Client Forms

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Individual Tax Return 2026

2025–2026 income and deductions checklist for individual clients.

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Sole Trader 2026

2025–2026 business income and expenses checklist for sole traders.

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Rental Property 2026

2025–2026 rental income and expenses checklist — one per property.

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New Client Form

Client engagement form for onboarding new clients with Diwan & Co.

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Existing Client

Are you an existing client of Diwan & Co.? *

As a new client, please also complete our New Client Form so we can set you up in our system.

Client Details

Income

Did you receive income from any of the following? Please select Yes or No for each item.

1. Salary or wages

2. Australian Government Youth Allowance or JobSeeker

3. Australian Government pensions and other allowances

4. Rental property income

You've indicated rental income. Please also complete our Rental Property 2026 form for each property you own.

5. Capital gain or loss from the sale of an asset

6. Shares — sold

7. Cryptocurrency — sold or exchanged

8. Other income

Spouse Details

Did you have a spouse during the 2025–2026 year? *

Did you have a spouse for the full year?

Is your spouse a resident?

Dependent Children

Do you have any dependent children? *

D1 — Work-Related Car Expense

Choose your claim method

You can read about this method here: ATO — Logbook method

Expenses ($)

Have any car expenses been reimbursed by your employer?

D2 — Work-Related Travel Expenses ($)

D3 — Work-Related Uniform & Clothing Expenses ($)

D4 — Work-Related Self-Education Expenses ($)

D5 — Other Work-Related Expenses

Assets Purchased Over $300

Have you purchased any assets greater than $300? (e.g. tools, mobile phone, laptop) *

Please attach proof of purchase (e.g. invoice or bank statement) *

Click to upload proof of purchase

JPG, PNG, PDF, DOC or XLS — up to 5MB each

Home Office Expenses

Choose ONE method

You can read about this method here: ATO — Actual cost method

Expenses ($)

D9 — Gifts or Donations

Amounts donated to a charity registered with the ACNC. You can search the register here: acnc.gov.au/charity/charities

D10 — Cost of Managing Tax Affairs

D15 — Income Protection Insurance

Other Deductions Not Covered Above

Supporting Documents

Please upload any additional supporting documents.

Click to upload your documents

JPG, PNG, PDF, DOC or XLS — up to 5MB each, multiple files accepted

"Liability Limited by a scheme approved under Professional Standards Legislation"

Existing Client

Are you an existing client of Diwan & Co.? *

As a new client, please also complete our New Client Form so we can set you up in our system.

Client & Business Details

GST Registration

Are you registered for GST?

Business Income

Did you receive any of the following during 2025–2026? Please select Yes or No for each item.

1. Income Received

2. Sale of business asset

Rental Property Income

Did you receive rental property income during 2025–2026?

You've indicated rental income. Please also complete our Rental Property 2026 form for each property you own.

Motor Vehicle Expenses

Choose your claim method

You can read about this method here: ATO — Logbook method

Expenses ($)

Expenses ($)

Business Assets Purchased During the Year

List any equipment, tools, or assets purchased for the business - one item per row.

Please attach substantiation (e.g. invoice or bank statement) for each asset listed, in the Supporting Documents section below — this is required.

Supporting Documents

Please upload any additional supporting documents.

Click to upload your documents

JPG, PNG, PDF, DOC or XLS — up to 5MB each, multiple files accepted

"Liability Limited by a scheme approved under Professional Standards Legislation"

Client Details

Property Details

Rental Period

Was the property rented for the full 2025–2026 year?

Has the loan on the property been renegotiated this year?

Income ($)

Expenses ($)

Capital & Depreciation

Do you have a depreciation schedule for this property?

Please upload your depreciation schedule in the Supporting Documents section below.

Other Deductions Not Covered Above

Supporting Documents

Please upload all relevant documents.

Click to upload your documents

JPG, PNG, PDF, DOC or XLS — up to 5MB each, multiple files accepted

"Liability Limited by a scheme approved under Professional Standards Legislation"

Personal Details

Contact Details

Residential Address

Is your mailing address the same as your residential address? *

Mailing Address

Business Details

Do you have an ABN? *

Bank Account Details

Please provide the following details for any ATO refunds you may receive.

Photo ID

Please upload a clear photo of your identification document (e.g. driver's licence or passport).

Click to upload your Photo ID

Driver's licence, passport — JPG, PNG or PDF up to 5MB

"Liability Limited by a scheme approved under Professional Standards Legislation"