Lodge with the ATO myTax report

When it’s time to lodge, Metrifly’s ATO myTax report labels every amount with its myTax item code and lets you copy each one with a click. By the end, you’ll have your investment figures entered in myTax on myGov — or exported for your accountant.

Paid feature

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

Not tax advice

This helps you transcribe your figures accurately — it isn’t tax advice, and it doesn’t cover income from outside your portfolio. Check everything before you lodge.

Open the report

Go to Tax Reporting → myTax Guide. The page is titled ATO myTax Report, with an FY dropdown, Tax settings, and Export in the header.

Item codes can change year to year and by return type, so always use the code shown on screen for your selected financial year.

Check the report details

The meta card confirms which portfolio, allocation method, and tax residency the report uses:

Field	What it means
Portfolio	The portfolio this report covers
Sale Allocation	The default lot method
Tax Residency	The jurisdiction (Australian rules for Australian portfolios)

Capital gains

Click any row to copy its amount — a toast confirms the code, label, and value, and the number pastes without a $ sign.

Row	Typical use
Total current year capital gains	Your gross gains
Net capital gain	Your assessable gain
Net capital loss carried forward	Losses to offset in future years

Expand Capital Gains Tax Breakdown for the sub-lines, or click Go to CGT report to open your capital gains report.

Taxable income

Your income is grouped into sections, each with an item code, label, amount, and tooltip — the same structure as the taxable income report summary. Go to Taxable Income report opens the payment tables.

Lodge with myTax

Before you start, make sure:

• Your tax dashboard checklist is clear.
• Your capital gains report reconciles with your broker.
• Your taxable income report reconciles with your statements.
• You’ve gathered any income from outside Metrifly.

Then, in myGov:

1. Open myTax for the same year as Metrifly’s FY.
2. Open Metrifly’s ATO myTax Report in another tab.
3. For each field, read the item code, find the matching field in myTax, click the Metrifly row to copy, and paste.
4. Expand the breakdown if myTax asks for more detail.
5. Review the summary before you lodge.

Export it

Format	File
Excel	mytax-report-{fy}.xlsx
PDF	mytax-report-{fy}.pdf

Troubleshooting

Problem	Fix
Paste doesn’t work	Paste into a numeric field — the value copies without a $.
An item code doesn’t match myTax	Confirm the financial year; the ATO renumbers fields over time.
The CGT figure differs from the capital gains page	Make sure both use the same portfolio and year.
Export fails	Use click-to-copy instead, and retry the export.

Related articles

• Use your tax dashboard
• Run your capital gains report
• Run your taxable income report