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

7/7/23

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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.

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