Resources
Get your tax return ready Use our tax checklists to gather the right documents, calculators to check the numbers, and guides to understand your deductions — so your return is faster, more accurate and nothing is missed.
Most used Tax e-Checklists · 2025–26
Start your tax return checklist Choose the checklist that matches your return. Complete it and send it to your Client Manager — it's the fastest way to get your return started.
1 Choose your type2 Complete it3 Send to your Client Manager
Online or PDF Individual Employees, sole earners and property investors
PDF Company / Trust / Partnership Businesses, sole traders and family trusts
PDF Self-Managed Super Fund SMSF trustees
Explore
Tools for every stage of the tax year Prepare, estimate and plan with the same resources our advisors use with clients.
Before your consultation
STC Client Form Prepare for a Strategic Tax Consultation so the session starts at the strategy — not the paperwork.
Download library
Guides by topic Occupation guides and plain-English explainers — what you can claim, and what to watch for.
All Property Business SMSF Wealth Finance