Find the Perfect Plan
Start for free and scale as you grow. All plans include our core portfolio tracking and tax reporting features.
- Track up to 10 holdings
- Capital Gains & Income Reports
- Tax optimisation (FIFO, LIFO)
- Manual & CSV imports
Billed as $96 per year.
- Everything in Free, plus:
- Unlimited holdings
- Advanced tax optimisation
- Export data to CSV
- Priority support
- All Premium features
- Lifetime access to all current features
Feature Comparison
A detailed look at what each plan offers.
| Feature | Free | Premium | Lifetime |
|---|---|---|---|
| Core Features | |||
| Holdings Limit | 10 | Unlimited | Unlimited |
| Manual & CSV Imports | |||
| Portfolio Performance Tracking | |||
| Automatic Dividend Processing | |||
| Automatic Splits Adjustment Processing | |||
| Custom Investment Tracking | |||
| Tax & Reporting | |||
| Capital Gains Tax Reporting | |||
| Basic Tax Optimisation (FIFO, LIFO) | |||
| Advanced Tax Optimisation (Maximum Loss, Maximum Gain, Minimum CGT) | |||
| Income Reporting | |||
| Complex Event Support (Mergers, Demergers) | |||
| Export Data to CSV | |||
| Support & Access | |||
| Standard Email Support | |||
| Priority Support | |||
| Lifetime Access to Current Features | |||
Frequently Asked Questions
Is my data secure?
Yes — your data is safe with us. All information is stored on secure servers located in Australia, and we follow strict data protection standards. Your personal and financial details are never shared or sold. We don’t even store your payment (credit card) details — it's handled directly by our trusted payment provider, so even we can’t see it.
Do you support for CSV imports?
Yes! At this stage we support CSV imports of your trades. Support for major Australian brokers is coming really soon! We are continuously adding support for new formats. You can also add trades manually.
Will I still need an accountant if I use taxtallee?
That depends on your needs. taxtallee isn't meant to replace professional investment tax advice. It's a tool designed to simplify and speed up your tax calculations and reporting. Many users find that it helps streamline and control their tax reporting with an accountant - often making the process more efficient and cost-effective.
What happens if I have more than 10 holdings on the free plan?
On the free plan, you can track up to 10 holdings. If you add an 11th holding, we'll prompt you to upgrade to our Premium plan to continue adding more. Your existing data will remain safe.