Capital gains tax record keeping tool
Work out your capital gains or losses and keep records of your CGT assets and CGT event details.
On this page
Before you use this tool
The tool results are based on the information you provide at the time. You should use the results as an estimate and for guidance purposes only.
For assets with a capital gains tax (CGT) event date, the tool works out your net capital gain or loss amount for the year. It will apply the CGT calculation method that gives you the best result (the smallest net capital gain).
Information you need for this tool
You may need the following information when using the tool:
- asset purchase or acquisition costs
- expense records (such as legal fees, stamp duty, advertising, brokerage)
- borrowing expenses (such as loan application and mortgage discharge fees)
- records of any repairs, maintenance and improvement costs.
When you can't use this tool
If you have inherited assets from a deceased estate, you can't use this tool. For more information, see Inherited property and CGTThis link opens in a new window.
For 2017–18 and later income years, foreign or temporary residents can now use this tool.
For 2016–17 and earlier income years foreign or temporary residentsThis link opens in a new window need to use the CGT discount worksheetThis link will download a file (PDF, 149KB)This link will download a file to calculate your CGT discount percentage.
The worksheet also shows you how to apply your CGT discount percentage if you have no capital losses or small business CGT concessions to apply.
For more information, see Working out your capital gain or loss.
Access the tool
There are 2 ways you can access the tool:
Access the tool using your myGov account
If you use a myGov account to access the tool, you'll be able to save your CGT records to the ATO for use in your tax return. This will save you time when you complete your tax return.
If you don't have a myGov account or your myGov account is not linked to the ATO, go to Create your myGov account and link it to the ATO.
Access the tool without a myGov account
If you access this tool without a myGov account, you won't be able to save your records to the ATO.
You can print a copy of the calculation results for your records and you may remain anonymous throughout the tool.
Capital gains tax record keeping tool Work out your capital gains or losses and keep records of your CGT assets and CGT event details.Last modified: 11 Aug 2022QC 49181