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Free tool · income year 2025–26

Tax Return Organiser

A free worksheet for organising an Australian individual tax return before you lodge: income, work-related deductions, private health, super, and a document checklist, all in one page. Built because gathering everything before you sit down in myTax (or hand it to a tax agent) is the part that actually takes time.

Not tax advice, and not a tax agent service. This organiser is general information only. It is not provided by, and does not constitute a service of, a registered tax agent under the Tax Agent Services Act 2009 (Cth). It does not interpret tax law against your circumstances. The estimate at the bottom uses the public 2025-26 ATO tax brackets, Medicare levy, LITO, SAPTO, capital gains, and family-threshold rules to approximate an outcome, but real "rebate income" for SAPTO and real Medicare Levy Surcharge family thresholds have their own extra complexity this tool simplifies (see the assumptions note below the estimate), and it is not a lodgement figure. For advice specific to your situation, use a tax agent registered with the Tax Practitioners Board, or the ATO directly. Everything you type runs and stays in your own browser, and nothing is transmitted to this site, its owner, or anyone else. It contains a TFN field: treat any file you download or print the same way you'd treat a paper document with your TFN on it.

Personal details

ATO · Pages 1–2

Income

ATO · Item 1–7

Pull salary and wages from your income statement in myGov (usually "Tax ready" by mid-July) rather than payslips: the ATO pre-fills from the same source, and it should match exactly.

Total income (excl. franking credits)$0.00

Capital gains

ATO · Item 18

Enter raw gains before any discount — the 50% CGT discount is applied automatically to gains on assets held 12 months or more. Capital losses are applied to your non-discounted gains first (the most tax-effective order), then to discounted gains, before the discount is applied to whatever remains.

Net capital gain (after losses & discount)$0.00

Work-related deductions

ATO · D1–D5

Three tests apply to every item: you paid for it yourself and weren't reimbursed, it directly relates to earning your income, and you have a record. For self-education (D4), the course/certification needs to maintain or improve skills in your current role: a CCNA, AZ-900, or Security+ pursued while working in IT support is a reasonable example.

Total work-related deductions$0.00

Gifts, donations & other deductions

ATO · D9–D10

Private health & superannuation

ATO · Item M1–M2, IT2

Offsets & study/training debts

ATO · Item 6, 7

Refund / payment details

ATO · Refund page

Supporting documents to have ready

Before you lodge

Questions for the tax agent / notes to self

Optional

Income & deductions

Total income
$0
Total deductions
$0
Taxable income (approx.)
$0

Estimated outcome

$0.00

Enter your income and tax withheld above to see an estimate.

Tax on taxable income$0.00
Less low income tax offset (LITO)-$0.00
Less SAPTO-$0.00
Medicare levy$0.00
Medicare levy surcharge$0.00
HELP/HECS repayment$0.00
Less franking credits-$0.00
Total tax payable$0.00
Tax already withheld$0.00

Assumes an Australian resident, using 2025–26 rates, the full HELP/HECS marginal repayment bands, real SAPTO and family Medicare levy thresholds, and standard CGT loss-and-discount netting. SAPTO uses taxable income as a proxy for "rebate income" (the real SAPTO test also counts reportable super contributions and net investment losses, not collected here). Medicare Levy Surcharge still only uses single-person thresholds, not family ones. General estimate only, not a lodgement figure.

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