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 your actual 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 and will ensure all personal details are up to date on our system as well as the ATO portal.

We will not be starting any tax returns if no checklist is provided. The checklist will guide you 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 error message displayed below.

This error message is created to ensure all documents are uploaded to the AFYF portal that you have ticked yes too. If you click the “OK” button, the error message will disappear.

We will also not be accepting “use last year information” or “same as last year” as circumstances and amounts change year to year, and the information must be relevant for the current tax period.

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

Please complete our checklist to ensure your tax information is accurate and up to date. We've streamlined the process to help you easily capture every eligible deduction and asset detail.

Please download and review the checklists that apply to you:

Individual Tax Return Checklist
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. This secure platform features built-in FuseSign integration, allowing you to review and electronically sign your completed returns from any email account, on any device. If you haven't received your portal invitation yet, please reach out to our team, and we will get you set up immediately.

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.

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