Navexa

Calculating Unrealized Capital Gains

The ATO myTax report

How to: Get Tax Ready

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

Step-by-step guide to creating a Taxable Income Report in Navexa, mapping your investment income to ATO myTax fields.

Creating a Taxable Income Report

Capital Gains Tax Settings

Learn how to run a Capital Gains Tax Report in Navexa and what to do about carry forward losses not supported in the platform.

Creating A Capital Gains Tax Report

Enter final-year ETF tax components via Navexa’s pro-rata form in the Taxable Income Report to auto-apply values across all distributions.

Using the ETF Distributions Pro-Rata Tax Form

Learn how Navexa’s five capital gains tax strategies (FIFO, LIFO, Maximise Gain, Minimise Gain, Minimise CGT) calculate your outcomes.

Introduction: Tax Strategies

How to Share Your Tax Reports With Your Accountant

Why ETF July cash counts for the prior year. Learn how AMIT attribution works, what AMMA statements show, and which dates matter.

ETF Distributions in Australia: July Cash, Prior Year Tax

How to record lost or stolen crypto in Navexa. Covers lost keys, theft, and exchange administration.

Recording Lost or Stolen Crypto Assets

Fix missing trust income for custom investments by enabling trust income at both the holding and each dividend/distribution record.

Trust Income Missing for Custom Funds

How to enter foreign dividend or distribution tax withheld/offset so Navexa shows net, withheld and gross correctly for any country.

Record Foreign Withholding Tax or Offsets

Record TFN/resident withholding on Australian dividends or ETF distributions in Navexa.

How to Record TFN/Resident Withholding in Navexa

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Tom Wilson

Tax & Compliance

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