Capital gains tax software for shares, crypto and other assets

Buying an investment is easy. Working out the tax when you sell, swap or dispose of it is where things become complicated.

TaxTank’s Holdings Tank tracks your shares, cryptocurrency, Australian and foreign investments and any custom assets while calculating capital gains and losses using Australian tax rules.

See your investment activity, carried-forward capital losses and live individual tax position throughout the financial year.

More than an investment portfolio tracker

Most investment platforms show what you own, what you paid and how your portfolio is performing.

Holdings Tank goes further by calculating what your investment activity means for your tax.

With Holdings Tank, you can:

Track shares, ETFs, cryptocurrency and custom assets
Record unlimited investments and transactions
Manage foreign investment income and automatically convert it to AUD
Automatically calculate capital gains and losses
Apply eligible CGT discounts and tax treatment
Carry capital losses forward between financial years
Record dividends, distributions, interest and staking income
Track investment-related expenses
Connect your Sharesight account
Add investments from supported Australian and international exchanges
Create custom tickers for unlisted assets

You can see what happened, how the result was calculated and how it may affect the tax you owe.

TaxTank made CGT simple after selling shares. Never going back to doing it manually!
Adhish Guruwacharya

As seen in

Manage your investments and Capital Gains Tax throughout the year

Holdings Tank includes the tools Australian investors need to manage investment activity, calculate supported tax outcomes and keep the records behind every result.

Shares and ETFs

Record purchases, sales, dividends, distributions and other supported activity for shares and ETFs listed on Australian and international exchanges.

Cryptocurrency

Track cryptocurrency purchases, sales and swaps, along with supported staking income and other crypto activity.

Live CGT Calculations

See your calculated capital gains and losses as transactions are added rather than waiting until the end of the financial year.

Investment income and expenses

Record dividends, distributions, interest, staking income and supported expenses alongside the investments they relate to.

Capital Loss Carry Forwards

Keep unused capital losses connected across financial years so they can be applied to eligible future capital gains.

Reports and documents

Generate investment and CGT reports while keeping statements, receipts and supporting documents connected to your records.

Know your capital gains tax position before tax time

The profit shown by an investment platform is not necessarily the capital gain included in your tax return.

Your tax outcome can depend on when an asset was acquired, its cost base, acquisition and disposal costs, how it was disposed of, previous capital losses and whether a CGT discount applies.

Holdings Tank keeps this history connected across financial years to calculate the capital gain or loss when an investment is sold, swapped or otherwise disposed of.

Unused capital losses are carried forward and automatically applied against eligible future gains, so they do not disappear into old tax returns or forgotten spreadsheets.

As your investment activity changes, TaxTank updates your estimated CGT position and includes the result in your broader individual tax calculation. You can review the transactions behind each result, see your available capital losses and generate reports without rebuilding years of investment history at tax time.

Import your investment history without entering every trade manually

If you already have investment records, you do not need to start from scratch.

Holdings Tank supports CSV imports using TaxTank’s required format, allowing you to upload multiple purchases and disposals at once.

You can also connect Sharesight to bring supported trading history into TaxTank and keep your investment and tax records connected.

Where an investment does not have an available ticker, you can create a custom ticker and add the relevant transaction history.

Once imported, your records can be reviewed and used in the applicable investment and CGT calculations.

Ready for the capital gains tax changes

Australian capital gains tax rules are changing from 1 July 2027.

TaxTank will automatically include the new rules in our calculations when they take effect, including the relevant grandfathering provisions for investments acquired under the existing rules.

Most capital gains tax software tracks transactions.
TaxTank gets the tax outcome right.

A portfolio tracker can show what you bought, what you sold and whether the investment increased in value.

TaxTank calculates what that activity means for your tax.

Recording a trade is only the beginning. The tax treatment is what determines the outcome.

Tracks portfolio value
Shows trading profit
Reports losses for the current period
Shows investments separately
Focuses on market performance
Leaves CGT calculations until tax time
Exports transactions for someone else to calculate
Treats tax as an add-on

Calculates supported capital gains and losses
Applies Australian individual tax treatment
Carries eligible capital losses forward
Connects investment results to your individual tax position
Shows both investment performance and tax impact
Updates your CGT position throughout the year
Automatically generates CGT reports from the records in your account
Builds tax into the platform

Connect your investments to the rest of your financial life

Capital gains and investment income do not exist separately from the rest of your tax position.

Your salary, sole trader activity, investment properties, deductions and other supported income can all affect the final amount of tax you may owe.

TaxTank’s separate Tanks allow you to connect the areas that apply to you.

Sole Tank

Manage Australian and foreign sole trader income, expenses, invoices, GST, assets, loans and business deductions.

Work Tank

Manage Australian and foreign income, salary, PAYG withholding, HELP repayments and work-related deductions.

Money Tank

Create budgets, organise personal spending, monitor bills and payments and and track savings, debt, equity and LVR goals.

Property Tank

Manage Australian and foreign investment properties, rental income, deductions, loans, depreciation, negative gearing and CGT.

One fixed price for unlimited investments

Getting started with TaxTank is simple and affordable. Holdings Tank is just $72 per year so you can access all the specialised tools you need to manage your capital gains tax effectively.

HOLDINGS TANK

Simply add Holdings Tank so you can Track shares, crypto and custom assets with unlimited trades and assets.

$6/month*

Paid Annually

See why Australian investors use TaxTank

Rated 5 out of 5

TaxTank helps investors replace disconnected broker reports, exchange histories and CGT spreadsheets with one organised view of their investments and tax.

