Disclaimer

This software is not financial advice, and it is not tax advice.

It performs arithmetic on numbers you give it. It does not know your circumstances, it has never met your accountant, and it has no opinion about what you should buy or sell.

Specifically

• Every figure is your responsibility to check. Prices come from a free, unofficial source that will occasionally be wrong, late, or missing. Trades are whatever you or an importer put in.
• The tax calculations implement rules as the authors understood them. FIFO parcel matching, the CGT discount, financial-year boundaries and franking credits are implemented in good faith and tested against worked examples — but they are general rules applied to a general case, and tax is neither.
• Australian rules only. Financial years run July to June, capital gains use Australian rules, and franking credits are an Australian concept. If you are taxed elsewhere, the tax pages do not apply to you.
• The rules change on 1 July 2027. The 50% CGT discount gives way to indexing the cost base, and gains from then carry a 30% minimum tax. This version indexes as the authors read the Act, valuing a holding at the last close before 1 July 2027 until the Minister sets another method, and works out the minimum tax at the one income tax rate you give it. See Capital gains from 1 July 2027.
• Use the exports as a starting point for your accountant, not as a lodgement.

No warranty

This software is provided "as is", without warranty of any kind, express or implied. The authors are not liable for any claim, damages or other liability arising from its use — including financial loss, an incorrect tax return, or a decision made on a number this app displayed.

See the LICENSE file for the full terms.

If a number looks wrong

It might be. Please open an issue with enough detail to reproduce it — the trades involved (amounts changed if you prefer), what you expected, and what you got. Errors in the tax logic are the highest priority bugs this project has.