First time needing to provide my investment returns breakdown for EOFY with Sharesight and just trying to determine what is the “ideal case” for documentation to export from the platform to provide to my accountant.
Have run the Capital Gains Tax Report and played around with the sale allocation methods (FIFO, LIFO etc.) which change little for my holdings.
Do I need to do anything more than provide him with an export of the PDF of this report that shows a the breakdown of my capital gains vs. losses?
E.g, will this typically be enough to keep the ATO happy while maximising my returns? Or are other sections/reports required?