Getting started with ShareTax
ShareTax computes Australian Capital Gains Tax (CGT) from broker exports — no manual data entry, no spreadsheet copy-paste. The flow is the same whether you sign in with an account or use guest mode:
- Guest mode — open the app and start using it without signing up. A temporary session is created automatically and lasts 24 hours; your data is deleted at the end of that window.
- Create an account — sign up at /login. Your portfolios and trade history persist safely across sessions.
- Import your first CSV — head to Import CSV from the sidebar, drag in a broker file, and ShareTax processes it in seconds. Multiple files in a ZIP bundle are supported too.
- Review your transactions — open Holdings for live prices and unrealised P/L, CGT Events for realised disposals that go on your return, and Income for dividends and franking splits.
- Export reports — download an ATO-ready PDF report or Excel workbook directly from the Dashboard.
If you have accounts across multiple brokers, import each broker's file separately (or bundle them in one ZIP). FIFO is strictly scoped per platform under ATO Taxation Determination TD 33 — see Platform & FIFO scope.
Account vs Guest mode
ShareTax allows complete functionality in both authenticated and guest modes:
Guest Mode
- Immediate access with zero signup.
- A private session token is stored in your browser for 24 hours.
- Ideal for quick one-off tax calculations or test imports.
- Session and all parsed trade records are permanently purged after 24 hours.
Registered Account
- Sign in with email or OAuth to create unlimited persistent portfolios.
- Multi-year transaction history is saved so you can add new years seamlessly without re-importing past data.
- Manage locked financial years to protect previously lodged returns.
End-to-end tax workflow
- Data Ingestion: Upload native statements from CommSec, Stake, Betashares, Swyftx, Coinbase, MetaMask, Phantom, or Jupiter.
- Parcel Formation: ShareTax reads buy and sell orders, builds chronological cost base parcels, and automatically computes 12-month discount eligibility.
- Corporate Actions & Dividends: System automatically matches cash distributions with holding quantities at ex-date.
- Review & Reconcile: Identify any orphan sells or missing buy parcels with our Trade Reconciliation tools.
- Tax Export: Export your CGT schedule, capital loss carry-forwards, and income breakdowns ready for your accountant or myTax.