Tax Preparation Checklist – Individual 2026
Everything you need to gather before your individual tax return appointment with AGS for the 2025–26 financial year. Income, deductions, offsets and supporting documentation — all in one checklist.
Everything you need to gather before your individual tax return appointment with AGS for the 2025–26 financial year. Income, deductions, offsets and supporting documentation — all in one checklist.
A guide to how deductions can be claimed for commonly used expense categories for 2025–26, plus mandatory documentation requirements to satisfy the ATO.
Our guides are a starting point. For advice tailored to your situation — tax position, super, family and goals — book a free initial discussion with an AGS adviser.
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