Tax Reporting
Your capital gains, matched to the parcels they came from.
Every sale is assigned to real purchase parcels, the 12-month discount applied to the ones that qualify, and the year totalled into an ATO myTax report you can copy or hand to your accountant.
Read-only broker access. Navexa never places an order or moves money.
| Symbol | Purchase date | Gain date | Sold | Cost base | Sale value | Gain / loss |
|---|---|---|---|---|---|---|
| WESASXLong term | 04/02/2020 | 12/09/2025 | 900.00 | $28,350.00 | $59,950.00 | $31,600.00 |
| MQGASXLong term | 17/07/2021 | 28/01/2026 | 140.00 | $19,460.00 | $28,400.00 | $8,940.00 |
| TLSASXShort term | 06/08/2025 | 03/06/2026 | 4,000.00 | $15,520.00 | $28,000.00 | $12,480.00 |
| SOLASXLoss | 11/11/2025 | 19/04/2026 | 260.00 | $14,050.00 | $10,640.00 | -$3,410.00 |
Manual parcel selection
Choose exactly which shares to sell to minimise your CGT
Every time you buy shares you are buying a parcel, and the ATO taxes a sale on which parcels you are deemed to have sold. Most tools simply use FIFO. Navexa supports five strategies, FIFO, LIFO, minimise gain, maximise gain and manual selection, so you can assign a sale to the parcels that suit you and apply the 50% discount to the ones held over a year.
Try Navexa Free- 340340 units @ $78.8731 Jan 2018
- 280280 units @ $105.1206 May 2022
- 120120 units @ $121.7922 May 2024
- 200200 units @ $148.4014 Feb 2026
“Great product, no more excel spreadsheet to track CGT. Easy to use and value for money compared to similar platform. Also, I'd like the customer focused development roadmaps. It is a nice touch!”
ATO myTax report
Your tax return, pre-calculated and ready to copy
Navexa totals the year into an ATO myTax report with every field code mapped: capital gains, taxable income, franking credits, foreign income. Copy the figures straight into your return. No spreadsheets.
- Portfolio
- Whitmore Family Trust
- Sale Allocation
- Minimise CGT
- Total current year capital gains$53,020
- Net capital gain$29,340
- Net capital loss carried forward$0
- 11SUnfranked Amount$1,240
- 11TFranked Amount$8,460
- 11UFranking Credits$3,626
- 13CFranked distributions from trusts$2,900
- 13QShare of franking credit from franked dividends$1,243
- 20EAssessable foreign source income$1,870
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.
Sharing a portfolio sends an invite email to create an account and view the shared portfolio.
Share PortfolioUnrealised position
Where the year stands before you do anything
The same parcel matching runs against what you still hold, so you can see the gain sitting in each holding and which parcels have passed twelve months. That is your position as it is today. To line up trades you have not made yet and see what they would add to the year, that is Scenarios.
See how Scenarios works- CBAASXMar 2019$31,600
- VASASXNov 2024$8,940
- NVDANASApr 2026$12,480
- BTCCryptoJan 2026-$3,410
“It handles Capital Gains Tax Adjustments and transactions simply and effectively — my main requirement.”
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.