01
Add accounts
Import your brokers and wallets. Every transaction is auto-labelled and calculated for your tax report, turning hours of manual work into minutes.
Accurate taxes for stocks and crypto, no guesswork.
All your investments in one place
Follows ATO tax guidelines
Australian made and owned
4.6 Stars on TrustPilot
No credit card required · Read-only access
Supported brokers
From scattered accounts to one report.
02
Review your gains
Every transaction is matched and categorised across shares and crypto.
03
Get your report
Generate ATO and myTax-ready reports, lodge it yourself or hand it to your accountant.
Every transaction. Every gain. Counted.
All in one portfolio tracker
Shares, ETFs, dividends and crypto in a single dashboard. No spreadsheets, no switching between apps to see where you stand.
Make smarter moves
Monitor your asset spread, track unrealised gains, and see the broker fees eating your returns, all in one view.
See your winners and losers
CGT calculated across stocks and crypto together. See your gains, losses, and what you actually owe.
Every tax report you need
Turn even the most chaotic trades into tax reports your accountant can understand instantly. Or better yet, file them yourself directly via myGov.
Download a sample 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
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
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
Recommended
Compare plans
Core capabilities
Portfolio tracking
Plan inclusions
Portfolio tracking
Plan inclusions
Portfolio tracking
Plan inclusions
Portfolio tracking
Plan inclusions
Portfolio tracking
Unlimited holdings & integrations
Unlimited holdings & integrations
Unlimited holdings & integrations
Unlimited holdings & integrations
Unlimited holdings & integrations
Crypto and stocks coverage
Crypto and stocks coverage
Crypto and stocks coverage
Crypto and stocks coverage
Crypto and stocks coverage
Unlimited tax reports for all tax years
Unlimited tax reports for all tax years
Unlimited tax reports for all tax years
Unlimited tax reports for all tax years
Unlimited tax reports for all tax years
Dividend tracking
Dividend tracking
Dividend tracking
Dividend tracking
Dividend tracking
Automatic corporate action tracking
Automatic corporate action tracking
Automatic corporate action tracking
Automatic corporate action tracking
Automatic corporate action tracking
Tax minimisation algorithm
Tax minimisation algorithm
Tax minimisation algorithm
Tax loss harvesting
Tax loss harvesting
Tax loss harvesting
Advanced reports
Advanced reports
Advanced reports
Audit report
Audit report
Audit report
Trading stock report
Trading stock report
Email + chat
Priority email and chat support
No credit card required · Read-only access
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 Stake, CommSec, CommSec International, Vanguard Personal Investor, CMC Invest, Betashares Direct, Westpac Share Trading, Bell Direct, nabtrade, Interactive Brokers, Selfwealth, Pearler, ANZ Share Investing, Superhero, Raiz, Tiger Trade 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 least possible while highlighting every potential saving.
Get started
No credit card required · Read-only access
Stay sharp,
stay connected
Crypto 101, guides and product updates.
Blog
5 July 2026
How to Do Your Crypto and Stocks Tax in One Place
Here's how crypto and shares are taxed side by side, and how to sort both in one place.
Blog
6 July 2026
What Australian Investors Need to Know for FY2026-27
The proposed CGT rules for shares and crypto from 1 July 2027, explained.
Blog
8 July 2026
How to Calculate Stocks, Shares and Dividends Tax
CGT when you sell, income tax on dividends, and what to consider when you reinvest. The FY25-26 rules, explained.