Documentation

Getting started

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:

1. 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.
2. Create an account — sign up at /login. Your portfolios and history persist across sessions.
3. 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 are supported too.
4. Review — open Holdings for live prices and unrealised P/L, CGT Events for the realised disposals that go on your return, and Performance for the bigger picture.
5. Export — download a PDF report or Excel workbook from the Dashboard.

Broker guides

Click a broker to see the step-by-step export instructions. ShareTax accepts the native export format from each — there's no need to convert, rename, or reshape columns.

Nothing is ever skipped silently

Any line in your statement could be a taxable event, so ShareTax never discards a row it can't classify. Recognised trades import directly. Anything ambiguous on a crypto import (unknown DeFi actions, transfers that might be disposals) is imported as Unresolved for you to classify on the Trades page. Anything unrecognised on a shareimport (corporate actions, off-market transfers) is listed in the import summary as “review manually” so you can check it on your statement. Either way it's surfaced — never dropped.

CommSecASX · CSV

Stake AUASX · XLSX

Stake US (Wall St)NYSE / NASDAQ · XLSX

Betashares DirectASX · CSV

CoinbaseCrypto · CSV

SwyftxCrypto · CSV

MetaMaskWallet (EVM) · Multi-chain

PhantomWallet (Solana)

JupiterSolana DeFi · Wallet + CSV

Using a broker not listed? Download our Generic CSV template from the Import page — any broker whose statement can be exported to CSV will work via the template format.

Generic Shares Template

• Side Column: Must be one of Buy (or Acquisition), Sell (or Disposal), Dividend (or Income), Split (or Stock Split), Restructure (or Merger).
• Capitalization does not matter.
• Dates: DD/MM/YYYY, D/M/YY, or YYYY-MM-DD are supported.
• Corporate Actions: For Splits, specify the ratio in the Quantity column. For Restructures, specify OLD->NEW in the Symbol column and the ratio in the Quantity column.

Generic Crypto Template

• Transaction Type: Must be one of Buy, Sell, Convert, Receive (or Deposit, Transfer In), Send (or Withdrawal, Transfer Out), Staking Income (or Reward, Learning Reward), Staking Transfer (or Retail Staking Transfer), Unstaking Transfer.
• Capitalization does not matter.
• Converts (Swaps): Must be entered as two separate rows with identical Timestamp values (one with negative quantity for the asset disposed, one with positive quantity for the asset acquired).
• Staking:
  • Staking Income generates ordinary income and establishes a cost base.
  • Staking Transfer and Unstaking Transfer reflect internal movements of capital within an exchange and do not trigger a CGT event.

How importing works

ShareTax is designed to process massive files cleanly. Here is what you need to know about how the engine reads your files:

ZIP Bundles Supported

You can zip multiple CSV or XLSX files from the same broker together and upload them in one go. The engine will unpack the ZIP in-memory, parse all valid statement files, and combine them into a single import batch. This is particularly useful for brokers that split financial years into separate files.

One Account Per Broker

ShareTax treats each platform as a separate portfolio pool, ensuring strict FIFO compliance per entity. If you have multiple accounts with the same broker (e.g., an individual account and a joint account on CommSec), do not import them into the same portfolio, as the trades will mix. Instead, create separate ShareTax portfolios for each account, or contact support@sharetax.com.au if you need help separating them.

Idempotency (No Duplicates)

Our import engine is idempotent. If you accidentally upload the same CSV twice, or upload an overlapping date range, ShareTax will safely ignore trades that have already been imported.

How it calculates

FIFO — First In, First Out

When you sell shares, ShareTax matches the disposal against the oldest parcel first. If your first sell only consumes part of an older parcel, the remainder stays on the books for the next sell.

FIFO is the ATO's preferred method for cost identification under Taxation Ruling TR 96/4. ShareTax uses it by default and does not offer specific-identification — keeping things simple and auditable.

12-month CGT discount

Under ITAA 1997 s115-25, individuals get a 50% discount on capital gains from assets held for more than 12 months. The boundary is inclusive — an asset acquired 28 Jan 2025 has to be sold on or after 29 Jan 2026 to qualify. ShareTax tracks this date arithmetic per parcel automatically.

Loss offset — ATO order

Capital losses offset gains in a specific order under the ATO's prescribed method:

1. Apply current-year losses to non-discountable (short-term) gains first.
2. Apply any remainder to discountable (long-term) gains.
3. Then apply the 50% discount to what's left of the long-term gains.

This sequencing maximises the value of your discount. ShareTax does it automatically — the breakdown is visible on the Dashboard and in the PDF report.

FX (USD trades)

Stake US trades and any other USD-denominated trade are converted to AUD at the FX rate on the transaction date. The exchange rate comes from the broker statement when available, otherwise it's computed from the trade's local-value and AUD-value columns.

