MP+ Making your Tax Return Easy!

MP+ Making your Tax Return Easy!

The links below will take you to the year-end questionnaires/checklists that will help you prepare the necessary documents to send our way, which will make the process for preparing and lodging your returns more efficient for all.

2026 Update:

We have invested in a streamlined, modern solution to help you send us all relevant documentation required to complete your year-end tax work efficiently and securely.

How do I submit my documents?

As you may be aware from last year, we continue to invest in a streamlined, modern solution to help you send us all relevant documentation required to complete your year-end tax work efficiently and securely. Our online questionnaires allow us to collect the information we require with a focus on cyber security, ease-of-use for our clients, and efficiency for our team in preparing and lodging your returns in a timely manner. You will find more info on the questionnaires further down this email.

Who will prepare my tax return?

For our personal tax clients, we have officially moved away from allocating independent client managers. Instead, all returns will now be managed through a pooled approach where any of our wonderful personal tax team can pick up the job. This allows us to allocate returns to the next available accountant so they can be completed in a timely fashion.

For clients engaging us to complete tax returns for group entities (including businesses), your current client manager will remain responsible for overseeing the preparation of your returns.

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Please note the following recommendation from the Australian Taxation Office (ATO) regarding the timing of your tax return and pre-fill information:

Wait for your information to pre-fill: Registered tax agents have access to the ATO’s pre-fill information reports, with that information coming from employers, government agencies, health funds and banks. The best time to lodge a tax return is from late July, because by then:

• your employer has usually submitted your income statement with the ATO and it will be pre-filled and available for us to access
• other important information, such as details of bank interest, private health insurance and government payments will and be available to us via pre-fill reports

Pre-filled information helps us make your tax returns much more efficient and accurate. If we can’t access pre-filled information, additional time and cost will be required to find, calculate, and enter the information.

(Legacy) PDF Questionnaires

PDF versions of our year-end questionnaires are still available if you prefer to use them. We plan to phase these out over the coming years, and as such we recommend you use the online version above.

1.  If you operate a business, please download and complete the following:
   • Business Year-End Questionnaire 2026 (one per entity)
   • Personal Year-End Questionnaire 2026 (one per individual)
   • Rental Property Questionnaire 2026 if applicable (one per property)
2. If you do not operate a business, please download and complete the following:
   • Personal Year-End Questionnaire 2026 (one per individual)
   • Rental Property Questionnaire 2026 if applicable (one per property)

1. Emailing your documents to clientcare@mckinleyplowman.com.au in a password-protected ZIP folder (and call us to advise the password); or
2. Delivering information to Level 2, 5 Davidson Terrace, Joondalup WA 6027; or
3. Delivering information to Level 4, 40 Kings Park Road, West Perth WA 6005; or
4. Posting information to PO Box 635, Joondalup WA 6919; or
5. Book a face-to-face appointment at our Joondalup office by calling (08) 9301 2200.
6. SharePoint (contact us to ask for a link)