With the new financial year underway, it’s time to get organised. Whether you’re an individual taxpayer, sole trader, or small business owner, preparing early can make tax time far less stressful—and may even help you identify deductions you might otherwise miss.
If you earned above the tax-free threshold during the 2024–25 financial year (1 July 2024 to 30 June 2025), you’re likely required to lodge a tax return with the Australian Taxation Office (ATO). But even if your income was lower, you may still need to lodge, depending on your situation.
Either way, preparation is key—and our updated Tax Record Kit makes it easy.
Get Your Tax Return Organised with One Simple Tool
To help streamline the process, we’ve refreshed our popular Tax Record Kit for the 2024–25 financial year. This free, easy-to-use template helps you gather and categorise all the information you need to lodge your return accurately and efficiently.
You can complete it digitally or by hand—then simply send it to our team. We’ll take care of the rest.
What’s Inside the 2024–25 Tax Record Kit?
Our Tax Kit is structured to capture the information the ATO expects and includes:
1. Income Streams
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Salary and wages
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Interest and dividends
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Business income
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Rental income
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Capital gains
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Government payments
2. Deductions and Expenses
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Work-related travel or vehicle costs
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Self-education expenses
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Home office expenses
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Donations
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Tax agent fees
3. Other Key Information
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Private health insurance details
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Superannuation contributions
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Tax offsets or rebates
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HECS/HELP debt status
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Spouse or dependent information (if applicable)
Why Use the Tax Record Kit?
Using our kit ensures you:
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Don’t miss important income or deductions
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Save time gathering documents
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Reduce back-and-forth with your accountant
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Comply with ATO recordkeeping requirements
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Lodge your return on time with confidence
Tip: The ATO requires most tax records to be kept for at least five years, so now’s a great time to get your filing system in order.
Need Help with Lodging Your Tax Return?
At The Quinn Group, our experienced accountants and tax lawyers can help you:
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Legally minimise your tax liability
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Maximise deductions and offsets
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Lodge on time and avoid penalties
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Understand your obligations under current ATO rules
Whether you’re lodging as an individual or on behalf of a business or trust, we’re here to support you every step of the way.
Call us on 1300 QUINNS (1300 784 667) or submit an online enquiry to get started.
Download Your Free Tax Record Kit
Ready to make tax time easier?
Visit our Free Resources page to download your 2024–25 Tax Record Kit today.
It’s free, simple to use, and designed to help you stay on track this financial year.
