Navexa

Understand how Navexa brings investment records together, what its reports provide, and where to start with files or shared portfolio access.

For Accountants: A Quick Introduction to Navexa

Start with ATO myTax, trace income totals to supporting entries, and reconcile annual fund components and foreign income with source statements.

For Accountants: Understand the ATO myTax and Income Reports

Read disposal and purchase-lot details, understand sale allocation settings, and reconcile gains and carried-forward losses for your client.

For Accountants: Understand the Capital Gains Tax Report

Review supplied PDF and Excel reports, download fresh copies, and use valuations, historical costs and transaction records to support your work.

For Accountants: Work With Report Exports and Supporting Records

Accept your client’s Navexa invitation, sign in and find their shared portfolio, including when the Portfolios section looks empty.

For Accountants: Open Your Client’s Shared Portfolio

Learn what Read only and Read & Write allow, how your client changes access, and which portfolio settings matter to your review.

For Accountants: Understand Your Access and Portfolio Settings

Understand how records enter Navexa, check the client’s portfolio and supporting information, and use Tax Overview before reviewing the reports.

For Accountants: Review Your Client’s Portfolio for Tax Time

For accountants whose clients use Navexa. Learn how to access your client’s shared portfolio or review exported reports, and use the ATO myTax, Capital Gains Tax and Taxable Income reports to help prepare their tax return.

Navexa Guide for Accountants

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