Commsec 年度的盈利或亏损在哪里查看？

xiamensimon

三月份刚刚炒股，发现commsec系统不好用。都不知道自己输赢多少，又懒得一笔笔对账。现在要报税，需要这个数据，怎么办呢？谢谢大家

BarryAllen

commsec很好用啊，你登陆进去的那一页就有

xiamensimon

真的要自己算输赢吗？
进出几次EVN，不是全部买入或卖出，最后还是持有。怎么算

Ozmark123

You can download transaction records and portfolio reports, then send it to your tax agent to do the work for you.

If you like to do it yourself, go to commsec - transaction icon, then download the records- if buy, it is cost base, if sell, it is proceeds, net difference is gross capital gain/(loss), if gain and held more than 12 months under individual, claim 50% discount. gross cg goes to 18H, net cg goes to 18A, if loss, go to 18V.

凸凹

Ozmark123 发表于 2016-8-2 17:44
You can download transaction records and portfolio reports, then send it to your tax agent to do th ...

transaction icon 在哪

Ozmark123

Hi,

commsec- portfolio - shares - 0000000 (press your shares account) - transactions (there are four - holdings account details, transactions, transfers) - date range from --- to ---.

Hope it help.