Australian Tax Guides and Accounting Resources
Authoritative ATO and Australian Government guidance paired with practical CPA practice advisory.
Looking for dependable Australian tax information? This Resources hub brings together links to official Australian Taxation Office (ATO) and Australian Government guidance, then connects you with relevant Financially Up services when you need help applying that information to your circumstances.
The external guides linked below are not authored by Financially Up. They are reliable starting points for understanding common record-keeping, business structure and rental property requirements. Tax treatment can depend on your facts, and general information is not a substitute for advice tailored to you.
Start with the topic that matters to you
Select a category below to explore official Australian government information and connect with our dedicated accounting practice services.
Personal tax records
Good records support the income, deductions and other amounts reported in an individual tax return. The documents you need vary with your circumstances, but may include income statements, receipts, working-from-home records, donation receipts and evidence relating to investments or asset sales.
Use the ATO’s records you need to keep guidance as a starting point. If you would like assistance preparing or reviewing your return, see Financially Up’s individual tax services.
Business structures and record keeping
Your business structure affects registration, reporting, tax and administrative obligations. A sole trader, partnership, company and trust each operates differently, so structure decisions should reflect how the business will be owned, managed and funded—not tax alone.
For an official overview, visit business.gov.au’s business structures guidance. For record-keeping obligations, refer to the ATO’s business records guidance.
Financially Up’s business services can assist with accounting, taxation and business advisory matters. If maintaining accurate day-to-day records is the immediate issue, our bookkeeping services may also be relevant.
Rental property records
Rental property owners generally need evidence for rental income, expenses and the cost base of the property. Useful records can include settlement documents, loan statements, property management statements, invoices, insurance documents and records of repairs, maintenance and capital improvements. Some records may need to be kept beyond the period that applies to routine income and expense records because they can affect a later capital gains tax calculation.
The ATO explains the records commonly needed for rental properties and holiday homes. Keep documents in a clear, consistent system and ask for advice if you are unsure whether an amount is immediately deductible, claimed over time or included in the property’s cost base.
How to use these Australian tax guides
Use official resources to understand the general rule, then consider how it applies to your facts. A practical approach is to:
identify the transaction, obligation or decision you need to address;
read the relevant official guidance and note any conditions or exceptions;
collect the records that support the figures, dates and parties involved;
separate facts from assumptions and write down any unanswered questions; and
seek professional help before lodging or implementing a decision if the treatment is unclear or the consequences may be significant.
Official guidance is valuable, but it cannot account for every arrangement. The correct treatment may depend on factors such as ownership, timing, private use, the nature of an expense, the terms of an agreement and whether specific eligibility conditions are met.
How Financially Up can help
Financially Up Pty Ltd can help individuals and businesses organise information, prepare tax returns and accounts, address compliance work and understand the tax and accounting consequences of relevant transactions. Tax planning or specialist advice is scoped separately where required, and legal or financial product advice may require an appropriately qualified adviser.
Financially Up is a registered tax agent with more than 10 years of experience. The professional team includes CPA and IPA members and supports clients Australia-wide through online and in-person appointments.
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Frequently Asked Questions
Common questions regarding official tax guides, record keeping, and engaging our accounting services.
You will find selected links to official ATO and Australian Government guidance on personal tax records, business structures, business record keeping and rental property records, together with links to relevant Financially Up services. The external guidance is not Financially Up content.
Important: This information is general and does not consider your objectives, financial situation or needs. Tax treatment varies with individual circumstances and current law.