Stocks, ETFS & DIVIdends
ONE Tax report

See where you stand across crypto and stocks.

4.6 Stars on TrustPilot

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Supported brokers

From scattered accounts to one report.

Connect everything

Link your brokers, exchanges and wallets. Trades, transfers and dividends flow in automatically.

Review your gains

Every transaction is matched and categorised across shares and crypto, using the cost-basis method of your choice.

Get your report

Generate ATO and myTax-ready reports, lodge it yourself or hand it to your accountant.

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Every transaction. Every gain. Counted.

All in one portfolio tracker

Track your entire portfolio, PnL and tax liability all in the same place.

Automatically tracked corporate actions

Stock splits, mergers, buybacks, rights issues handled automatically - so your cost basis is always correct

See your winners and losers

CGT calculated across stocks and crypto together

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Every tax report you need

Turn even the most chaotic trades into tax reports your accountant can understand instantly. Or better yet, file them yourslef directly via myGov.

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Download a sample report

Capital Gains

ATO MyTax

Income

Expenses

Audit report

Have you tried @summ_app? I had good luck with it but yeah definitely needs manual reviews but automates most of them.

notJohn

@n0tJohn

7 Jan

For anyone else like me who nearly rage quit doing their crypto taxes, check out @summ_app. Totally saved my sanity...

Nino Vargas

@niniterre

14 Jan

That time of the year to go through transactions and make sure they are listed properly for tax purposes. Not fun when you have a lot of wallets but @summ_app makes it this much easier for you.

Jules- 🟧⛈️🟣

@julestrades

23 Dec

I literally could not function without [Summ]. I've got multiple assets on multiple blockchains doing 5-10k transactions a year. Doing that by hand would be pure insanity.

CorrectsYourBS I NOM

@CorrectsYourBS

13 Jan

A cryptid is tentatively back from hiatus but will be keeping update frequency low rn. Uncle Sam unretired me 4 a mission to JPN so had to finish taxes early. Got it done thx to [Summ]. I have no affiliation w/ them. Pls just keep it alive🙏

Crypto Kryptid

@CryptoKryptid

11 Apr

Unlike other tax items where you have to wait for 1099s' or bank statements, you can code all of your Crypto and Defi as soon as the ball drops on new years and get a good estimate of where your taxes lie. [Summ] is still my first recommendation for tools.

Smoky Tax

@smoky_tax

18 Dec

Just did my crypto taxes with [Summ] and got my report summary. Overall, very pleased with the process! Highly recommend if you have not yet decided on what crypto software to use. Did my taxes in a few hours and going to my tax guy tomorrow.

CozShesDead.eth

@CozShesDead88

26 Mar

Best Crypto tax Software? after importing data onto Koinly, [Summ] and ZenLedger, the clear winner had the best UI. [Summ] is the winner...

LukeJ.eth

@LukeJdoteth

16 Mar

Called my tax accountant to warn him there will be some crypto and NFT stuff this year. His reply wasn't what I expected: “No worries, know all about them! My 13 yo daughter creates NFTs and sells them on OpenSea. And we use [Summ] for our clients” Boom! I chose well 💥💥

Liya Dashkina

@liyadashkina

31 Mar

Recommended

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Core capabilities

Rookie

$49

was

$49

Start for free

100

Transactions

Hobbyist

$99

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$99

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1,000

Transactions

Investor

$249

was

$249

Start for free

10,000

Transactions

Trader

$499

was

$499

Start for free

100,000

Transactions

Plan inclusions

Portfolio tracking

Plan inclusions

Portfolio tracking

Plan inclusions

Portfolio tracking

Plan inclusions

Portfolio tracking

Unlimited holdings & integrations

Portfolio tracking

Crypto and stocks coverage

Portfolio tracking

Unlimited tax reports for all tax years

Portfolio tracking

Dividend tracking

Portfolio tracking

Automatic corporate action tracking

Portfolio tracking

Tax minimisation algorithm

Tax-loss harvesting

Audit report

Trading stock report

Audit report

Support

Email + chat

Priority email and chat support

Frequently asked questions

Quick answers to some of your most common questions.

Do I need both crypto and stocks to use Summ?

No. Run both, or just one. Summ produces an ATO-ready report for whatever you hold.

Which markets do you support?

Currently Australian and US stocks, with more on the way. Add the accounts where you trade.

How do I add my stocks?

Stocks are added by CSV. Export your trading history from your broker, then upload it under Accounts. Summ imports your trades, adds them to your portfolio and calculates your gains. (Your crypto can be connected directly via exchange or wallet, or imported by CSV.)

Is my broker supported?

We currently support CSV import from Bell Direct, CommSec, Interactive Brokers (IBKR), NAB Trade, Pearler, SelfWealth, Stake, Superhero, Tiger Trade, Vanguard Personal Investor and Westpac Share Trading, with more being added. Export your trading history and upload it under Accounts.

I track my portfolio in software like Sharesight or Navexa. Can I import that?

Yes. We support CSV import from portfolio tracking software Sharesight and Navexa. Export your history from your tracker and upload it under Accounts.

I hold US shares. What about foreign tax?

Any foreign tax withheld on your US shares is calculated automatically and shown in your account. You stay in control of the rate: set it to 15% or 30% in settings to match your reporting needs.

How is stock tax calculated in Australia?

Generally two ways: capital gains tax when you sell, and income tax on dividends. Summ applies the relevant ATO rules to your holdings and keeps your calculations compliant with current Australian tax law.

How does the free trial work?

There's no clock on it. Summ is free to use from the moment you sign up, and it stays free for as long as you like. Import your accounts, track your portfolio and use the categorisation tools at no cost, indefinitely. You only need a paid plan when you want to download your reports or unlock premium features such as tax loss harvesting.

Precision that pays off

Guessing is expensive. Our exclusive algorithm automatically optimises your tax liability, ensuring you pay the absolute least possible while highlighting every potential saving.

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