For accountants
Cleaner investment data. Less time reconstructing what happened.
When your clients use Navexa, they arrive with ATO-compliant CGT reports, organised parcel data, and read-only access ready to share — instead of a shoebox of broker statements.
Your clients' investment records shouldn't be your problem.
Reconstructing years of trade history from scattered broker statements is time-consuming and error-prone. Most investors don't realise how much it costs them — in your time, and in their bill. Navexa gives your clients the tools to arrive with everything organised, so your time goes on advice, not administration.
CGT-ready data, organised by parcel
Clean data, in the format you need it.
Every trade tracked. Every parcel recorded. Every corporate action, DRP, and distribution applied correctly. Navexa tracks each investment at the parcel level — so when your client hands you their data, it's already organised the way the ATO requires it.
- Parcel-level trade history across all asset classes
- FIFO, LIFO, Minimise, Maximise and Manual CGT strategies
- Corporate actions, DRPs and distributions applied automatically
- Accurate to the cent — no rounding errors
ATO MyTax-formatted reports
Reports that match ATO requirements exactly.
Navexa generates CGT reports, taxable income summaries, and ATO MyTax-formatted data for every client portfolio. The fields match what MyTax expects — so your client can copy their figures directly, or you can use the underlying data for more complex returns.
- Capital gains and losses report
- Taxable income and distributions summary
- ATO MyTax autofill report — fields pre-calculated
- Historical cost base by parcel
Direct accountant access
Share access in one click. Review instantly.
Your clients can share read-only access to their Navexa portfolio directly from the app. No exports. No email attachments. No reconstructing their data from a CSV dump. You see exactly what they see — including their full trade history, CGT position, and generated reports.
- Read-only portfolio access for accountants
- Full trade history, CGT reports and tax data
- Accessible from any browser — no installation
- Your client stays in control; you see what you need
“Tax reports will save myself and the accountant a lot of time.”
Help your clients arrive tax-ready.
Navexa generates ATO-compliant CGT reports, income summaries, and MyTax-ready data. Your clients share access in one click.