect your personal informationUpload requested tax records and ID only inside this form. Do not send your TFN or identity documents through WhatsApp or general email. Privacy policy

Tax Return 2026

Take less than 2 minutes to get started. Simply complete our secure online form, and one of our registered tax agents will review your information and contact you within 1–2 business days.

During the consultation, we’ll discuss your eligible tax deductions, answer any questions, and identify any additional information needed to maximise your refund. We’ll also provide you with an estimated tax refund and a quote for our service, so you know exactly what to expect before we lodge your return.


Step 1 of 6General Information

Step 2 of 6Personal Details

You can upload up to 10 PDF, DOC, DOCX, JPG or PNG files. Each file must be smaller than 5 MB.

You can upload up to 5 files. Each file must be smaller than 5 MB.

PDF, DOC, DOCX, JPG and PNG accepted. Each file must be smaller than 5 MB.

Step 3 of 6Bank Details

Bank Account for refund

Step 4 of 6Marital Status

Step 5 of 6Visa Details

Please follow our step-by-step guide to lodge your Medicare Entitlement Statement (MES) and apply for a Medicare levy exemption certificate, as the ATO requires it to claim your refund with a Medicare levy exemption. You can continue filling in this form so we can begin processing your tax return, and provide the Medicare levy exemption certificate later once you receive it.

Step 6 of 6Confirmation & Authorisation

Address *

Passport | Driving Licence | Photo ID. You can upload up to 3 files. Each file must be smaller than 5 MB.

Submitting this form does not lodge your tax return. Your agent will review the information and obtain your approval before lodgement.

Need help before submitting?

Ask us which information applies to your return

We can help you understand the form, preparation fees and records that may be needed for your circumstances.

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