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© Fiskil 2026. All rights reserved.
Wealth Management
Investment Tax Reporting
Investment tax reporting is complex and time-consuming. Fiskil automatically tracks capital gains, dividends, and deductible expenses from transaction data to generate tax-ready reports.
Investors struggle to compile investment income and capital gains for tax returns, often missing deductions.
Manually consolidating tax documents from multiple brokers
Calculating capital gains with correct cost basis
Tracking dividend income including franking credits
Missing deductible investment expenses
Tax preparation takes days of manual work
Automatically calculate capital gains, aggregate investment income, and generate tax reports from banking and investment data.
Automatically calculate capital gains and losses with correct cost basis for all sales.
Aggregate all investment income including dividends, distributions, and interest.
Track franking credits on Australian dividends for tax return claims.
Identify deductible investment expenses like management fees and interest.
Add automated investment tax reporting to your platform.
User connects all investment and bank accounts for complete transaction access.
API analyzes all transactions during tax year to identify taxable events.
System calculates capital gains, income, and deductions with supporting details.
Generate tax reports ready for accountant or direct tax return entry.
Track all CGT events including sales, disposals, and distributions.
Calculate correct cost base including purchase costs and adjustments.
Automatically apply 50% CGT discount for assets held over 12 months.
Calculate franking credits on franked dividends for tax refund optimisation.
Track deductible interest expenses on investment loans.
Generate reports formatted for easy entry into ATO tax returns.
A wealth platform adds automated tax reporting to help clients at tax time.
Result: Clients save average of $450 in accountant fees with ready-to-file tax reports.
An accounting software integrates investment tax reporting for complete tax preparation.
Result: Reduced tax return preparation time by 60% with automated investment reporting.
An investment app provides tax reports for active traders with frequent transactions.
Result: Traders save 10+ hours at tax time with automated capital gains calculation.
GET /tax/capital-gainsGET /tax/investment-incomeGET /tax/deductionsPOST /tax/generate-reportCapital gains and losses
Cost base data
Dividend income
Franking credits
Interest income
Deductible expenses
OAuth 2.0 / CDR consent
Yes
Australian financial year (July 1 - June 30) with historical years available.
Capital gains use actual cost base from transaction history with adjustments for costs and CGT discount.
Yes, franking credits on Australian dividends are calculated and included in reports.
Foreign investments are included with AUD conversion. Crypto requires exchange integration (planned).
Yes, reports can be exported in formats accountants prefer (PDF, Excel, myTax import).
Investment management fees, loan interest, and platform fees visible in transactions.
Yes, reports follow ATO guidelines for investment income and capital gains reporting.
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Join hundreds of companies using Fiskil to power their wealth management applications. Get started today with our developer-friendly API.
Products
© Fiskil 2026. All rights reserved.