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Tax time toolkits

Use our toolkits as an educational resource to guide conversations with your individual and small business clients.

Last updated 15 June 2026

Using our resources

Our educational resources support and guide your conversations with your individual and small business clients.

To use these resources, you can either:

  • download and print these resources in portable document format (PDF) to share with clients
  • view them online and share a link with your clients.

Individuals

Use the link below to access our tax time toolkit for individuals to help your clients better understand their tax obligations:

  • Tax time toolkit general – our downloadable summaries for
    • occupation and industry specific common work-related expenses
    • residency and foreign income
    • the income statement.
  • Tax time toolkit for investors – factsheets on
    • rental and investment properties
    • crypto assets
    • shares
    • capital gains tax (CGT) on property
    • pay as you go instalments.

You can also access our individual Tax return instructions for the 2025–26 income year and prior years.

Small business

Use the links below to access our toolkit for small business topics including home-based business expenses, motor vehicle expenses, travel expenses, and pausing or permanently closing your business:

Tax time resources in languages other than English

Many of our educational resources are available in languages other than English. Go to tax time resources in languages other than English.

Feedback and content requests

You can provide feedback on these products or request new content to share across your channels. Contact us at: Individuals Communication.

 

Our Tax time toolkit 2026 includes summaries of common work-related expenses for your occupation or industry.

Our resource for anyone earning money from their investments, whether you invest in property, shares or crypto assets.

Information to help small businesses at tax time and all year round.

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