ITR Checklist - FY2026

Personal and Family Details

Email *

Phone *

Title *

First Name *

Middle Name

Last Name *

TFN (Australian Tax File Number) *I authorise Clear Tax to collect and use my Tax File Number (TFN) solely for the purpose of setting up my entity. I understand it will be handled securely in accordance with Australian privacy laws.

Date of Birth *

Occupation

Residential Address

Street addressStreet address line 2

City

State

Postcode

Full Name of Spouse *

Enter Spouse Date of Birth *

Number of Dependent Children

Spouse Taxable Income for FY2026

Spouse Reportable Super Contributions

Spouse Reportable Fringe Benefits

ID Proof

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Please upload Passport or Driving license.

Please provide the account details where you would like your tax refund to be deposited (if applicable).

BSB (Bank State Branch)Example: 123-654

Account NumberA unique number assigned to your specific bank account.

Account Name

Residency and Medicare Details

Date of Arrival in Australia (if applicable)

If temporary resident or residency status changed, provide dates and visa details

Do you have Medicare Card?

YesNo

Have you applied for Medicare Entitlement Statement (MES) for FY 2025-26?

YesNo

Upload Medicare Entitlement Statement (MES) – FY 2025-26

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Please upload your MES if you have received it from Services Australia.

Did you live in a remote area or serve in defence forces during FY2026?

YesNo

Types of Income Earned During FY2026

PAYG Payment Summary or Income Statement

YesNo / Unsure

Government Payments (Austudy, JobSeeker, Centrelink, Pensions)

YesNo / Unsure

Lump Sum or Employment Termination Payments

YesNo / Unsure

Interest and Dividend Income

YesNo / Unsure

Capital Gains: Shares, Crypto, Managed Funds, Property

YesNo / Unsure

Crypto Activity: Trades, Staking, Airdrops, Disposals

YesNo / Unsure

Foreign Income or Foreign Tax Paid

YesNo / Unsure

Rental Income

YesNo / Unsure

Business / ABN / Contractor Income

YesNo / Unsure

Other Income: Trusts, Royalties, Scholarships, Grants

YesNo / Unsure

Work-Related Deductions

Motor Vehicle Expenses (Select one claim method)

Cents per Kilometre MethodActual Cost Method

Motor Vehicle DetailsProvide details only for work-related car use. Travel between home and work is not claimable. Example: Toyota, Corolla, ABC123

Work Related Vehicle Travel (km)Provide details only for work-related car use. Travel between home and work is not claimable.

Work-Related km Calculated (estimated)Motor vehicle cents per km capped at 5,000 km per car (km * $0.88)

Logbook

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Provide list of Actual Expenses & a Logbook

Work From Home Expenses (Select one claim method)

Fixed Rate MethodActual Cost Method

Fixed rate covers electricity, gas, phone, internet, stationery and computer consumables.

Home Office / Work From Home (Hours)

Work From Home Hours CalculatorFixed-rate method requires records of hours worked from home

Office Furniture & Equipment ($)

Work Subscriptions ($)

Mobile Phone ($)

Internet ($)

Stationery, Printing and Postage ($)

Computer Consumables and Accessories ($)

Other Work-Related Expenses ($)

Please retain receipts and records showing the work-related use percentage for each expense. Provide invoices or receipts for purchases over $300.

Other Deductions

Travel, Parking and Tolls ($)

Work Uniform and Protective Clothing ($)

Memberships, Union Fees and Associations ($)

Self-Education and Professional Development ($)

Income Protection Insurance Not Paid from Super ($)

Donations to ATO - Endorsed Charities ($)

Extra Concessional Super Contributions ($)

Tax Agent Fees Paid in Last FY ($)

Additional Documents and Information

Supporting Documents

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Attach documents related to Work - Related Expenses.

Private Health Insurance Statement (PHIS)

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Attach Annual Statement if you held cover

Previous Year Income Tax Return

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Attach if not completed by ClearTax Accountants

Other Information / Questions for Cleartax

ABN / Business Income - FY2026

Number of Business Activities *

Summary of Business Activity 1

Description of Business or Professional Activity

Total Gross Income

GST Registered During FY 2026?

Business Deductions Activity 1

Motor Vehicle Expenses (Business 01 Use %) - Select one claim method

Cents per Kilometer MethodActual Cost Method

Vehicle Travel (km)Provide details only for work-related car use.

Vehicle Travel km Calculated (estimated)Motor vehicle cents per km capped at 5,000 km per car (km * $0.88)

Fuel

Registration

Insurance

Other Vehicle Expenses

Logbook

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Provide list of Actual Expenses & a Logbook

Parking and Tolls

Business Travel: Flights, Accommodation and Meals

Internet And Mobile Phone (Business Use Only)

Subscriptions and Memberships

Professional Fees (Legal, Accounting, Consulting)

Depreciation of Business Assets (Laptops, Phones, etc.)

Home Office Expenses

Software, Tools and Equipment

Stationery, Printing and Postage

Loan Interest / Finance Charges

Other Business Expenses

Total Business Deductions

Net Business Income Estimate (Activity 1)

Gross Income

Total Deductions

Net Estimate

Summary of Business Activity 2

Description of Business or Professional Activity

Total Gross Income

GST Registered During FY 2026?

Business Deductions Activity 2

Motor Vehicle Expenses (Business 02 Use %) - Select one claim method

Cents per Kilometer MethodActual Cost Method

Vehicle Travel (km)Provide details only for work-related car use.

