Importing Trades & Data

Broker guides

Click a broker below to see step-by-step export instructions. ShareTax accepts the native export format from each — there is 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 share import (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.
• Dividends: The Date is read as the payment date. Leave Quantity and Price empty if you don't know them — ShareTax derives the holding from your trade history and calculates the per-share rate itself. If you do fill them in, your values are kept as-is.

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 built from the ground up to process massive files cleanly and accurately.

ZIP Bundles Supported

You can zip multiple CSV or XLSX files from the same broker together and upload them in one go. The engine unpacks the ZIP in-memory, parses all valid statement files, and combines them into a single import batch. This is particularly useful for brokers (like CommSec or Stake) that export each financial year or asset class into separate files.

One Account Per Broker (TD 33)

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 completely idempotent. If you accidentally upload the same CSV twice, or upload an overlapping date range, ShareTax will safely identify and ignore trades that have already been imported.

Dividends & Distributions

Broker statements record a distribution as a date and a dollar amount. They rarely say how many shares it was paid on, and almost never carry the ex-date. ShareTax fills both gaps automatically:

• The share count is worked out by replaying your trade history to the entitlement date, which gives a verified per-share rate.
• The ex-date is resolved from market data. Where ShareTax has also fetched the same distribution independently, the two records are combined into one: payment date and cash amounts come from your statement (as the authoritative source), while ex-date and units come from the market feed.
• Final distributions landing after sale: ShareTax attributes the payment to the shares held immediately before the sale if paid within 75 days of disposal.

Franking Credits

A franking credit represents Australian company tax already paid on distributed company profits. When declared on your tax return, franking credits reduce your total tax liability as a tax offset.

• Foreign dividends have no franking credits: Foreign companies pay foreign taxes, not Australian company tax. Withholding tax on US/international shares is tracked under Tax Withheld as a Foreign Income Tax Offset (FITO).
• Fully franked calculations: The franking credit equals Cash Amount × 30/70 at the standard 30% company tax rate (or 25/75 for base rate entities).
• ETF / Trust Distributions (AMMA): ETF distributions split across franked/unfranked dividends, foreign income, capital gains, and tax-deferred amounts. Enter the exact figures from your annual AMMA statement into the Income module.