We've partnered with Sharesight for tax reporting and portfolio tracking that’s integrated directly with our platform.
Our partnership
Sharesight helps you track your holdings, run tax reports, evaluate your shares by performance, and much more.
Once synced, your trades will automatically flow into Sharesight, giving you an easy way to manage your tax obligations and access portfolio reporting.
You'll be able to track up to 10 holdings on a complimentary free plan, with the option to upgrade to a more comprehensive paid plan.
Powerful performance & tax reporting
Sharesight automatically calculates the performance of your overall portfolio and individual holdings, all in one place. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.
Get all the information you need for comprehensive performance and tax reporting.
How to integrate
To link Sharesight with your Invest account, simply log into the web platform and go to ‘Account’ > ‘Tax Portfolio & Reporting.
Types of reports
Taxable Income Report
The Taxable Income Report breaks down your dividends and interest payments that you've received. Easily compile all the portfolio data required for your Australian Tax Office (ATO) tax return. Separate tables are provided for Australian taxable income and overseas taxable income.
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