The tax solution for your investment portfolio

If you’ve been struggling with calculating your portfolio taxes, it’s time to swap your spreadsheet for Sharesight.

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Simplify your portfolio tax reporting

Built for Australian investors

Investors just like you use Sharesight to get all the info they need to lodge their ATO tax returns.

✔️ ATO tax entities

CGT discounts are automatically adjusted based on your tax entity: Individual/Trust, SMSF or Company.

✔️ Franking credits

See all your dividends automatically flow through, with a breakdown of franked, and unfranked amounts.

✔️ SMSF record-keeping

Automatically record all trades & dividends, and connect to Xero to reconcile all the transactions against your SMSF bank account.
5 ways Sharesight helps Australian investors at tax time

Everything you need to calculate your portfolio taxes

With Sharesight, all your portfolio-related data lives in one place. So you always have everything you need – not just at tax time but throughout the year.

⭐ See all your dividend income

Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments, broken-up by local Australian (non-trust and trust) income and foreign income. Franked/unfranked amounts and relevant franking credits are also provided. The report can be run at any time, over any time period.

Taxable Income Report - Australia : Sharesight

⭐ Easily calculate your CGT

Use the Capital Gains Tax Report to calculate the capital gains you incurred from sold shares, as per Australian Tax Office (ATO) rules. You can optimise your tax position by experimenting with different sale allocation methods, and the report can be run at any time, over any time period.

CGT Report AU - 2019 (cropped)

⭐ Take advantage of tax loss selling

Use the Unrealised CGT Report to offset your capital gains against investments that have suffered losses this year. You can model the capital gains tax that would arise across your portfolio if the shares identified were sold on the report date, and you can modify the CGT sale allocation method at the overall portfolio or individual holding level to determine your optimum position.

Unrealised CGT Report AU - 2019 (cropped)

Make tax time a breeze

Features to save you time and money at tax time, and provide peace of mind throughout the year.
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Flexible reporting

Run reports for any financial year (or custom date range), and export them to a PDF or spreadsheet.
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24x7 access

Keep track of everything you need in one place, and access it anywhere you have an internet connection.
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Secure sharing

Stop emailing sensitive files back and forth – share secure portfolio access with your accountant instead.
Simplify your portfolio tax reporting

Don’t just take our word for it