Vehicle Travel km Calculated (estimated)Motor vehicle cents per km capped at 5,000 km per car (km * $0.88)

Fuel

Registration

Insurance

Other Vehicle Expenses

Logbook

Browse

Provide list of Actual Expenses & a Logbook

Parking and Tolls

Business Travel: Flights, Accommodation and Meals

Internet And Mobile Phone (Business Use Only)

Subscriptions and Memberships

Professional Fees (Legal, Accounting, Consulting)

Depreciation of Business Assets (Laptops, Phones, etc.)

Home Office Expenses

Software, Tools and Equipment

Stationery, Printing and Postage

Loan Interest / Finance Charges

Other Business Expenses

Total Business Deductions

Net Business Income Estimate (Activity 2)

Gross Income

Total Deductions

Net Estimate

Summary of Business Activity 3

Description of Business or Professional Activity

Total Gross Income

GST Registered During FY 2026?

Business Deductions Activity 3

Motor Vehicle Expenses (Business 03 Use %) - Select one claim method

Cents per Kilometer MethodActual Cost Method

Vehicle Travel (km)Provide details only for work-related car use.

Vehicle Travel km Calculated (estimated)Motor vehicle cents per km capped at 5,000 km per car (km * $0.88)

Fuel

Registration

Insurance

Other Vehicle Expenses

Logbook

Browse

Provide list of Actual Expenses & a Logbook

Parking and Tolls

Business Travel: Flights, Accommodation and Meals

Internet And Mobile Phone (Business Use Only)

Subscriptions and Memberships

Professional Fees (Legal, Accounting, Consulting)

Depreciation of Business Assets (Laptops, Phones, etc.)

Home Office Expenses

Software, Tools and Equipment

Stationery, Printing and Postage

Loan Interest / Finance Charges

Other Business Expenses

Total Business Deductions

Net Business Income Estimate (Activity 3)

Gross Income

Total Deductions

Net Estimate

Rental Property Details

Number Of Properties *

Property 1 Details

Investment Property Address 1

Street address

City

State

Postcode

Ownership %

Total Rental Income

Weeks Available for Rent During FY2026

Weeks Rented During FY2026

Property 1 Deductions

Advertising for Tenants

Body Corporate / Owner Corporation Fees

Borrowing Expenses / LMI

Bank Charges / Annual Package Fee

Cleaning

Council Rates

Depreciation of Plant & Equipment

Capital Works / Building Depreciation

Electricity and Gas if Paid by Owner

Gardening and Lawn Mowing

Insurance - Home / Landlord

Interest on Loans

Land Tax

Pest Control

Property Agent Fees and Commissions

Quantity Surveyor Fees

Repairs and Maintenance

Water Charges

Any Additional Expenses

Total Deductions

Net Rental Income / Loss Estimate (Property 1)

Gross Rental Income

Total Deductions

Net Estimate

Ownership %

Client Share

Property 2 Details

Investment Property Address 2

Street address

City

State

Postcode

Ownership %

Total Rental Income

Weeks Available for Rent During FY2026

Weeks Rented During FY2026

Property 2 Deductions

Advertising for Tenants

Body Corporate / Owner Corporation Fees

Borrowing Expenses / LMI

Bank Charges / Annual Package Fee

Cleaning

Council Rates

Depreciation of Plant & Equipment

Capital Works / Building Depreciation

Electricity and Gas if Paid by Owner

Gardening and Lawn Mowing

Insurance - Home / Landlord

Interest on Loans

Land Tax

Pest Control

Property Agent Fees and Commissions

Quantity Surveyor Fees

Repairs and Maintenance

Water Charges

Any Additional Expenses

Total Deductions

Net Rental Income / Loss Estimate (Property 2)

Gross Rental Income

Total Deductions

Net Estimate

Ownership %

Client Share

Property 3 Details

Investment Property Address 3

Street address

City

State

Postcode

Ownership %

Total Rental Income

Weeks Available for Rent During FY2026

Weeks Rented During FY2026

Property 3 Deductions

Advertising for Tenants

Body Corporate / Owner Corporation Fees

Borrowing Expenses / LMI

Bank Charges / Annual Package Fee

Cleaning

Council Rates

Depreciation of Plant & Equipment

Capital Works / Building Depreciation

Electricity and Gas if Paid by Owner

Gardening and Lawn Mowing

Insurance - Home / Landlord

Interest on Loans

Land Tax

Pest Control

Property Agent Fees and Commissions

Quantity Surveyor Fees

Repairs and Maintenance

Water Charges

Any Additional Expenses

Total Deductions

Net Rental Income / Loss Estimate (Property 3)

Gross Rental Income

Total Deductions

Net Estimate

Ownership %

Client Share

Property 4 Details

Investment Property Address 4

Street address

City

State

Postcode

Ownership %

Total Rental Income

Weeks Available for Rent During FY2026

Weeks Rented During FY2026

Property 4 Deductions

Advertising for Tenants

Body Corporate / Owner Corporation Fees

Borrowing Expenses / LMI

Bank Charges / Annual Package Fee

Cleaning

Council Rates

Depreciation of Plant & Equipment

Capital Works / Building Depreciation

Electricity and Gas if Paid by Owner

Gardening and Lawn Mowing

Insurance - Home / Landlord

Interest on Loans

Land Tax

Pest Control

Property Agent Fees and Commissions

Quantity Surveyor Fees

Repairs and Maintenance

Water Charges

Any Additional Expenses

Total Deductions

Net Rental Income / Loss Estimate (Property 4)

Gross Rental Income

Total Deductions

Net Estimate

Ownership %

Client Share

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