I am located in Australia for tax purposes. Within Sharesight I have two separate portfolios, one for ASX shares and the other for crypto. When running the CGT report can I create a combined CGT report summarising both portfolios for tax reporting purposes. Thank you in advance.
@marksy12 welcome to the community!
Sharesight defines a portfolio as its own tax entity. With this in mind, tax reports are only available on a per-portfolio basis. So you’ll need to run two separate CGT reports per each portfolio, or add your crypto trades to your shares portfolio.
Hi Jack, so would you say… if I own equities in different overseas exchanges, to setup a portfolio for each of those exchanges? (for ease of tax reporting).