Capital Gains Tax made simple.

Import your broker CSV. ShareTax computes ATO-compliant CGT — FIFO on the free plan, plus LIFO, HIFO, and the discount-aware Minimise CGT optimiser on Pro — then exports an audit-ready PDF or Excel report.

Get Started Free How it works

No card required

Free tier: 1 portfolio, 1,000 trades, FIFO

Guest mode available

Live example

Toggle trades, we calculate, you view

Select at least one trade to continue.

Track your portfolio

Track your portfolio holdings with live prices for US markets, the ASX and more. Real-time unrealised gains/losses for free.

Learn more

BTC

A$103,450.00

+1.42%

SOL

A$224.50

+4.11%

NVDA

US$127.40

+3.85%



AAPL

US$214.30

-0.45%

CBA

A$128.50

+0.62%

BHP

A$42.80

-1.15%

How it works

Five simple steps from broker statement to ongoing peace of mind.

Import your CSV

We calculate

Download your report

Submit or Send

Ongoing Support

Import your CSV

Drag in your broker export — CommSec, Stake AU, Stake US, or Betashares. ZIP bundles are fine too. Files are parsed in memory and discarded immediately.

We calculate

FIFO matching scoped per platform, the 50% CGT discount on 12-month-plus holdings, loss-offsets applied in the ATO's prescribed order. USD trades converted to AUD at the trade-date FX rate.

Download your report

ATO-ready PDF (portrait summary + landscape disposal table + General Advice Warning) and Excel workbook.

Submit or Send

Take the finalized reports directly to your accountant or use them to lodge your own tax return with the ATO effortlessly.

Ongoing Support

Re-sync any time you trade. ShareTax recalculates your CGT position instantly so you're always ready for your next quarterly BAS or end-of-year return.

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Capital gains at a glance

View your total gains, losses, CGT discount, net taxable position, and portfolio allocation — all on one customisable dashboard.

Explore Dashboard

Capital gains at a glance

View your total gains, losses, CGT discount, net taxable position, and portfolio allocation — all on one customisable dashboard.

Explore Dashboard

Import in seconds

Drag and drop your broker CSV, ZIP bundle, or connect via API. Files are parsed in memory and discarded immediately.

Start Importing

Track every position

Monitor quantity, average cost, and unrealised P&L across every ticker, platform, and market — updated in real time.

View Holdings

Complete holistic reviews

Analyze your investments with comprehensive tracking. Rolling net returns, dividend yields, custom periods, and historical comparisons.

Explore Performance

sharetax.com.au/dashboard

Dashboard

Import

Holdings

Taxes

Performance

Capital Gains Overview14 Total Disposals

Total Capital Gains

+$4,992.50

Total Capital Losses

-$820.00

Short-Term Gains

$1,812.50

8 disposals · Full rate

Long-Term Gains

$3,180.00

6 disposals · 50% discount

Tax & Discount Summary (FY2026)

Net Taxable Capital Gain

$2,582.50

After loss offset & 50% discount

CGT Discount-$1,590.00

MethodFIFO

Supported Brokers and Wallets

Native import for the platforms most Australian retail investors use. Need something else? Drop into our Generic CSV template. Check our Broker and Wallet Guides.