Tax reports for your investment portfolio
Tax time does not have to be stressful. TrackMyShares generates capital gains and dividend income reports tailored to your country's tax rules, ready for your tax return or accountant.
- Capital gains reports with region-specific rules and ATO tax codes
- Dividend income summary with franking credits or withholding tax
- AMIT trust distribution reports for ETF and managed fund investors
- Support for Australia, the US, UK, Canada, and New Zealand
- Export reports for your accountant
Tax summary
Everything you need
Capital gains report
A complete summary of realised gains and losses with ATO tax codes (Item 18, 18H, 18A), the Australian 50% CGT discount, or US short-term and long-term classification.
Dividend and AMIT reports
Dividend income broken down by holding with franking credits and withholding tax. AMIT trust distributions from ETFs and managed funds are reported separately with the correct tax codes.
Automatic calculations
Cost bases, gains, losses, franking credits, withholding tax, and AMIT cost base adjustments are calculated automatically from your transactions.
Multi-jurisdiction support
Reports adapt to your tax region. Australian CGT discount, US short-term and long-term gains, UK CGT allowance, and more.
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 tax 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, dividends, and AMIT trust distributions in one place
- ATO tax codes included so you know where each amount goes on your return
- Region-specific rules for Australia, the US, UK, Canada, and New Zealand
- Franking credits, withholding tax, and wash sale warnings 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 applicable discounts), dividend income reports (showing total dividends, franking credits, and withholding tax), and AMIT trust distribution reports for ETF and managed fund investors. Reports include ATO tax codes so you know exactly where each amount goes on your tax return.
- Which countries are supported?
- TrackMyShares supports tax reporting for Australia, the United States, the United Kingdom, Canada, and New Zealand. Each region uses its own tax calculation rules, such as the Australian 50% CGT discount or US short-term and long-term gain classification.
- Are the reports suitable for my accountant?
- Yes. The reports include all the details an accountant needs, including cost bases, sale proceeds, holding periods, applicable discounts, dividend amounts, franking credits, and withholding tax.
- Can I generate reports for previous tax 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 tax-compliant methods as shares. They appear in your capital gains report alongside stock trades.
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