Welcome Back for your 2026 Tax Returns

What Do I Need to Know?

All appointments  continue to be via phone unless alternative arrangements are made. 

Bookings will be taken from first week of July when your Accountants diaries will be updated with their individual availability. However, most appointments cannot be scheduled prior to 20 July to allow for Employers to report income figures. Please note we have already been overwhelmed with requests for July appointments.

Our normal operating times for the Tax Season between July & September are unchanged. 
After hours appointments are via phone only and available Monday – Thursday plus Saturday appointments. NB: Some Accountants may work nights beyond this timeframe.

What Do I Need To Do?

Call the office commencing 1 July 2026 to arrange your appointment.

When determining your preferred date & time please be aware that most information will NOT be available on the ATO portal until after 20 July, therefore unless you can provide all the information listed it is recommended that you wait until you check your myGov account to ensure the information is available & marked “Tax Ready”.

Prepare for your appointment by gathering and summarising the information required. Please note: we do not require individual receipts, however, you must retain the information should it be requested by the ATO.

Send your documents to us 72 hours before your appointment via our secure Client Portal where you can upload the documents. We discourage the use of emails to provide personal information, however, if this is your preferred method you should create a NEW email and send to accountant@sjc.com.au. Do not reply to any previous emails.

The minimum information that you will need to provide is:

• PAYG Summary – Only if not available via your myGov account marked “Tax Ready” at time of booking appointment. Lodging a return without your myGov being ready will delay your return and may incur an additional fee for processing.
• Bank Account details, BSB & Account No.- required every year
• Current Address & Telephone Contact.

If you have other income from sources such as ABN, Rental Properties & Shares you also need to supply:

• Rental Properties - Statement of all income & expenses for the Rental property, see more -   Rental Property Schedule
• Shares - Dividend statements
• Interest - Bank Interest statements
• Managed Fund information
• ABN - Summarised Income & Expenses relating to the ABN.
• Capital Gains Tax – sale of property
• Capital Gains Tax – sale of shares/crypto currency

We have more information available on our website here at SJC or you can go straight to Checklists and more.

What’s Next?

Your accountant will contact you at the organised time to discuss your return before finalisation. If the accountant is delayed with another client their call may be delayed.

For most of our clients upon completion of your appointment it will be sent for review and electronic signature and then automatically returned for lodgement, and no further action is required. However, if you prefer email, it will be sent to you for review, signing and returning to our office. Upon return, it will be lodged.

Should you have queries or suggestions, please do not hesitate to contact our administration team at Simon Jones & Co on 03 9742 3844 or via accountant@sjc.com.au