Tax Reporting

Australia's most precise CGT calculation tool

Know your exact CGT position year-round. Generate ATO-ready tax reports in minutes.

Not sure if you're minimising your tax bill? Most investors aren't.

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Manual parcel selection

Choose exactly which shares to sell to minimise your CGT

Every time you buy shares, you're buying a 'parcel'. When you sell, the ATO taxes the gain based on which parcels you're deemed to have sold. Most tools just use FIFO. Navexa lets you choose exactly which parcels — so if some have been held for more than 12 months, you can apply the 50% CGT discount and keep significantly more.

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Manual parcel selection interface
Real-time CGT position dashboard

Real-time CGT position

Know what you owe before you sell — not after

Most investors discover their CGT liability when their accountant tells them in August. Navexa shows you your unrealised CGT position year-round — model a hypothetical sale and see exactly what you'd owe.

ATO MyTax report with pre-mapped field codes

ATO MyTax autofill

Your tax return, pre-filled and ready to submit

Navexa generates an ATO MyTax report with all the fields pre-calculated — capital gains, taxable income, deductions. Copy the numbers directly into your MyTax return. No spreadsheets.

CGT strategy comparison

Multiple CGT strategies

FIFO, LIFO, Minimise, Maximise, or Manual

Different strategies produce different tax outcomes. Switch between five strategies in one click to see which works best for your situation this financial year.

Accountant-ready tax reports

Accountant-ready reports

Share access in one click

Generate tax-ready reports and share read-only access with your accountant. CGT, taxable income, historical cost — all formatted for Australian tax requirements.

What customers say

Real investors. Real savings.

I saved thousands in CGT again this tax year.

Verified Navexa customer

I know the tax implication of every potential trade.

Verified Navexa customer

I almost enjoy tax time now. There's a guilty satisfaction knowing I'm optimizing tax like the top 1% of investors, and it takes me no time or energy.

Verified Navexa customer

Tax questions, answered

Know your CGT before June 30.

Join thousands of Australian investors who use Navexa to calculate CGT accurately, choose the right parcels, and arrive at tax time fully prepared.

Try Navexa Free14-day free trial · No credit card required