On the Holdings page, US-listed positions show the original USD price as a small line under the AUD figure so you can sanity-check it against your broker statement.

Timezones & Same-day trades

ShareTax records transactions strictly by calendar date (using the local date provided by your broker), purposefully stripping away precise timestamps (hours and minutes).

This architectural decision eliminates the "timezone nightmare" where converting from UTC to Australian time zones artificially shifts a trade across the financial year boundary (e.g. 30 June vs 1 July). The ATO operates purely on local calendar days.

To preserve strict First-In-First-Out (FIFO) logic for multiple trades of the same asset on the same day, ShareTax extracts the chronological sequence directly from your broker statement and assigns an internal sort_within_day index to each trade. This guarantees the tax calculator sells the correct parcels in sequence without needing full timestamp data.

Platform & FIFO scope

FIFO is calculated per platform. Each broker is treated as a distinguishable parcel pool — a CommSec sale only draws from CommSec parcels, a Stake AU sale only draws from Stake AU parcels.

This matches the ATO's position in Taxation Determination TD 33: shares of the same company held at different brokers are distinguishable assets and don't pool. ShareTax keys identity on (code, platform, market) — so the same ticker on different exchanges (e.g. ASX:NXT vs NASDAQ:NXT) is also tracked separately.

Reference: ATO — ITAA 1997 s115-25 ↗

Performance

The Performance page gives you a complete view of your portfolio's track record — both what you've locked in and what's still on paper.

Realised gains

The Total Realised Gain card shows gross gains before the 50% CGT discount is applied. This is intentional: gross gain is consistent with Win Rate (a trade that qualifies for the discount still counts as a full win). The discounted figure appears on the CGT Events page and in your export reports.

Key metrics on the realised tab:

• Win Rate — percentage of disposal events that resulted in a gain.
• Total realised gain / loss — net of all closed positions for the selected financial year.
• Gain breakdown — short-term gains (held ≤ 12 months) vs long-term gains (held > 12 months, eligible for the 50% discount).

Unrealised P&L

The Holdings tab shows every open parcel with a live AUD price fetched at page load. Unrealised P/L is calculated as:

(current_price − cost_per_unit) × quantity_remaining

For USD-denominated positions, the live price is shown in both AUD and USD so you can cross-check against your broker's quote.

Live prices are used for display purposes only and do not affect CGT calculations. Your actual cost base and disposal proceeds come from the trade records you imported.

Wealth Projection

The Wealth Projection tool (in the sidebar under Tools → Wealth Projection) models how your portfolio could grow over time under different market assumptions. It is illustrative only — see the General Advice Warning below.

Bear / Base / Bull scenarios

Three simultaneous projections run in parallel using a ±variance on your input rates:

• Base — your exact capital growth and dividend yield inputs.
• Bull — base rates plus the variance you set (optimistic).
• Bear — base rates minus the variance (pessimistic).

Capital growth and dividend yield are varied independently, so a bull scenario isn't just "everything goes up" — it correctly reflects that dividends and capital returns can move separately.

Adjust the variance slider to widen or narrow the spread between scenarios.

Inputs

Real vs Nominal

Toggle Real mode to deflate projected balances by the inflation rate you set. This shows what your future balance is worth in today's dollars — useful for long-horizon projections where inflation materially erodes purchasing power.

In Nominal mode (the default) the inflation slider has no effect.

Reports & Export

PDF report

Download from the Dashboard → Export PDF button. The report contains three pages:

1. CGT Summary (portrait) — financial year totals: gross gains, discounted gains, losses, net CGT liability estimate, and opening/closing portfolio values.
2. Disposal table (landscape) — one row per CGT event with acquisition date, disposal date, parcel quantity, proceeds, cost base, and net gain or loss.
3. General Advice Warning — ATO-required disclaimer. Every PDF includes this page; it cannot be omitted.

The PDF is generated server-side and downloads immediately — no data is retained after the response is sent.

Excel workbook

Download from Dashboard → Export Excel. The workbook contains three sheets:

The Acq. Cost/Unit column in the CGT Events sheet is the nomination column — useful if your accountant needs to verify the cost base calculation for each parcel.

Compliance & Legal

Data Handling — CSV Files Are Never Stored

When you upload a CSV/XLSX/ZIP, ShareTax parses the contents in memory and immediately discards the raw file. Only the resulting trade records (date, code, platform, quantity, price, brokerage, currency, FX rate) are persisted. The audit trail records only an import_batch identifier per upload — never the file itself.

Registered Tax Agent Status

ShareTax is not a registered tax agent under the Tax Agent Services Act 2009 (Cth) and does not provide tax agent services. ShareTax is a computational tool that automates CGT calculations based solely on the trade data you provide.

