ITR Checklist (PAYG Only) - 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

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

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

Payment Information

Fee (inc GST)

$129

ITR PAYG Only Fee (inc GST)

Payment Method *

Credit/Debit CardBank Transfer (BSB & Account Number)

Payment *

Pay

Note: Payments made via credit card will incur a surcharge. We recommend using alternative payment methods to avoid this additional fee.

Bank Transfer Details

BSB: 063 000
Account Number: 1316 6899
Account Name: AY Consultants Pty Ltd, trading as Clear Tax

Receipt / Reference Number *

Upload Payment Receipt *

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