Capital Gains Tax & Portfolios

Reporting & tax
1

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.

2

@marksy12 welcome to the community! :rocket:

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.

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3

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).

Thanks

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