Creating A Capital Gains Tax Report

Of all the reporting tools in your Navexa account, the taxation reports are among the most powerful.

Provided you’ve uploaded your portfolio information correctly and everything is up to date, the Capital Gains Tax Report automatically calculates the amount you’ll need to pay in taxes on your portfolio’s capital gains in a given financial year. 

You’ll find your Capital Gains Tax Report in the ‘Tax Reports’ menu in the left navigation bar. 

How To Run The Capital Gains Report

Select the financial year at the top left. 

The date range selection is preset to cover financial years. 

Before running the report, check that your tax settings are correct, and that you’re looking at the correct financial year. 

Read more about CGT tax settings.

Once you’ve selected your settings and run the report for the financial year you want to see, you’ll see the following fields:

Under ‘Non Discountable Capital Gains’ you have:

  • Short Term Gains
  • Capital losses available to offset

Under ‘Discountable Capital Gains’ you have:

  • Long Term gains
  • Capital losses available to offset

Then you have your CGT Concession Amount and, finally, your total Capital Gain for the portfolio (for the financial year and tax settings you’ve selected). 

Navexa doesn’t provide tax advice. But, so long as your account information is accurate and up to date, this should be all you need to file your return.

Learn how to share the result with your accountant.

Please note: At this time, Navexa only supports tax calculation and reporting for Australian customers. This report is not tax advice. We suggest verifying with an accountant before filing your tax return.

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