Run your taxable income report

This report gathers all the income for your tax return — dividends, franking credits, trust and AMIT components, foreign payments, and crypto — and labels the totals with their myTax item codes. By the end, you’ll have your income figures ready to lodge.

Paid feature

Tax reporting needs a paid plan. See Compare plans and pricing.

Not tax advice

Reconcile these figures against your fund and dividend statements before lodging. This is a preparation tool, not tax advice.

Before you start

Unconfirmed dividends and reinvestments are included in your totals, but you should still review them before lodging. See Confirm your dividends.

Open the report

Go to Tax Reporting → Taxable Income. Use the FY dropdown to pick your year.

Read the summary

The top card lists each item code, its label, and the amount in AUD, with info tooltips. The totals roll up from the tables below, so reconcile your dividends before you lodge. You can copy these values straight into myTax from the ATO myTax report.

Read the income tables

Click any row to open the dividend editor (if you have edit access).

Table	What it covers
Non Trust Income	Australian dividends (non-trust) — total income, net dividend, franked and unfranked amounts, franking credits, interest, AMIT increase and decrease, and foreign source
Trust Income	Trust and managed-fund distributions, grouped by holding
Foreign Income	Non-Australian securities, with withholding and AUD conversion where it applies
Crypto Income	Assessable crypto events, when your portfolio has them

ETF and AMIT statements

Funds usually send an annual tax statement after 30 June. Match the AMIT decrease and AMIT increase amounts to that statement. The same adjustments show up on your historical cost basis as AMIT Adj.

Year-end workflow

1. Confirm your dividends through the year — Confirm your dividends.
2. After 30 June, compare these tables to your fund tax statements.
3. Lodge with the ATO myTax report.

Export it

Download taxable-income-{fy}.xlsx or a PDF from Export.

Troubleshooting

Problem	Fix
The tables are empty	You had no distributions for the year, or your dividends aren’t confirmed yet.
The franking looks wrong	Edit the row or re-confirm the dividend.
You can’t edit a row	You have a view-only role on a shared portfolio.
The AMIT columns are zero	Reconcile against your fund statement, and check with your accountant.

Related articles

• Confirm your dividends
• Review your historical cost basis
• Lodge with the ATO myTax report