Overseas FX Tax Return Guide for Japan Residents: Documents and Steps
Not sure what to prepare or how to file a tax return for overseas FX? This guide is written for Japan tax residents.
The key is to gather a full year of trade records early and then build your return in the National Tax Agency of Japan's online filing portal. Deciding the tax category should always be confirmed with a tax accountant or the tax office.
For how the tax rules work, see our separate article. This article focuses on the filing process and preparation.
Summary: Start by gathering a full year of trade records
- Export your MT4/MT5 trade history for the whole year
- Keep dates and amounts for deposits, withdrawals, and cashback
- You can create your return in the National Tax Agency's online filing portal
- Do not assume the tax category or calculation; confirm with a tax accountant or the tax office
Preparing for your return and the annual trade report
Overseas brokers may not issue an annual trade report automatically, as domestic brokers do. In that case, you build your own annual report from your MT4/MT5 history.
| What to prepare | Details | Tip |
|---|---|---|
| Trade history | Export your MT4/MT5 account history for a set period | Save one year at a time, January 1 to December 31 |
| Deposit and withdrawal records | Deposit and withdrawal amounts and dates | Save the history from your client area |
| Fee and cost records | Trading fees, withdrawal fees, etc. | Keep anything with a receipt or statement |
| Cashback records | Credit date and amount | Save the relevant rows from your account history |
How to export your MT4/MT5 history
- 1
Open Account History in the terminal
Select the Account History tab at the bottom of MT4/MT5.
- 2
Set a custom period
Specify January 1 to December 31 of the target year.
- 3
Save it as a report
Right-click and choose the option to save the report.
- 4
Save each account separately
If you have several accounts, keep separate files with distinct names.
Screen and menu names may differ slightly by version and environment. If yours look different, check your broker's help pages.
How to total your cashback
Auto-rebate credits are recorded in your trading account history. Pull them from the history and add up the yearly total.
- Extract the cashback credit rows from your account history
- Put the credit date, amount, and account number in a spreadsheet
- If your account currency is USD, ask a tax accountant how to convert it to yen
- Keep them in a separate column so they do not mix with trading profit and loss rows
The NTA filing portal and the filing period
The National Tax Agency of Japan provides an online tax return preparation portal. You can use it to create a new return or load saved data.
For income earned in 2025 (Reiwa 7), the National Tax Agency's page states that filing and payment of income tax run until Monday, March 16, 2026 (Reiwa 8). The period changes each year, so check the latest National Tax Agency page every year.
- 1
Total your records
Combine trading profit and loss, deposits and withdrawals, and cashback for the year.
- 2
Create the return in the portal
Enter your income details by following the on-screen guidance.
- 3
Submit it
Submit the return according to the National Tax Agency's instructions.
See how cashback is received and how to keep your records.
See how to receive cashbackFAQ
Q.Where do I start with an overseas FX tax return in Japan?
First, export a full year of MT4/MT5 trade history and gather your deposit, withdrawal, and cashback records. Then create your return in the National Tax Agency's online filing portal.
Q.What documents do I need for an overseas FX tax return?
Trade history, deposit and withdrawal records, and fee statements are commonly prepared. Other required documents depend on your circumstances, so check with a tax accountant or the tax office.
Q.When is the tax return deadline?
The National Tax Agency's page states that filing and payment of income tax for 2025 income run until Monday, March 16, 2026. For later years, check the latest National Tax Agency page.
Sources
- National Tax Agency of Japan: Tax Return Special Page (checked 2026-10-21)
- National Tax Agency of Japan: Tax Return Preparation Portal (checked 2026-10-21)
This article is for information purposes only and is not investment advice. Conditions may change, so please check each broker's official page for the latest information. Offshore FX and CFD trading carries a risk of losses exceeding your principal.
