Capital Gains Tax made simple.
Import your broker CSV. ShareTax computes FIFO, the 12-month CGT discount, and loss-offsets per ATO guidance — then exports an audit-ready PDF or Excel report.
How it works
Three steps from broker statement to filed return.
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. Take them to your accountant or lodge yourself.
Supported brokers
Native import for the platforms most Australian retail investors use. Anything else? Drop into our Generic CSV template.
Pricing
Start free, upgrade when you outgrow it. Paid tiers launch alongside Stripe — until then, every account runs on Free.
Free
- Up to 100 trades
- FIFO CGT calculation
- CSV data export
- Guest mode (24 h, no account needed)
Pro
- Unlimited trades
- PDF, Excel & CSV reports
- Wash-sale analysis
- Priority support
- All Free features
Accountant
- Everything in Pro
- Manage up to 10 client portfolios
- Bulk report generation
- Client invitation system
- Dedicated accountant support
General Advice Warning. The information on this site and produced by ShareTax is general in nature only. It does not constitute financial product, tax, or legal advice and does not consider your personal circumstances. ShareTax is a computational tool, not a registered tax agent. You remain responsible for what you lodge with the ATO. Seek independent advice from a qualified professional before lodging — read the full General Advice Warning.