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  • Capital gains tax record keeping tool

    Work out your capital gains or losses and keep records of your CGT assets and CGT event details.

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    myGov account – Capital gains tax record keeping tool

    If you don't have a myGov account or your myGov account is not linked to the ATO, go to Create a myGov account and link it to the ATO.

    What you can do with this tool

    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.

    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).

    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.

    Foreign residents

    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 worksheet (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 Calculating your CGT.

    What you will need

    To access the tool you need a myGov account linked to the ATO. If you don't have a myGov account you can still access the website version of the 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.

    Limitations

    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.

    What else you can do

    For full step-by-step instructions and examples, see Calculating your CGT.

    Go to the website tool

    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: 30 Jun 2023QC 49181