21 Oct Sharemarket Tax Facts
Finding information you need to prepare tax returns for clients with share portfolios can be quite time consuming, if you don’t have the right resources.
Macquarie has provided us with a great tool which provides you with information on individual equities – including:
- Closing prices
- Details of dividends paid
- Mergers and takeovers
- Bonus and rights issues
- Consolidations and share splits
- Company delistings
- New listings
- Company name changes
- Dividend reinvestment plans (DRPs)
Plus, you can also access 10 years of historical data.
To download the application please click below:
Instructions:
- Register for your copy by clicking here or by clicking the image above.
- Download the archive to your PC.
- Extract the archive to your desired location (e.g. Desktoptax-facts).
- Open “TaxFacts.exe”.
- If you are unable to open TaxFacts.exe, open “TaxFacts.xls” instead.
Screenshots:
Figure 1: You can search using the ASX code or company name, and choose the relevant tax year
Figure 2: Hundreds of abbreviations can be looked up easily.
Figure 3: Search for a code, and it will display all relevant assets.
Figure 4: Sample Report for Telstra Corporation Ltd
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About Reuben Zelwer
Reuben Zelwer established Adapt Wealth Management in 2011 to help time poor clients achieve financial freedom. For over 15 years, Reuben has helped professionals, executives, business owner and those approaching retirement make the most of their circumstances by making good financial decisions. Reuben’s professional practice is complemented by substantial voluntary work, which has included setting up financial literacy and savings programs in the local community. |