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Can I rely on the CSV download of my Activity Feed to complete my tax return?

Updated this week

No. While the CSV download will provide all activity found in your Activity feed, it may not include certain transactions required for your tax return. For instance, it would not include a stock takeover, which may have capital gains implications for your tax return. We are working to bring these transactions into the activity feed in the future. If you need additional data for tax reporting, please reach out to our customer support team.

Please note that tax reclaims for REITs in ISAs do not appear in the CSV download.

You can also download yearly tax statements from your activity feed.

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