Run your capital gains report

This report shows every sale you made in the financial year, matched to its cost basis and split into short-term and long-term tables, with a summary that rolls up to your net capital gain. By the end, you’ll have a figure ready for myTax and a file you can hand to your accountant.

Open the report

Go to Tax Reporting → Capital Gains. Use the FY dropdown in the header to pick your year.

Capital gains report with short-term and long-term parcel tables

Enter prior-year capital losses

The Prior-year capital losses section at the top of the report lets you enter the carried-forward losses from your last tax return, or accept Metrifly’s estimate. The estimate is built from your opening carry-forward balance, so check it against your last return before relying on it — the figure you set here is applied against this year’s gains.

Read the summary

The Summary card splits your gains two ways:

Non-discountable (“Other”) — short-term gains, with losses applied, and a subtotal.
Discountable (“Discount”) — long-term gains, with losses applied, the CGT concession, and your Net capital gain.

How the CGT discount works: holding an asset more than 12 months halves the taxable capital gain

Hold for more than 12 months and, as an individual or trust, only half the capital gain is taxed.

Read the parcel tables

Table	Parcels held
Short term capital gains	12 months or less
Long term capital gains	More than 12 months

Each row shows:

Column	What it means
Symbol	The ticker and exchange
Sale allocation method	The method used — FIFO, Minimise CGT, and so on
Purchase date / Sale date	The holding period
Sold quantity	The units you disposed of
Cost basis / Sale value	The amounts in AUD
Price gain / Currency gain	Shown when foreign exchange applies
Gain	The net gain or loss on that parcel

How parcels are matched

Metrifly decides which buy parcels each sale draws from, in this order:

Your default method from Set up your tax details.
Any per-holding override for that financial year.
Specific lots you chose when you recorded the sale.

FIFO allocation ledger showing which parcels a sale is matched against and the resulting capital gain

Metrifly shows exactly which parcels each sale is matched against, and the cost base it produces.

Export it

Format	File
Excel	`capital-gains-{fy}-{method}.xlsx`
PDF	`capital-gains-{fy}-{method}.pdf`

Troubleshooting

Problem	Fix
A sale is missing	Add or import the SELL trade for that financial year.
It doesn’t match your broker	Check the dates, fees, and allocation method.
A long-term parcel got no discount	Check your entity type — companies get no discount.
The tables are empty	You had no sales in that category for the year.