What to Bring When You Visit Your Accountant for EOFY 2026

Written by Daniel Dubois & Shara Cox

Tax time is much easier when you're prepared. Bringing the right information to your appointment helps us complete your tax return efficiently, identify all eligible deductions and ensure nothing is missed.

To help you get the most value from your appointment, we've outlined the key information individuals and business owners should bring to their meeting.

For Individuals

Whether you're an employee, investor, retiree or property owner, please bring details of all income and relevant expenses for the financial year.

Income Information

Please provide details of all income received, including:

  • Details we can obtain from the ATO

    • Income Statements (formerly Payment Summaries)

    • Bank interest statements

    • Dividend statements

    • Trust distribution statements (after Sept/October)

    • Government payments, such as Centrelink benefits

  • Details you will need to provide

    • Rental property income records

    • Cryptocurrency transactions and investment income

    • Foreign income or overseas investments

Records of Tax Deductions

Bring records of any work-related or investment-related expenses, including:

  • Professional memberships and subscriptions

  • Uniforms and protective clothing

  • Tools and equipment

  • Motor vehicle and travel expenses

  • Self-education and training costs

  • Donations to registered charities

  • Income protection insurance premiums

  • Investment and property-related expenses

Don't worry if you're unsure whether something is deductible - bring the information along and we can advise you.

Working from Home Records

If you worked from home during the year, please advise:

  • A record of hours worked from home

  • Details of work-related equipment purchased, such as computers, monitors, desks or office chairs

  • Internet and phone expense records where applicable (noting that the safe harbour rules allow you to claim the hourly amount or direct phone/internet expenses, but not both)

Private Health Insurance and Superannuation

Please let us know if you:

  • Held private health insurance during the year

  • Made personal superannuation contributions

  • Received confirmation from your super fund for a Notice of Intent to Claim a Deduction

Rental Property Information

If you own an investment property, please provide:

  • Annual rental statements

  • Loan interest information

  • Council and water rates

  • Insurance expenses

  • Repairs and maintenance costs

  • Details of renovations or improvements

  • Depreciation schedules (if applicable)

Investment and Asset Sales

If you sold any assets during the year, please provide both the sale proceeds and purchase details for:

  • Shares

  • Managed funds

  • Cryptocurrency

  • Investment properties

  • Other significant investments

These transactions may have capital gains tax implications, so it's important we have accurate records.

Changes to Your Circumstances

Please let us know if any of the following occurred during the year:

  • You changed jobs

  • Started a business or side hustle

  • Bought or sold property

  • Got married or separated

  • Had a child

  • Received an inheritance

  • Moved overseas or became an Australian tax resident

  • Started or stopped receiving government benefits

Even if you're unsure whether a change affects your tax return, it's worth mentioning it.

For Business Owners

If you operate a business, company, trust, partnership or self-managed investment activity, providing up-to-date financial information will help us prepare your tax obligations efficiently and identify planning opportunities.  Ideally this will all be captured in your online accounting file.

Business Income and Financial Records

Please provide:

  • Details of any new business activities or income streams

  • Information regarding grants, government assistance or rebates received

Business Expenses

Please provide details of significant expenses incurred during the year, including:

  • Motor vehicle expenses

  • Equipment and asset purchases

  • Repairs and maintenance

  • Rent and occupancy costs

  • Interest and finance costs

  • Professional fees and subscriptions

  • Marketing and advertising expenditure

Employees and Superannuation

Please advise if:

  • You employed new staff during the year

  • You ceased employing staff

  • There were any changes to wages or contractor arrangements

  • Superannuation contributions have not yet been paid

  • You received correspondence from the ATO regarding payroll or superannuation obligations

Asset Purchases and Financing

Please provide details of:

  • Vehicles, machinery, equipment or technology acquired during the year

  • Assets sold, traded in or disposed of

  • New loans, refinancing arrangements or finance leases

Business Structure and Ownership Changes

Please let us know if:

  • New shareholders, partners or beneficiaries were introduced

  • Ownership interests changed

  • You commenced or ceased business activities

  • You purchased or sold a business

  • You established (or intend to establish) any new entities, trusts or companies

Property and Investment Activities

If your business owns property or investments, please provide details of:

  • Property purchases or sales

  • Commercial property income and expenses

  • Investment holdings acquired or disposed of

  • Trust distributions received or paid

The right time to obtain advice

Whilst you are getting ready for us to complete your compliance, now is also the time to compile any questions you may have in respect to:

  • Assistance you may need with your online accounting file (eg. Xero)

  • Structural changes you may be planning

    • Business acquisition, expansion or sale

    • Do you need to restructure your business and personal group entities in light of the Federal Budget

  • Plans for acquisition of business assets or property – Salt can assist with planning, forecasts, financing etc

  • Financial Planning– our FP team can assist you in understanding and planning your pathway towards

    • Buying a house or other major assets

    • Retirement

    • Any other major life decisions

  • Any other Structural, Accounting or Financial advice you may need

We are here to help with your Financial Life.

Need Help Before Your Appointment?

Don't worry if your records aren't perfect. Provide what you have at hand, and we'll help you work through the rest.

The more information you can provide, the more accurately we can prepare your return, attend to your compliance obligations and identify opportunities to improve your tax position.

Contact your team at Salt before your appointment if you're unsure what information you'll need. We can provide guidance based on your individual or business circumstances.

Jenni Anderson