Tachles Israel is an independent information service, not a government authority. Check binding conditions, eligibility and deadlines with the official source.
Before you start
Preserve originals and the actual submitted version, not altered or incomplete copies.
Who is this guide for?
People filing returns or refund requests.
This is organisational guidance, not one statutory retention period for every business/document.
The checklist
Organise by year/file
Document list.
Do not mix tax years.
Keep income originals
Forms 106 and evidence.
Last payslip does not replace all certificates.
Link to actual submission
Return and receipt.
Partial transmission may not be final filing.
Record decisions/money
Assessment and transactions.
An estimated refund is not approval.
Back up privately
Backup/access list.
This guide sets no universal retention period.
Official sources
These links let you check with the responsible authority. The website's verification date does not guarantee that every detail has remained up to date since then.
Frequently asked questions
May I delete annexes once refunded?
Do not assume all purposes are complete; follow your applicable retention requirements and check before deletion.
Reports help us check and update guides.