This article explains how to export Australian tax reports from Navexa or give your accountant access to your portfolio.
Navexa tax reports use the Australian financial year, from 1 July to 30 June. Check that your portfolio data and selected financial year are correct before sharing any report.
Option 1: Export Reports
Export your Capital Gains Tax and Taxable Income reports when your accountant prefers to receive files.
Export The Capital Gains Tax Report
Open Tax Reporting > Capital Gains Tax from the left-hand menu.
Select the correct financial year.
Select Export.
Choose PDF or XLSX.
Save the file and send it to your accountant using a secure method.
Export The Taxable Income Report
Open Tax Reporting > Taxable Income from the left-hand menu.
Select the correct financial year.
Select Export.
Choose PDF or XLSX.
Save the file and send it to your accountant using a secure method.
Tip: PDF provides a fixed report. XLSX lets your accountant filter and analyse the exported data.
Option 2: Share Your Portfolio
Share your portfolio when you want your accountant to open the portfolio and run its reports in Navexa.
Open the portfolio selector in the top-left corner.
Select Manage Portfolios.
Find the portfolio you want to share.
Open the three-dot menu beside the portfolio and select Share.
Under Share With, select Accountant.
Enter your accountant's first name, last name and email address.
Choose Read only or Read & Write.
Select Share Portfolio.
Navexa sends your accountant an email invitation. They must register through the invitation link before the shared portfolio appears in their account.
For the complete sharing workflow, see How to Share a Portfolio with Someone.
Choose The Permission Level
Read only lets your accountant view the shared portfolio without adding, editing or deleting its data. This is the recommended option when they only need to review your portfolio and reports.
Read & Write lets your accountant change portfolio data. Only choose this option when you want them to help manage the portfolio.
Review Or Remove Access
Open Manage Portfolios.
Open the three-dot menu beside the shared portfolio and select Settings.
Open Sharing Settings.
Review the invitation and permission details, or select Unshare to remove access.
Before Sending Tax Information
Review Navexa's figures against your broker, issuer and other source records. Send exported files only through a secure channel.
Remember, this is general information, not personal financial advice.