Dividend Records | Gotax

What records do you need for Dividends?

Though most of your dividend income should prefill into your yearly tax return, you should nonetheless, retain where possible the following record keeping requirements of the ATO.

What you need to provide supporting documents for your dividends:

• A copy of all dividend statements from the Australian company of the dividends that were paid to you or had made distributions to you during the income year – these include dividends applied under a dividend reinvestment plan and bonus shares that qualify as dividends.
• If the shares were in joint names, just provide only your portion of the dividends.

If you can't provide any of the above, provide the following:

• copies of original bank statements showing the deposits of payments form the company
• copies of any other original documents or information that may help us verify the information on our tax return.

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