Capital Gains Tax Record Template
Template for Capital Gains Tax Record. Customize this template for your specific needs.
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Document: Capital Gains Tax Record
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Version 1 • Last updated 7/30/2026
Capital Gains Tax Record Sheet
Asset Details
Asset Description: [e.g., 2021 Toyota Hilux 2.8L 4x4 Dual Cab] Asset ID: [e.g., VEH-001] Date of Acquisition: [DD/MM/YYYY] Date of Disposal: [DD/MM/YYYY - Leave blank if not yet sold] Asset Used For: [e.g., Transporting tools and materials to construction sites] Business Use Percentage: [e.g., 90%]
1. Initial Cost Base
(Elements 1 & 2)
| Description | Date | Amount ($) | Receipt/Invoice Reference |
|---|---|---|---|
| Purchase Price | [DD/MM/YYYY] | [$0.00] | [INV-1234] |
| Stamp Duty / Transfer Fees | [DD/MM/YYYY] | [$0.00] | [REF-5678] |
| Legal Fees / Conveyancing | [DD/MM/YYYY] | [$0.00] | [LAW-9012] |
| Agent Commission / Buying Fees | [DD/MM/YYYY] | [$0.00] | [AGT-3456] |
| Delivery / Transport Costs | [DD/MM/YYYY] | [$0.00] | [TRK-7890] |
| Installation / Setup Costs | [DD/MM/YYYY] | [$0.00] | [SET-1122] |
| Total Initial Cost Base | [$0.00] |
2. Capital Expenditure / Improvements
(Elements 3 & 4)
| Description | Date | Amount ($) | Receipt/Invoice Reference |
|---|---|---|---|
| [e.g., Installation of Trade Rack] | [DD/MM/YYYY] | [$0.00] | [INV-3344] |
| [e.g., Engine Upgrade] | [DD/MM/YYYY] | [$0.00] | [MEC-5566] |
| [e.g., Non-refundable Insurance] | [DD/MM/YYYY] | [$0.00] | [INS-7788] |
| [e.g., Council Rates (if applicable)] | [DD/MM/YYYY] | [$0.00] | [RAT-9900] |
| [e.g., Interest on Loan (if applicable)] | [DD/MM/YYYY] | [$0.00] | [BNK-1122] |
| Total Capital Expenditure | [$0.00] |
3. Disposal Details
(Complete only when asset is sold)
Sale Date: [DD/MM/YYYY] Buyer Name: [Name of Purchaser] Sale Price: [$0.00]
Disposal Costs
| Description | Date | Amount ($) | Receipt/Invoice Reference |
|---|---|---|---|
| Advertising Costs | [DD/MM/YYYY] | [$0.00] | [ADV-2233] |
| Agent Commission / Selling Fees | [DD/MM/YYYY] | [$0.00] | [AGT-4455] |
| Legal Fees / Conveyancing | [DD/MM/YYYY] | [$0.00] | [LAW-6677] |
| Total Disposal Costs | [$0.00] |
4. Calculation
A. Total Cost Base (Section 1 + Section 2) [$0.00]
B. Capital Proceeds (Sale Price - Disposal Costs) [$0.00]
C. Capital Gain or Loss (Capital Proceeds - Total Cost Base) [$0.00]
Note on Business Use: If the asset is used for both business and private purposes, you must adjust the capital gain or loss by the [BUSINESS USE PERCENTAGE] from the Asset Details section above.
Adjusted Capital Gain/Loss: [$0.00]
5. Supporting Documents Checklist
- Purchase Invoice / Contract
- Sale Invoice / Contract
- Receipts for all improvements
- Receipts for disposal costs
- Loan documents (if applicable)
- Depreciation Schedule (if applicable)
Notes: [Add any additional notes regarding the asset, specific legal advice, or unusual transactions here.]
About this Template
Part of the Capital Gains Tax Record document collection
Document Type
Capital Gains Tax Record
A detailed log used to track assets for Capital Gains Tax purposes. It records purchase and sale details to calculate taxable profits when you sell business assets.