Tax Reporting
Tax time in minutes, not a lost weekend.
Lot-level CGT with the 50% discount applied, franking credits, income summaries and myTax-ready exports — entity-aware for Individual, Company, Trust and SMSF.
Free forever · No credit card required
Imports from 40+ brokers
CommSec
Stake
SelfWealth
Interactive Brokers
Pearler
SuperheroATO-ready, all year
The report your accountant wishes everyone brought.
Lot-level capital gains, franking credits and income — calculated continuously, not rebuilt in a panic every June.
CGT discount, applied
The 50% discount for assets held over 12 months is applied automatically, with holding periods tracked to the day.
Lot allocation methods
Switch between FIFO, LIFO, minimise CGT, maximise or minimise gain — and see the tax impact instantly.
Entity-aware
Individual, Company, Trust and SMSF — discount rules and reporting adjust to the entity you're lodging for.
Income & franking
Dividend income, franked and unfranked, plus franking credits — gathered into one tax-ready summary.
myTax & CSV exports
Export a myTax-ready CSV or share read-only access with your accountant when it's time to lodge.
Finalize & lock
Lock a financial year once it's lodged so the figures can't drift, with a clear record of when it was finalised.
Capital gains, lot by lot
Short-term and long-term, kept straight.
Every disposal is matched to the parcels it came from, split into short- and long-term, with losses netted and the 50% discount applied only where it's earned. No manual parcel rebuilding.
- Holding period tracked to the day per parcel
- Losses offset gains, then carry forward
- 50% discount applied to eligible long-term gains
Your strategy, your call
Choose how parcels are matched.
The order you sell parcels changes your tax. Switch allocation method and watch the net taxable gain recalculate — pick the outcome that suits you before you lodge, not after.
- FIFO, LIFO, minimise CGT, min or max gain
- Net taxable recalculates instantly
- Compare strategies before you commit
Right entity, right rules
Confident before you lodge.
Reporting adjusts to the entity you lodge for, a checklist confirms the data is complete, and one export hands a clean file to your accountant or the ATO.
- Individual, Company, Trust and SMSF
- Completeness checklist before lodging
- myTax CSV, XLSX, or read-only accountant access
FAQ
Tax questions, answered.
Is the 50% CGT discount applied automatically?
Yes. Metrifly tracks each parcel's acquisition date and applies the 50% discount to gains on assets held longer than 12 months, for eligible entities. Short-term gains are kept separate so nothing is double-counted.
Can I choose how parcels are matched when I sell?
You can. Switch between FIFO, LIFO, minimise CGT, minimise gain or maximise gain, and the report recalculates so you can see the tax impact of each strategy before you lodge.
Does it support SMSFs, trusts and companies?
Yes. Reporting is entity-aware — the CGT discount and presentation adjust for Individual, Company, Trust and SMSF, so the figures match how you actually lodge.
How do I get the numbers to my accountant or the ATO?
Export a myTax-ready CSV or detailed XLSX, or grant read-only access so your accountant can pull the CGT and income reports directly. Finalise the year to lock the figures once lodged.
Keep exploring
Performance and income, handled too.
Make tax time boring.
Import your trades and get lot-level CGT, franking credits and myTax exports whenever you need them — free to start.
Not tax advice · Verify with a registered tax agent