27/06/2026
5 Simple Ways to Prepare for Your Tax Return
Don’t wait until the last minute. Spending 15 minutes getting organised now can make your tax appointment quicker and help ensure you don’t miss legitimate deductions.
✅ 1. Gather your income information
* PAYG Income Statements
* Bank interest
* Investment income
* Centrelink payments (if applicable)
✅ 2. Organise your receipts
Collect receipts for any work-related expenses you may be entitled to claim.
✅ 3. Check your work-from-home records
If you’ve worked from home, make sure you have a record of your hours and any relevant expenses.
✅ 4. Review your private health insurance
Have your annual tax statement available if you were covered during the financial year.
✅ 5. Update your personal details
Ensure your bank account details, address and contact information are current with the ATO.
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A little preparation now can save time later.
Getting your documents organised before your tax appointment helps make the process smoother and reduces the chance of missing important information.
If you’re unsure what to bring, we’re happy to guide you.
📅 Tax season appointments are now available.
📍 Santalab Accounting
🌐 www.santalab.com.au