Paperwork glossary
Each year you declare what you earned (salary, pension, self-employed income, rent…) and any deductions you can claim. The tax office then confirms the tax due or the refund.
Also known as: income tax return, Self Assessment, filing taxes
Only needed if you have income not taxed through PAYE (self-employed, rental income…). The tax year runs from 6 April to 5 April; online returns are due by 31 January.
How long to keep it: Records for at least 22 months after the end of the tax year (5 years after the deadline if self-employed).
Official services: gov.ukUsually due on 15 April for the previous calendar year, with an extension possible. Most states require a separate state return.
How long to keep it: Generally 3 years after filing.
Official services: usa.govUsually due on 30 April (15 June if you or your spouse are self-employed, but any balance is still due on 30 April). Quebec residents file a second return with Revenu Québec.
How long to keep it: Supporting documents for at least 6 years.
Official services: canada.caThe financial year runs from 1 July to 30 June. If you lodge yourself, the return is due by 31 October; a registered tax agent can give you more time.
How long to keep it: 5 years.
Official services: my.gov.auRules change regularly and can depend on your state, province or region: if in doubt, check with the relevant authority.
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