What records do I need to keep in relation to my tax return?

Generally, you will need the following documents to prepare your personal tax return:

• Payment summaries from employers, pensions, etc.
• Bank statements for interest income.
• Dividend statements for dividend income.
• Buy and sell investment statements for CGT purposes.
• Rental income and expenses including agent statements and property expenses.
• Receipts for deductions you want to claim (e.g. work-related expenses, charitable donations, etc.).
• Private health insurance policy statement.
• Any other documents that record income and deductions.

The specifics may vary depending on your personal situation.

Disclaimer: The content of this article is general in nature and is presented for informative purposes. It is not intended to constitute tax or financial advice, whether general or personal nor is it intended to imply any recommendation or opinion about a financial product. It does not take into consideration your personal situation and may not be relevant to your circumstances. Before taking any action, consider your own particular circumstances and seek professional advice. This content is protected by copyright laws and various other intellectual property laws. It is not to be modified, reproduced or republished without prior written consent.