Thanks for becoming a new client of ours! To help you legally maximise your tax refund, we’ll need the following information:


  • Full name
  • Email address
  • Mobile phone number
  • Tax file number
  • Date of birth
  • Occupation
  • Residential and postal address
  • Bank BSB & account number for deposit of any tax refund
  • If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
  • Legal or defacto spouse name, date of birth, approximate taxable income for the financial year
  • Number of any dependent children


  • Annual payment summary from employer(s)
  • Lump Sum and Termination Payment Summaries
  • Government payment statements, if received
  • Interest income from banks and building societies
  • Dividend statements for dividends received or reinvested
  • Annual Tax Statements from Managed Funds
  • Other income from:
    • Rental properties - click here for our investment property checklist.
    • Business
    • Foreign income
    • Capital gains
    • Employee share schemes


  • Work related expenses:
    • Motor vehicle
    • Travel (fares and accommodation)
    • Uniforms/work wear (with your employer’s logo or that is protective)
    • Self-education and professional development
    • Union, journals, tools, equipment, subscriptions and memberships
    • Average weekly hours spent working from home
    • Home office, seminars, conferences
    • Telephone, computer, internet (including approximate purchase date and cost of your current computer and mobile and your estimated work use percentage)
    • Any other costs incurred earning income
  • Donations to charities or building funds
  • Income protection insurance
  • Tax agent fees


  • Your annual private health insurance tax statement
  • IAS statements or details of PAYG instalments paid
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Kedwell & Co are family-owned, registered tax agents and are a Certified Practicing Accountant (CPA) accounting practice.

3 Ways To Do Your Tax Return

Liability limited by a scheme approved under Professional Standards Legislation
Registered Tax Agent
Tax Agent 25651700
Kedwell & Co are a Xero Silver Partner
Kedwell & Co is a CPA Practice