This is an English translation of our Japanese page. The Japanese version and official sources are authoritative.

Tax Return: Required Documents Checklist

A checklist to prevent the "I realized too late a document was missing" moment when filing your tax return. Your checked state is saved automatically on this device (browser), so you can pick up where you left off next time. You can also print it and use it on paper. Skip any items that do not apply to you.

0 / 0

1. Common to everyone

My Number verification documentMy Number Card, or the notification card plus an identity document such as a driver's license Bank account details for receiving a refundAn account number in your own name (if you are due a refund) Copy of last year's tax returnHelpful as a reference when filling in the form (optional)

2. Documents on income

Withholding tax statement for employment incomeEmployees and those who left a job during the year. Don't forget statements from a previous employer. Withholding tax statement for public pensions, etc.For people receiving a pension Books for business/real estate, or blue-form financial statements / statement of income and expensesSole proprietors, freelancers, and people with real estate income Payment records and transaction statements for feesFees from contract work, etc. (if available) Transaction reports for stocks, dividends, crypto assets, etc.Annual transaction report for a specified account, annual profit/loss report from an exchange, etc.

3. Documents on deductions

Life insurance premium deduction certificateSent by your insurer around October Earthquake insurance premium deduction certificate Certificates and receipts for social insurance premiumsNational Pension premium deduction certificate, National Health Insurance amounts paid, etc. Payment certificate for iDeCo (small-scale enterprise mutual aid, etc. contributions) Statement of medical expenses for the medical expense deductionTotal up one year of medical expenses (keep the receipts; linking via My Number Portal is also possible) Donation receipt certificatesFurusato Nozei, etc. (if you do not / cannot use the one-stop exception) Documents related to the mortgage loan creditBalance certificate, certificate of registered matters, sales contract, etc. (a tax return is required in the first year) My Number of dependents and your spouseWhen claiming the dependent deduction or spousal deduction

4. Preparing to file and pay

e-Tax setupMy Number Card plus a compatible smartphone, or an IC card reader Confirm your payment methodDirect debit (furikae), electronic payment, credit card, convenience-store payment, etc.

* These are general guidelines. The documents you need vary with the nature of your income and deductions. For details, check with the National Tax Agency or your local tax office. Your checked state is saved only within your browser and is not sent to any server.

1. Common to everyone

2. Documents on income

3. Documents on deductions

4. Preparing to file and pay

Related pages