Navexa

Learn how to prepare your Navexa portfolio for tax time with reports, checks, and tips to ensure accurate investment reporting.

How to: Get Tax Ready

Export your Capital Gains Tax and Taxable Income reports, or securely share your portfolio with your accountant in Navexa.

Share Australian Tax Reports With Your Accountant

Run, export and save your ATO myTax report in Navexa. Learn why downloading a PDF/Excel copy is essential if your subscription expires.

The ATO myTax report

Choose which purchase lots to sell in Navexa to better manage your capital gains tax, using the ATO’s Specific Identification method.

Manually Choose Trade Parcels

Learn why ETF AMMA statements show CGT, how Navexa tracks your own trades, and why both are needed for accurate tax reporting.

Why Does My ETF Already Show CGT in Its Statement if Navexa Tracks Capital Gains Too?

Navarre Trousselot

Tom Wilson

Year-end checklist, parcels, accountant sharing and myTax.

Tax Time Preparation

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Portfolio

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