Tax Outlook

Prepare a client report

Drop the client's notice of assessment and the report is ready to make.

Drop the notice of assessment here

The notice is all the report needs. Add the return PDF from your tax software for more detail. Or choose files.

Or type the figures from the notice into the form below.

Your firm

Optional. Printed on every page and saved on this device for next time.

Firm name

Tax agent number

Optional. Printed on the report.

Contact line

Logo

PNG, JPG or WebP, up to 300 KB.

Disclaimer printed on the last page

Notice of assessment, 2025–26

All the report needs. Dropping the notice fills these in.

Client name

State or territory

Used for hospital cover prices and average loan sizes.

Taxable income

PAYG withholding

Tax taken from pay.

Result of the notice

That amount is a

The other lines on the notice

Read from the notice with the rest. A blank line is worked out from taxable income.

Tax on taxable income

Non-refundable tax offsets

Medicare levy

Medicare levy surcharge

Study and training loan repayment

Excess private health reduction

Tax offset refunds

PAYG instalments

Franking credits

Other offsets and adjustments

Anything else on the notice. It prints on page 1.

That amount

Add more for a fuller report

Optional. Open any section to add to the report.

Documents to ask for Adds a last page listing the documents the client should send back.

Identity and bank details Driver licence or passport To confirm your identity Bank account details for your refund BSB and account number Last year’s tax return If another tax agent lodged it

Income Income statement from each employer In myGov, marked “Tax ready” Centrelink or other government payment summary From your Centrelink online account Termination or redundancy payment summary From your employer Super pension or lump sum payment summary From your super fund Overseas income and any foreign tax paid Bank or payer statements

Investments Bank interest for the year From each bank Dividend statements From each share registry Managed fund or ETF annual tax statements From each fund manager Records of shares or property sold Buy and sell contracts, with costs Crypto records from every exchange and wallet Each trade, with dates and Australian dollar values

Rental property Annual statement from your property manager Rent received and fees paid Loan interest statement for the property From your lender Receipts for repairs, rates, insurance and strata Tax depreciation schedule From your quantity surveyor Settlement statement, if bought or sold this year From your conveyancer

Work and other deductions Receipts for work tools, uniforms and equipment Course fees and study costs for your work Car logbook and car expense receipts 12-week logbook, fuel and service receipts Record of hours worked from home Diary or timesheet, plus one bill Phone and internet bills With your work use marked Union fees and professional memberships Income protection insurance premiums From your insurer Donation receipts, $2 or more From registered charities

Business Invoices and income records for the year From your accounting software Business expense receipts Business bank statements Every business account Business activity statements (BAS) Each one lodged this year PAYG instalment notices and payments made From ATO letters Records of equipment or vehicles bought Date, cost and business use

Trusts, partnerships and companies Trust distribution statement From the trustee Trust deed, for a trust you control With any changes since Partnership distribution statement Your share of the partnership’s income Company financial statements For a company you run

Super and health cover Private health insurance statement From your insurer’s member website Super fund acknowledgement of your notice of intent To claim personal super contributions

The figures do not match the assessment

Email the report to the client

Client email

Optional. The notice doesn't show it.

Subject

Message

For Outlook on a computer: the email downloads as a file. Open it and Outlook shows a new email with the PDF attached, ready to send.

Gmail or other webmail? and attach the PDF yourself; it downloads at the same time.