FiscalFox editorial team · Product lead: Grant Sloane · Updated
Upload your broker fileDownload and add your Stake history
- On the web, open your profile (top right) › Tax & reporting › Financial year reports. In the app, go to Manage › Settings › Tax & reporting.
- Download the Investment activity statement as XLSX for each financial year you traded in, and add each file as it is. FiscalFox reads both the Aus Equities and Wall St Equities sheets.
- Open the Australian calculator with your broker selected and add the original CSV or Excel files. Review the income year you need and download the workings.
Choose the supported workbook
FiscalFox reads the Aus Equities and Wall St Equities sheets. Trade dates, units, currency, fees and total values stay with their source rows; foreign trades are calculated in AUD using dated FX evidence.
Complete the Stake records
Stake’s Other activity statement contains transfers and US corporate actions. Keep it alongside the import and record the relevant events separately; the trade workbook alone does not recreate them.
Sources: Stake: reporting and statements
Calculate the Australian income year
Include the acquisitions behind the year’s sales, even when you bought years earlier. FiscalFox keeps parcels and their dates, converts covered foreign trades to AUD and applies capital losses before any current-rule discount.
Review the affected year’s results and download the item 18 workings. The 50% discount applies to qualifying resident-individual gains under the rules through 30 June 2027; holdings that cross the reform date also need their transition valuation.
Sources: ATO: Working out a capital gain or loss · Treasury Laws Amendment (Tax Reform No. 1) Act 2026
Questions and answers
Which Stake file does FiscalFox need?
Choose the Investment activity statement in XLSX, not the valuation summary or cash transactions statement. The workbook carries the actual share acquisitions and disposals.
Is the Stake profit figure my Australian taxable gain?
Use it as a cross-check. Australian CGT depends on the parcels, original costs, AUD conversions, capital losses and applicable discount; the calculator rebuilds those figures from the records.
Do I need earlier purchases as well as this year’s sales?
Yes, whenever a sale uses shares bought before the income year. Include the original acquisitions and any relevant transfers, reinvestments or fund cost base adjustments.
Official sources
Sources reviewed . Export steps describe FiscalFox’s supported file. Broker help links explain the available reports; menu names can vary by account and platform.
Stake: reporting and statements
ATO: Working out a capital gain or loss