Tax reports for your investment portfolio
Tax time does not have to be stressful. TrackMyShares generates capital gains and dividend income reports ready for your tax return or accountant.
- Capital gains report with CGT discount
- Dividend income summary with franking credits
- Export reports for your accountant
- ATO-compliant calculations
Everything you need
Capital gains report
A complete summary of realised gains and losses, with the 50% CGT discount applied where eligible.
Dividend income report
Total dividend income with franking credit breakdowns for each holding.
Automatic calculations
Cost bases, gains, losses, and franking credits are calculated automatically from your transactions.
ATO-compliant
Reports use ATO-approved calculation methods so you can file with confidence.
How it works
Track your transactions
Import your buy, sell, and dividend transactions from your broker throughout the year.
Review at tax time
Open the tax report section to see your capital gains summary and dividend income for the financial year.
Export and lodge
Export your reports to share with your accountant or use them to complete your tax return.
Why generate tax reports with TrackMyShares?
- No manual spreadsheet calculations
- Capital gains and dividend reports in one place
- ATO-compliant CGT methods including the 50% discount
- Franking credits tracked automatically
- Reports ready to share with your accountant
Frequently asked questions
- What tax reports can I generate?
- TrackMyShares generates capital gains reports (showing realised gains, losses, and the CGT discount) and dividend income reports (showing total dividends and franking credits) for any financial year.
- Are the reports suitable for my accountant?
- Yes. The reports include all the details an accountant needs — cost bases, sale proceeds, holding periods, CGT discount eligibility, dividend amounts, and franking credits.
- Does it handle the 50% CGT discount?
- Yes. For assets held longer than 12 months, the 50% CGT discount is automatically applied in the capital gains report.
- Can I generate reports for previous financial years?
- Yes, as long as you have imported your transaction history for those years. TrackMyShares can generate reports for any period covered by your data.
- Does it support crypto tax reporting?
- Yes. Crypto gains and losses are calculated using the same ATO-compliant methods as shares. They appear in your capital gains report alongside stock trades.
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