Return Ready for Individuals Program - 2026
Return ready, every time! This 4-part program takes accountants through the complete individual tax return, from the fundamentals of income and deductions, through employee essentials, investment income and CGT, to sole trader business income and GST.
With 6 hours of content across four sessions, this program equips accountants with a solid foundation, practical scenarios and common issues across every client type, from wage earners to investors and sole traders in business.
In this session, we cover:
The Starter Pack
Individual Tax Return contents
Income
Deductions
Offsets
Adjustments
ATO prefill
Inclusions
Common issues
Residency basics
Resident vs non-resident
Compliance principles
Substantiation
Nexus test
The Employee Essentials
Income
Wages + STP
Allowances
Lump sums
Termination payments
Interest
Dividends
Deductions
Motor vehicles
Travel
Clothing
Self-education
Work-related expenses
Donations
Cost of Managing Tax Affairs
Superannuation contributions
Other
The Investor Toolkit
CGT Fundamentals
CGT Event A1
Capital Proceeds + Cost Base
CGT Discount + Indexation
Rental Properties
Preliminary information
Income
Expenses
Interest
Capital Allowances + Capital Works
Common issues
The Sole Trader in Business
Business Income
Income
PSI
Business Expenses
Motor vehicles
Apportioning expenses
GST
Reporting
BAS vs tax return reconciliation
Small Business Concessions
Instant asset write-off
Simplified depreciation
