15 June 2026
Prepare Early, Lodge Later 2026
Tax season is just around the corner, and we are ready to help you beat the end-of-financial-year rush.
The earlier you send us your checklist and paperwork, the sooner we can secure your spot in our schedule. Remember, we can prepare your return now but delay official lodgment until close to the ATO due date. This gives you a clear financial picture early, leaving you plenty of time to plan for any tax payments.
Checklist Compulsory
Moving forward, for all tax returns, we will need a completed checklist. This is an ATO requirement for tax agent compliance and will ensure all personal details are up to date on our system as well as the ATO portal.
We will start tax returns if no checklist is provided. The checklist will guide you for what documentation will be required to be provided or uploaded to the AFYF portal.
Please note, when you save or close the checklist, you will receive an warning message displayed below.
This warning message is created as a reminder for all documents to be uploaded to the AFYF portal where you have ticked yes too. If you click the “OK” button, the error message will disappear.
Why Get in Early?
- Financial Visibility: Know your exact tax position months in advance, giving you ample time to manage your business or personal cash flow.
- Quicker Turnarounds: If you are tracking toward a tax refund, getting your documents in early means money back in your pocket much sooner.
- Protect Your Lodgement Status: Submitting your details via our portal well ahead of time protects you from late lodgement penalties, interest charges, or shortened ATO deadlines in future years.
Get a Head Start with Our Checklists
From this year, all clients are required to complete our checklist to ensure the tax information is accurate and up to date. We've streamlined the process to help you easily capture every eligible deduction and asset detail. This provides evidence each year from all clients to make sure details are up to date. Our checklists enable us to meet our ATO compliance requirements.
Please download and review the checklists that apply to you:
- Individual Tax Return Checklist 2026
- Company / Partnership Checklist
- Trusts Checklist
- Self-Managed Super Funds (SMSF) Checklist
- Rental income checklist (for individuals)
- Motor vehicle checklist - Logbook & Expenses
Secure & Simple: The AFYF Client Portal
When you're ready, simply upload your completed checklists and financial documents directly to our AFYF Client Portal.
If you haven't received your portal invitation yet, please reach out to our team, and we will get you set up immediately.
We also use a secure platform, FuseSign, to send documents to you for review and digital signatures. Documents are logged online signatures are provided.
Not sure what your specific ATO lodgement deadline is? Don't leave it to chance.
Contact us today to confirm your key dates so we can plan your submission together. Our team is right here to answer your questions, unpack complex tax rules, and guide you smoothly through the process.
