Stocks and crypto tax, no guesswork.

No. Use it for both, or just one. Summ produces a report ready for your tax return, whatever you hold.

Generally two ways. Capital gains tax applies when you sell or dispose of an asset, such as selling shares or swapping one crypto for another. Income tax applies to what you earn, such as dividends or interest on crypto. How each transaction is treated depends on its type and your circumstances. Summ applies the ATO's rules to each one and shows how every figure is worked out.

Yes. Summ supports dividends and distributions, share splits and consolidations, capital returns, demergers, mergers, ticker changes and special dividends. For ETFs and managed funds, upload your AMMA statement and confirm the cost base adjustment Summ reads from it. Franking credits and foreign income sit in the same ATO-ready report as the rest of your portfolio.

We do. We have integrations with many NFT marketplaces, and categorisation options for any NFT activity: minting, buying, selling and swapping.

Yes, Summ (formerly Crypto Tax Calculator) is designed to generate accountant-friendly tax reports. You import your transaction history and export your report, so your books are up to date before your accountant sees them, which can reduce the bill. You can discuss tax scenarios with your accountant and have them review the report.

We have an annual subscription which covers all previous tax years. If you need to amend your tax return for previous years, you're covered under the one payment.

There's no time limit. Summ is free to use from the moment you sign up: import your accounts, track your portfolio and use the categorisation tools at no cost. You only need a paid plan when you want to download your reports or use premium features such as tax loss harvesting.