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.
You may not need every item below. The form will guide you through the details that apply to your return.
01
Income records
Income statements plus details of bank interest, investments, ABN income or rental income where relevant.
02
Deduction evidence
Receipts, invoices, work-related records and other evidence for deductions you may be entitled to claim.
03
Identity document
We ask you to add ID inside this tax return form only so we can verify your identity.
04
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.
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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
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.
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.