Tax File Number (TFN) Privacy

General Advice Warning

Effective Date: 17 March 2026 | ShareTax Pty Ltd (ABN to be registered)

The information, calculations, and reports provided by ShareTax are general in nature only. They do not constitute financial product advice, tax advice, or legal advice, and do not take into account your personal financial situation, objectives, or needs. ShareTax does not hold an Australian Financial Services Licence (AFSL) and is not a registered tax agent.

ShareTax is designed for individual Australian tax residents who invest in publicly listed equities and supported digital assets. It may not be suitable if your investments include property, derivatives, or business assets.

Calculations depend entirely on the accuracy and completeness of the trade data you import. You should seek independent advice from a qualified tax professional before lodging your tax return. Use of ShareTax does not replace your obligation to lodge an accurate tax return.

Anti-Money Laundering (AML/CTF) Statement

ShareTax Pty Ltd is a Capital Gains Tax calculation software provider. We do not handle, transfer, or custody client funds. We do not provide designated services under the AML/CTF Act and are accordingly not a reporting entity.

ShareTax is committed to ensuring our platform is not used to facilitate or conceal money laundering, tax evasion, or terrorism financing. Our Terms of Service expressly prohibit using ShareTax to obscure the proceeds of criminal activity or facilitate tax fraud.

To report concerns about suspected misuse, contact compliance@sharetax.com.au.

ATO Resources

• ATO — Capital Gains Tax ↗
• ATO — Calculating Your CGT ↗
• TR 96/4 — Cost Identification (FIFO Ruling) ↗

FAQ

Is my data stored?

Your trade records (date, code, platform, quantity, price, brokerage, currency, FX rate) are stored so you can come back to them. Raw CSV files are not stored. When you upload a file, ShareTax parses it in memory and immediately discards the bytes — only the extracted records survive. Same goes for ZIP bundles.

What if I have missing buys?

If a sell appears in your import but the buy that funded it doesn't, ShareTax flags it on the Dashboard under Trade Reconciliation. The wizard there distinguishes between "sold without ever buying" (Type A) and "sold more than recorded buys" (Type B — usually an unrecorded stock split). You can resolve each one by importing the missing statement, recording the corporate action, or entering a manual opening balance.

Can I use this for my tax return?

The PDF and Excel exports are designed to align with the ATO's CGT schedule. However, ShareTax is a computational tool, not a registered tax agent. You remain solely responsible for what you lodge with the ATO. We strongly recommend reviewing outputs with a qualified tax professional before lodging — particularly if your situation involves SMSFs, trusts, cryptocurrency, property, or anything beyond plain-vanilla equities. See the full General Advice Warning for details.

What brokers are supported?

Native support for CommSec, Stake AU, Stake US, Betashares, Coinbase, Swyftx, MetaMask, Phantom, and Jupiter. Any other broker is supported via the Generic CSV template from the Import page — any broker whose statement can be exported to CSV will work via the template format.

What happens to my data if I cancel?

Registered accounts: data is retained for 7 years from account closure (ATO record-keeping obligation), then permanently deleted. Guest sessions: data are deleted after 24 hours regardless. Full details in our Privacy Policy.

Do you support property, crypto, or managed funds?

ShareTax fully supports cryptocurrency via Coinbase (OAuth/CSV), Swyftx (CSV), Jupiter (Wallet Sync/CSV), direct Solana wallet connections (e.g. Phantom, Solflare), and EVM wallets via MetaMask — a single connect syncs Ethereum, Polygon, Arbitrum, Base, and Optimism, with each chain tracked as its own isolated CGT parcel pool. However, property and managed funds are not currently supported. See the General Advice Warning.

Contact

General questions and CSV-import issues: support@sharetax.com.au

Privacy enquiries: privacy@sharetax.com.au

Legal matters: legal@sharetax.com.au

Compliance / AML concerns: compliance@sharetax.com.au

Found a bug or have a feature request? Email support@sharetax.com.au with subject "Bug report" and include the steps to reproduce.

Compliance & Methodology

ShareTax computes Australian Capital Gains Tax (CGT) using the First In, First Out (FIFO) methodology under ATO Taxation Ruling TR 96/4. Our system automatically processes the 12-month CGT discount (ITAA 1997 s115-25) and applies current-year and carried-forward capital losses in the ATO's prescribed order to maximise discount benefits.

Platform Isolation (TD 33): Parcel pools are strictly isolated per broker/wallet. For example, Bitcoin held in Coinbase cannot be matched against Bitcoin disposed from a MetaMask wallet.

General Advice Warning. ShareTax produces general information only; it does not take into account your personal objectives, financial situation, or specific needs. ShareTax is a computational tool, not a registered tax agent. We strongly recommend reviewing all outputs with a qualified tax professional before lodging your tax return.