How to Use Navexa’s Tax Overview Page

Navexa’s Tax Overview page gives you a bird’s-eye view of the selected financial year and the previous financial years that may affect it.

The Tax Overview page is split into two main areas.

The top half focuses on the financial year selected in the dropdown. It shows:

The bottom half focuses on previous financial years. It lets you quickly review and manage earlier years, including whether they are unlocked, locked, ready to lock, or need review.

This helps you understand both:

To open the Tax Overview page:

The figures, checklist items, warnings, and report links on the page are based on the financial year selected in the dropdown.

Tax Overview may open on the current financial year by default.

After 1 July, this may be the new financial year. For example, after 1 July 2026, Navexa may open on FY26/27.

If you are preparing your FY25/26 tax return, select FY25/26 from the financial year dropdown before reviewing the page.

This matters because checklist items, carried-forward loss balances, and tax report figures are tied to the selected financial year.

The Finalise FY checklist shows items that may need attention before you rely on the selected year’s tax reports.

The checklist may include:

Select Review, Fix, Enter AMIT, or Confirm beside each item to open the relevant workflow.

You can still open tax reports before every checklist item is resolved. However, unresolved items may make the reports incomplete or less accurate.

Each Finalise FY item points to a different type of record.

Missing AMIT statements usually mean an ETF, managed fund, or trust needs annual tax statement details for that financial year.

Unconfirmed dividends usually mean imported, synced, or generated income records need to be checked before they are treated as final for tax reporting.

Holdings needing attention usually mean Navexa has found incomplete holding data, such as a sell trade without enough earlier buy history.

Confirming earlier years as lodged helps Navexa record the historical starting point for the selected year. This may include carried-forward capital losses or the Capital Gains Tax method used on earlier partial sales.

The Tax Overview page shows summary figures for the selected financial year.

These may include:

Use these figures as a high-level check before opening the full reports.

The summary figures are based on the data recorded in Navexa. If trades, dividends, AMIT records, tax settings, or earlier-year records change, the figures may also change.

The Reports section links to the main tax reports for the selected financial year.

Depending on your portfolio, this may include:

You can also open related tax planning reports from the left-hand menu, including:

Reports opened from Tax Overview use the financial year selected on the Tax Overview page.

You can also open these reports directly from Tax Reporting in the left-hand menu.

The Previous financial years section shows earlier years in the portfolio’s tax history.

Use this section to review whether older years are unlocked, locked, ready to lock, or need review.

Earlier years can affect later tax reports through:

If your portfolio has several years of history, review older years first and work forward. This helps later years calculate from a more complete starting point.

If you are new to Navexa and have imported historical data, you may see more checklist items than an existing user.

This is common when Navexa needs older records before the selected financial year can be reviewed properly.

You may need to:

This does not mean the selected year is wrong. It means Navexa is showing the earlier records that may affect that year’s tax reporting.

If you have maintained your Navexa records each year, your checklist may be shorter.

You may only need to review the recently ended financial year, enter current-year AMIT statements, confirm dividends, and open the reports you need.

The same rule still applies: select the financial year you are preparing before relying on the figures.

Tax Overview may show FY26/27 because it is the current financial year.

If you are preparing FY25/26, switch the financial year dropdown to FY25/26 before reviewing checklist items or opening reports.

Old years may appear because earlier records can affect later tax reports.

For example, earlier trades can affect cost bases, and earlier losses can affect carried-forward capital loss balances.

You can open reports before resolving every checklist item, but unresolved items may affect the report figures.

Review the Finalise FY checklist before relying on a report for tax time.

The Finalise FY checklist does not lodge your tax return.

It helps you review and organise the data Navexa uses for tax reporting. You or your registered tax agent still need to review and lodge your return outside Navexa.

Tax figures can change when the underlying portfolio or tax records change.

This can happen if you add or edit trades, confirm dividends, enter AMIT statements, change Capital Gains Tax settings, add historical capital losses, or update earlier financial years.

Before relying on any tax report, check that:

Navexa provides portfolio tracking and tax reporting tools based on the data recorded in your account. Your lodged tax return and tax records remain the source of truth.

Remember, this is general information, not personal financial advice.