Individual Returns For 2026

Streamline the preparation, documentation and review of your clients’ individual income tax returns with our comprehensive Individual Tax Return Workpapers for the financial year ended 30 June 2026.

Designed specifically for accountants in public practice, this feature-packed Microsoft Excel workbook provides a complete working paper solution for preparing individual tax returns, with the added convenience of accommodating both your client and their partner in a single file.

Bring together your calculations, supporting records, checklists and working papers in one organised workbook, which can be saved alongside your client’s other records in your document management system for easy retrieval.

Get the information you need from your clients before you start.

The package also includes Personal Records Checklists designed to help your clients provide the information and supporting documents required to complete their tax returns.

Two versions are provided:

• Short Checklist – A convenient tick-box format for clients to identify the information and records they need to provide.

• Detailed Checklist – A more comprehensive version allowing clients to record relevant information and provide additional details.

Both checklists are supplied in Microsoft Word and PDF formats, giving you the flexibility to customise them to suit your practice.

Send these checklists to your clients before commencing their returns to minimise missing information, reduce follow-up queries and help you complete their work more efficiently.

One workbook for your client and their partner, supported by practical checklists that make tax return preparation easier for everyone.

For more information, explore the features below and watch our demonstration videos to see the workpapers in action and discover the other solutions available from Accountants Desktop.

Warning: this file is not compatible with Microsoft Excel versions 2019 or the cloud-based version of Excel, Excel for Mac, or Google Sheets.