Sort your investment tax in one hit

Get tax time sorted for your shares, ETFs and dividends. The Sharesight Tax Pack delivers accountant-ready reports on capital gains, dividend income, foreign tax credits and every figure you need to file your return.

Built for Australian tax time

Unlimited investments for a single portfolio, and every report you need to prepare your return.

$59/ year
Full access for 12 months.Get your Tax Pack

What's included

  • Unlimited investments in one portfolio
  • Taxable income report
  • Capital gains tax report
  • All trades report

Reports built for Australian tax rules

The Tax Pack bundles three reports calculated to ATO requirements: taxable income, capital gains tax, and a complete trade history.


Stylised illustration of the taxable income report with side-by-side Local income and Foreign income sections, each containing a sortable Holding column over rows of placeholder values

Taxable income report

See every cent of investment income earned during the financial year, ready for your return.

  • Dividends, distributions, interest, and franking credits in one view
  • Local and foreign income split out, ready to enter on your return
  • Covers the Australian financial year (1 July to 30 June)
Stylised illustration of the Australian Capital Gains Tax report headed Capital gains or losses, with two columns of placeholder bars and dollar-sign rows representing gain and loss amounts

Capital gains tax report

Realised gains and losses calculated to ATO rules, including the CGT discount where it applies.

  • Choose from FIFO, LIFO and other sale allocation methods
  • Short-term and long-term gains separated automatically
  • Discounted and non-discounted distributions ready to enter on your return
Stylised illustration of the all trades report as a table with sortable Holdings, Date and Type columns and a single highlighted row representing a selected trade

All trades report

Your complete trading history in one place. Every buy, sell, and adjustment, neatly reconciled.

  • Full list of trades across every holding in your portfolio
  • Brokerage and other fees included in the cost base calculation
  • Filter by date, market, or investment to answer any ATO query

A tax-focused view of your investment portfolio

See your holdings, their value, and how each is tracking from a tax perspective. The Tax Pack home screen shows you the figures that matter at tax time, all in one clear view.

Sharesight Tax Pack home screen showing portfolio holdings and the figures that matter at tax time in one view.
Sharesight Tasks tab surfacing missing trades, unconfirmed dividends and tax-time to-dos to review before running reports.

Keep your records tax-ready

The tasks tab gives you one place to see what needs your attention. Missing trades, unconfirmed dividends and tax-time to-dos are surfaced automatically, so you can review them before running your reports, and trust that your cost base reflects your real trading history.

Every tax report you need, ready in a few clicks

Once your trades are in Sharesight, you can run any Tax Pack report on demand from a dedicated tax tab. Export to PDF or Excel, give your accountant secure access through Sharesight, or use the reports to file your own return.

Sharesight Tax tab with Tax Pack reports ready to run and export to PDF or Excel.

Frequently asked questions

What do I get in the Tax Pack?
The Tax Pack gives you three tax reports built for Australian tax rules: taxable income, Australian capital gains tax, and an all trades report. It allows you to create a portfolio with unlimited shares, ETFs and dividends, including any closed positions you need for capital gains calculations. You can run reports on demand from a dedicated tax tab, export to PDF or Excel, and share secure access with your accountant. All for $59 a year.
Is the Tax Pack only for Australian investors?
The Tax Pack is built for Australian tax rules. It calculates capital gains to ATO requirements, including the CGT discount, and separates local and foreign income for your Australian return. If you file tax in another country, a different Sharesight plan will be a better fit.
What tax year does the Tax Pack cover?
The Tax Pack covers the Australian financial year just ended (1 July to 30 June). Each report pulls together the income, gains and trades for that period, ready to use when you prepare your return.
Can I add more than one portfolio?
The Tax Pack covers one portfolio with unlimited shares, ETFs and dividends. If you manage more than one portfolio — for example, a personal portfolio alongside one for a trust or SMSF — you'll need to upgrade to a Standard or Premium plan.
Can I use the Tax Pack on its own, or do I need a Sharesight plan?
You can use the Tax Pack on its own. It works as a pared-back Sharesight subscription focused on tax: three reports, one portfolio, unlimited shares, ETFs and dividends, and an overview built around your tax return.

If you want performance reporting alongside your tax features, you can pair the Tax Pack with a Basic plan. Sharesight's Standard and Premium plans include tax reports built in, so you don't need to add the Tax Pack on top of those.
How do I get my trades into Sharesight?
Sharesight gives you several ways to bring your trading history in: a direct connection with supported brokers, automatic trade confirmation forwarding from your inbox, an AI importer that reads PDFs, images and other documents, or a CSV upload. Once your trades are in, the Tasks tab flags anything missing or needing review so your cost base stays accurate.
Is my data secure when adding my investment history to Sharesight?
Yes. Sharesight is SOC 2 certified, GDPR compliant, and supports two-factor authentication on every account. Your trading and tax data is encrypted in transit and at rest, and Sharesight only ever has read-only access to the trading data you choose to share — never to your brokerage account itself.
How is this different to the Computershare Tax Pack?
Computershare's Portfolio Tax Pack covers the income from shares registered with Computershare's registry — the dividend and interest payments on the holdings it manages. It delivers a payment summary and holding balance summary as a one-time purchase per financial year, without cost base or capital gains information.

The Sharesight Tax Pack works across your whole portfolio, not just one registry. It covers every share, ETF and dividend you hold, includes capital gains calculations with the CGT discount applied, and produces three accountant-ready reports for $59 a year. If your investments span multiple brokers or platforms, or you need CGT figures, the Sharesight Tax Pack covers more ground.