Records you need to keep

Administering and reporting

As a trustee, you will have a number of administrative obligations – for example, you will need to arrange an annual audit of your fund, keep appropriate records and report to us on the fund’s operation.

Keeping good investment records

Good records help you to report your income accurately and claim all the deductions to which you are entitled.

Keeping good records

Advice for trustees of a SMSF on what records to keep and why.

Record keeping for business

ATO information to help businesses with your record-keeping requirements. Keeping accurate and complete records helps you meet your tax, superannuation and employer obligations, and manage your business and cash flow.

Record keeping for not-for-profits

A good record keeping system will help you manage your tax obligations. Find out what types of records you need to keep as a not-for-profit and for how long.

Records you need to keep

Work out what format your records need to be in, how long to keep them and when you need them.

Reporting and keeping records

You report and pay luxury car tax on your BAS in the same way you report other business taxes, and you must keep accurate LCT records of any sale or importation.

Supporting documentation

See the supporting documentation you may need to provide to verify the amounts included in your tax return.