Tax time toolkits

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

On this page

• Using our resources
• Individuals
• Small business
• Tax time resources in other languages
• Feedback and content requests

Using our resources

Our educational resources support and guide your conversations with your individuals 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 links below to access our tax-time toolkit for individuals to help your clients better understand their tax obligations.

• General toolkit – our downloadable summaries for
  • Residency, foreign income and the income statement
    Find out about how tax residency impacts tax obligations, declaring foreign income and the income statement.
  • Common work-related expenses
    Find out what work-related expenses are deductible and the records clients need to keep.
  • Occupation and industry guide summaries
    Check out our occupation and industry specific work-related expense posters.
   
• Investors toolkit
  Factsheets on rental and investment properties, crypto assets, shares, capital gains tax (CGT) on property and pay as you go instalments.

You can also access our individual Tax return instructions for the 2022–23 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.

• Small business guides
  Access our single fact sheets on a range of tax topics for small business.
• Small business – tax-time toolkit
  Access a complete version of the small business toolkit.

Tax time resources in other languages

Many of our educational resources are available in other languages. 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: IndividualsCommunication@ato.gov.au