ITR_2026 Kick-off form

Income Tax Questionnaire FY 2025-26

1st July 2025 to 30 June 2026

Basic rules

To claim a deduction for work-related expenses:

you must have spent the money yourself and not been reimbursed
the expense must be directly related to earning your income
you must have a record to prove the expense.

The expense must not be private, domestic or capital in nature. For example, the costs of normal travel to and from work, and buying lunch each day are private expenses.

If you incurred an expense that was both work-related and private or domestic in nature, you can claim a deduction only for the work-related portion of the expense.

If you were partially reimbursed for an expense, you can claim only the part that was not reimbursed.

Decline in value of a depreciating asset

You may be able to claim a deduction for the decline in value of a depreciating asset you held during 2025–26 if you used it to produce income that you show on your tax return.

Depreciating assets include items such as tools, reference books, computers and office furniture.

You may be able to claim an immediate deduction for the full cost of depreciating assets costing $300 or less. For more information, see Guide to depreciating assets 2026.

ATO Guidelines for this financial year.

https://iorder.com.au/publication/Download.aspx?ProdID=71050-6.2026

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First Name*

Last Name*

Email Address*

Are you an existing client?*

Have you changed your bank account, occupation, or address since your last tax return?

Only for existing client. New Client, Please say Yes.

Yes

Please provide your updated Bank BSB Details*

Please provide your bank details for Refund

Please provide your updated Bank Account Number Details*

Please provide your bank details for Refund

Your updated address with post code

Please provide your updated occupation

Please confirm your Residential status *

Did you complete the ID verification process last year with Acebiz? *

Have you completed the ID verification process yet?*

Please complete the ID verification as soon as possible for smooth and timely tax preparation.

Click on below link to complete your ID verification.

https://verify-with.blockpass.org/?clientId=indentity_verification_36f07&serviceName=Indentity%20Verification&env=prod

Please provide your Tax File Number*

Please provide your Date of Birth*

dd-MMM-yyyy

Please provide your Bank BSB Details*

Please provide your bank details for Refund

Please provide your Bank Account Number Details*

Please provide your bank details for Refund

Please provide your phone number*

Please provide your current residential address with post code

Street Address

Address Line 2

City*

State/Region/Province*

Postal / Zip Code*

Country*

Is your postal address the same as your residential address?*

Please provide your current postal address with post code

Street Address

Address Line 2

City*

State/Region/Province*

Postal / Zip Code

Country*

Do you have a private health insurance (Bupa/Medibank/HCF/etc)?*

Family Details

Period you had a spouse – married or de facto?*

Do you have spouse/De-facto Partner for the whole year?*

Are we preparing tax return for your Spouse?*

Please provide your spouse taxable income?*

From what date you had a spouse?*

Before what date you had a spouse?*

Please provide your spouse full name (First name and Last Name)*

Please provide the date of birth of your spouse?*

Enter the total number of dependent children?

ABN/Business Income

Do you have ABN income?*

Please enter ABN Number*

Please upload the ABN Income supporting documents.

If you have more than 5 Files, Please create the zip file and upload.

Work Related Expenses

Did you incur Work-related car expenses?*

Did you have any work-related travel expenses? Work-related travel not including trips between your home and office? If your employer reimbursed you for travel, please select 'NO'. If 'YES', respond to the next question.

Total work-related kilometers (if more than 5000km (per year) then detailed log-book is required)*

Did you travel more than 5,000 km. for work? Without written proof, you can claim up to 5,000 km. However, you should be ready to explain how you calculated your work-related kilometers, like through diary records of your trips.

Did you incur Work-related clothing, laundry and dry‑cleaning expenses?*

You can claim work-related expenses for protective and occupation-specific clothing, uniforms, and their laundering. Ensure you have:

Receipts or written proof.
Laundry expense records if over $150 and total work-related exceed $300.

Enter the amount of Work-related clothing, laundry and dry‑cleaning expenses.*

Did you incur Work-related self‑education expenses?*

This question pertains to self-education expenses for work-related courses at recognized institutions. Only include costs that your employer hasn't reimbursed and that directly relate to your current job duties.

Upload the supporting invoices for Work-related self‑education expenses*

You can deduct self-education expenses if the course directly relates to your current job or could increase your income. Expenses for courses only generally related to your job or for new employment opportunities are not deductible.

Enter the total number of hours your worked from home in this financial year?

Here is an example of the calculation:-
Let say you worked 7.5 hours for 3 days a week the calculation will be like 7.5hours X 3 day X 52 weeks= 1,170 hours.

Did you incur the Other work-related expenses*

You can claim deductions for union fees, subscriptions to professional associations, some overtime meals, professional development events, work-related publications, including immediate deductions for items under $300.

How much you spent on mobile bills per month in this financial year?

How much you spent on the Internet bills per month in this financial year?

Did you spend money on a Home Office setup?

Please upload the invoices for Home office Setup

If you have more than 5 Files, Please create the zip file and upload.

Other Deductions

Did you make a gift or donation of $2 or more to an approved organisation?*

To check whether an organisation is an approved organisation go to abn.business.gov.au

Please enter the name and the amount of donation made to approved organisation?*

Please upload your donation receipt or upload excel summary of your donations?

If you have more than 5 Files, Please create the zip file and upload.

Did you incur personal superannuation contribution?*

When claiming a deduction for personal super contributions, confirm you've notified your fund with an intent to claim and received an acknowledgement.

Enter the amount of personal superannuation contribution made(Other than Salary)

Please don't enter the salary sacrifice amount as this is already accounted for by your employer.

Please upload the notice of intent or any acknowledgement to claim personal superannuation contribution.*

If you have more than 5 Files, Please create the zip file and upload.

Please enter the paid tax agent fees if we were not your tax agent in the previous year.*

Enter 0 if not applicable

In the event that you have income protection insurance, please indicate the amount of the policy

Please enter income protection insurance premium paid during the year (not from superfund).
This is allowed only if you paid from a personal account.

Leave blank if not applicable

Is there anything else you want to communicate to us?

If yes, please upload the supporting documents for additional information

If you have more than 5 Files, Please create the zip file and upload.

Investment Property

Did you have Rental Income during 01 July 2025 to 30 June 2026

Please upload the following documents related to the Investment properties

• Annual Rental Statement from Real Estate
• Council Rates
• Strata Rates/Body Corporate Fee
• Water Rates
• Loan Statements for Interest & Bank Charges
• Property Insurance Details
• Details of Borrowing Expenses/LMI/Loan establishment Fee
• Invoices for any repairs & Maintenance
• Quantity Survey Report / Depreciation Schedule
• Land Tax Statement
• Other Expenses

Please upload the above mentioned supporting documents.

If you have more than 5 Files, Please create the zip file and upload.

Did you sell a property between 01 July 2025 to 30 June 2026

If the answer to this question is yes, our team will contact you for additional details.

Please upload the following documents related to the Sale of the properties

PURCHASE

• Contract at the time of purchase
• Settlement statement at the time of purchase
• Stamp duty at purchase
• Legal fee at purchase
• Other incidental cost at purchase
• Details of any major repairs or improvements to property

SALES

• Contract at the time of sale
• Settlement statement at the time of sale
• Agents Fee, marketing fee, styling fee, commissions paid – invoice and details
• Legal fee at the time of sale

Please upload the above supporting documents for sale and purchase of the property

If you have more than 5 Files, Please create the zip file and upload.

Liability limited by a scheme approved under Professional Standards Legislation.