Tax documents and calculator
Client Resources

Tax Worksheets

Downloadable worksheets to help you gather your tax information before your appointment.

Use the worksheets below to collate your income, deductions and other relevant information before your appointment. Bringing a completed worksheet makes the process faster and ensures nothing is missed.

2025–26 Financial Year

Tax Return Worksheets 2025

196 KB  ·  PDF

Download

2023–24 Financial Year

Tax Return Worksheet 2024

117 KB  ·  PDF

Download

2022–23 Financial Year

Tax Return Worksheet 2023

118 KB  ·  PDF

Download

2020–21 & 2021–22 Financial Year

Tax Return Worksheet 2022

118 KB  ·  PDF

Download

Need a Copy?

Difficulty downloading? Call (08) 9274 2299 and we can email or post a copy to you.