Our 2026 Tax Return Questionnaire and Tax Return Checklist helps employees, property investors, retirees, company directors and self-employed individuals gather everything needed to prepare their Australian income tax return.

Whether you are lodging your tax return by email, attending a video meeting or visiting our Newton office, this guide will help you prepare your records and maximise legitimate tax deductions.

At Tax Accounting Adelaide, we’ve made it easy for you to organise your tax information and lodge your 2026 Tax Return.

To help streamline the process, we’ve created our 2026 Tax Return Questionnaire, which allows you to provide the information we need before your appointment or before we prepare your return via email. The questionnaire covers the 2026 financial year (1 July 2025 to 30 June 2026). TR3-1 – ITR Questionnaire 2026

Download the 2026 Tax Return Questionnaire

Our questionnaire helps you gather information about:

Income

• Employment income
• Bank interest
• Dividend income
• Trust distributions
• Foreign income
• Cryptocurrency transactions
• Capital gains from shares and investments

Work-Related Deductions

• Motor vehicle expenses
• Working from home expenses
• Mobile phone and internet costs
• Uniforms and laundry
• Tools and equipment
• Self-education expenses
• Professional memberships
• Income protection insurance

Investment Properties

• Rental statements
• Interest on investment loans
• Property expenses
• Depreciation schedules
• Repairs and maintenance

Other Information

• Superannuation contributions
• Private health insurance
• Investment income
• Cryptocurrency activity

The questionnaire also includes sections for motor vehicle claims, rental properties and investment income where applicable. TR3-1 – ITR Questionnaire 2026

Why Complete the Questionnaire?

Completing the questionnaire before your appointment can:

✅ Save time

✅ Help maximise your deductions

✅ Reduce the number of follow-up questions

✅ Allow us to prepare your return faster

✅ Make email-based tax return preparation much easier

Working From Home Claims

If you’re claiming working from home expenses, you’ll also need to complete our 2026 Working From Home Diary Template and provide details of your home office usage. [TR3-1 – IT…naire 2026 | Word]

When Should You Lodge?

Most employers have until mid-July to finalise Income Statements with the ATO. We generally recommend waiting until this information has been finalised before lodging your return to avoid amendments later.

How We Can Help

You can choose whichever option suits you:

• Meet with us in person at our Newton office
• Book a video appointment
• Email your information to us
• Complete and submit the questionnaire electronically

Once we receive your information, we’ll review everything and let you know if anything further is required.

Need Help With Your 2026 Tax Return?

Ready to Get Started?

Download the 2026 Tax Return Questionnaire and send it back to us together with your supporting documents.TR3-1 – ITR Questionnaire 2026

Alternatively book your tax appointment today.

 

Individual tax return – simple
https://outlook.office.com/owa/calendar/TaxAccountingAdelaide2@taxaccountingadelaide.com/bookings/s/dv3LUc4cfEq4n9NWTVqQ2Q2

Tax return – complex
(Investments, crypto, rental property, or small business)
https://outlook.office.com/owa/calendar/TaxAccountingAdelaide2@taxaccountingadelaide.com/bookings/s/5409VVS8Nk2frybTGdnXxg2