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

GENERAL INFORMATION

  • Full name
  • Any change to your residential/postal address, mobile phone number, email address or bank account details since your last tax return
  • 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’s approximate taxable income for the financial year

INCOME INFORMATION

  • 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

DEDUCTIONS

  • 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

OTHER INFORMATION

  • 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
Xero
Kedwell & Co are a Xero Silver Partner
CPA
Kedwell & Co is a CPA Practice