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  • Tax time toolkit for investors

    Our 2022 Tax Time toolkit for investors.

    For a summary of this content in portable document format (PDF), see Tax time toolkit for investors (PDF, 2.7MB)This link will download a file

    Assistant Commissioner's foreword

    Welcome to the investor's toolkit for 2022.

    Our investors toolkit is a great resource for anyone earning money from their investments, whether you invest in property, shares or crypto assets.

    We continue to be committed in providing support so all investors can lodge their returns accurately. The resources in the toolkit provide information to help investors keep the records they need to prepare their returns now and in the future. Getting your return right avoids costly follow up and amendments down the track.

    This year, we have added new fact sheets on:

    • capital gains tax on the sale of shares and units
    • crypto assets
    • rental properties, including body corporate fees and charges.

    While we provide help and support, we also focus on ensuring the integrity of the tax system and take actions to ensure all taxpayers are paying the correct amount of tax. This means we continue to review returns where we have indicators that claims are incorrect or income has been omitted. We also deal with those who choose to do the wrong thing, which may include applying penalties and prosecution.

    I encourage all investors and their agents to refer to this toolkit as they complete their returns. You can access other products we have available to assist, such as videos and our rental property guide at www.ato.gov.au/property

    Adam O'Grady, Assistant Commissioner, Individuals and Intermediaries, Australian Taxation Office.

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    Authorised by the Australian Government, Canberra.

      Last modified: 20 Jun 2022QC 59553