“The more I learn about TaxTank and everything it offers just makes it even better. There's certain things in life that you buy/subscribe to and you realise that you made a mistake or that you now can't do without it. Taxtank falls into the latter. All of my depreciations worked out for each year, pro-rata amounts for every item bought within the year. All receipts stored. Just never having to go over sheets or speed sheets from previous years. The online chat help is second to none. These guys provide a wonderful product and back it up with practical help. It's worth every cent.”

Philip Brazel

"I love the product! The team respond quickly on chat and are also open to feedback on improving the product as well. Not many software companies are open to this so kudos to the team for this."

Josesito

I’ve been using TaxTank for six months and it’s been great! Just wish there were more integrations.

Davi Porto Ferreirinha

“Using TaxTank has ensured we have reduced costs and effort at the end of financial year, minimised tax paid as we can now track all expenses and income in one single system and peace of mind knowing we can find everything in one secure place.”

Amanda Thomas

Frequently asked questions

What is capital gains tax software?

Capital gains tax software records the information needed to calculate capital gains and losses when investments are sold, swapped or otherwise disposed of.

Holdings Tank tracks supported investment transactions and applies Australian individual tax rules to calculate an estimated CGT position throughout the financial year.

Who is Holdings Tank designed for?

Holdings Tank is designed for Australian investors who hold or trade supported shares, ETFs, cryptocurrency and custom assets as investments.

It is suitable for everyday investors who want to manage their portfolio, calculate CGT and understand how their investment activity affects their broader individual tax position.

Does Holdings Tank calculate capital gains tax?

Yes. Holdings Tank calculates supported capital gains and losses using the transaction information recorded or imported into your account.

The result can include acquisition and disposal information, FIFO matching, eligible CGT treatment and available capital losses.

Does Holdings Tank track capital losses?

Yes. Holdings Tank records eligible capital losses and carries unused amounts forward so they can be included in supported future CGT calculations.

Does TaxTank apply the CGT discount?

TaxTank applies the relevant supported CGT treatment based on the investment information and dates recorded in your account.

Whether a gain is eligible for a CGT discount will depend on the asset, ownership period, ownership structure and applicable Australian tax rules.

Will TaxTank support the CGT changes from 1 July 2027?

Yes. The new rules will be incorporated into TaxTank’s calculations when they take effect.

Relevant grandfathering provisions will also be applied using the acquisition dates and investment history recorded in your account.

Can I track cryptocurrency?

Yes. Holdings Tank supports cryptocurrency purchases, sales and swaps, along with supported staking income and other investment activity.

Can I track shares on international exchanges?

Yes. Holdings Tank includes tickers from supported Australian and international exchanges, including the ASX, NYSE, NASDAQ, TSX, HKEX, SGX and LSE.

You can also create a custom ticker when an investment is not available through the standard ticker list.

Can I track unlisted investments?

Yes. Custom tickers allow you to record supported unlisted investments and other assets that do not have a standard market ticker.

You can add the relevant acquisition, disposal and supporting information for each custom asset.

Can I import my existing trades?

Yes. You can upload transactions using TaxTank’s CSV template.

Does TaxTank connect with Sharesight?

Yes. You can connect your Sharesight account to import supported investment history into TaxTank.

Are there limits on the number of investments or trades?

No. Holdings Tank does not limit the number of supported investments or transactions you can record.

The $72 annual subscription covers unlimited supported assets and trades.

Does Holdings Tank handle corporate actions?

Supported corporate actions, including dividends, share splits and consolidations, can be recorded through manual allocations.

Automated corporate action data may depend on the investment and available integration.

Is Holdings Tank suitable for professional share traders?

Holdings Tank is designed for investors whose activity is treated under the capital gains tax rules.

Professional share traders may have their transactions treated as ordinary business income and expenses rather than capital gains and losses. Sole Tank may help manage business activity, but professional advice may be required to determine the correct treatment.

Can I track investments held through a trust or company?

You can organise and monitor supported holdings associated with different ownership structures.

Investments belonging to a trust or company must remain separate from your personal tax calculation because the relevant entity has its own tax and reporting obligations.

Can Holdings Tank include dividends and staking income?

Yes. You can record supported dividends, distributions, interest, staking income and other investment income alongside your holdings.

Does TaxTank lodge my tax return?

No. TaxTank does not lodge tax returns.

It organises your investment and tax information and generates reports that can help you prepare to self-lodge through myTax or provide the relevant records to your accountant.

Can I use my own accountant?

Yes. You can invite an accountant you already know and trust to access your current TaxTank information.

Your accountant can work from the investment history, calculations, reports and supporting records in your account.

How much does Holdings Tank cost?

Holdings Tank costs $72 per year, equivalent to $6 per month paid annually.

Bundle discounts apply if you add other Tanks to manage your employment income, sole trader business, properties or personal finances.

Is there a free trial?

Yes. You can try TaxTank free for 14 days without entering a credit card.

Know what your investments mean for your tax

Knowing what your portfolio is worth is useful. Knowing what happens to your tax when you sell is better.

Holdings Tank calculates supported gains and losses, keeps your capital loss history connected and shows how your investment activity contributes to your estimated individual tax position.

No disconnected spreadsheets. No rebuilding years of trades at tax time. No waiting until after a sale to understand the result.

You don’t need to know capital gains tax. You just need TaxTank. It knows the rules, so you don’t have to.