Resources

Helpful Resources

Downloadable tools and checklists to help you prepare for your accounting and taxation needs.

Downloads

Income Tax Return Checklist

Income Tax Return Checklist

Use this checklist to help prepare the information needed to complete your income tax return. Download and complete before your appointment with us.

Download the Form

Substantiation

Information Sheets

Home Office Information Sheet

What the ATO requires to substantiate the hours you work from home.

Download (PDF)

Mobile Phone Substantiation

How to substantiate mobile and home telephone expenses.

Download (PDF)

Internet Substantiation

How to substantiate the work-related share of your internet usage.

Download (PDF)

Motor Vehicle Logbook

Record your work-related trips to support a logbook claim.

Download (Word)

ATO Fact Sheet

Standard Deduction for Work‑Related Expenses

Standard Deduction Fact Sheet

From the 2026–27 income year, eligible employees receive an automatic deduction of up to $1,000 for work-related expenses. Find out who is eligible, which expenses reduce it, and when it may be better to claim your actual expenses.

Download (PDF)

Need further assistance?

Contact us directly and one of our team members will be happy to help with your enquiry.