Tax & ATO Reporting

Prepare your investment records for tax time, review tax readiness, manage CGT settings, and create Australian tax reports in Navexa.

40 articles

Collections

Start Here: Tax Time Preparation5 articlesStart here to understand the tax preparation workflow in Navexa, what to check before tax time, and when to use your accountant or tax adviser.

Tax Overview & Readiness5 articlesUse Tax Overview to check financial-year readiness, resolve Finalise FY checklist items, review tax summaries and manage earlier-year requirements.

Tax Reports & Exports6 articlesCreate, understand and export Navexa’s Capital Gains Tax, Taxable Income, ATO myTax, Unrealised Gains and Historical Cost reports.

AMIT & AMMA Statements6 articlesEnter, import, review and troubleshoot annual AMIT and AMMA statements for ETFs, managed funds and trusts.

ETF, Trust & Managed Fund Income6 articlesUnderstand how Navexa records and reports ETF, trust, managed fund and specialist distribution income.

Withholding & Foreign Income2 articlesRecord Australian withholding, foreign withholding tax and foreign income offsets in Navexa.

CGT Settings, Methods & Parcel Selection5 articlesChoose how Navexa calculates capital gains, manage parcel selection and understand supported CGT methods.

Capital Losses & Carry-Forward Losses2 articlesAdd historical capital losses, understand carry-forward loss balances, and see how losses are applied to future capital gains.

Locking & Prior Financial Years3 articlesLock, unlock, re-lock, and review prior financial years so later tax reports can calculate from a reliable historical base.