Though the Pearler tax return guide (https://pearler.com/tax-return) is quite handy for the Individual tax return, for my SMSF need through my Tax Accountant 'need' for his automated accounting system, I would 'wish' Pearler add the CSV / XLSX option in addition PDF file for the EOFY Reports of Share Transaction, Cash Transaction and Holding Balance at 30/06/2024 eg. Currently I have to request Pearler help to generate the requested reports at EOFY time. My tax report need is similar to others (like Manfred) who are holding SMSF as long term investment with Pearler. We'd love Pearler have other Report features which have been implemented in other competitors (such as Stake and Self-Wealth...)

An API with investment and accounting software from BLG - Simple Invest/Fund 360 would really help with DIY at tax time.

I would love an annual tax statement (happy to pay!). When it comes time to sell ETF’s in future I’d like to be able to easily determine CGT liability using the FIFO method, and an annual report would be great for this.

I believe Vanguard Personal Investor provides a tax statement which applies the FIFO method to calculate CGT which is very useful for long term investors.

Unfortunately integration with Sharesight isn’t perfect, particularly when it comes to tracking DRP purchases (unit numbers are inaccurate between Sharesight and Pearler), so a Pearler-built statement might solve these issues!

This would be fantastic able to download holding/transactions report dividend payments/reinvestment all within the app/website. Even if those want to use it straight from Pearler for their tax or use it to import it in to another stock market tool eg Sharesight

My shares are held in an SMSF. As such, my accountant must have a Portfolio Valuation report at the end of every financial year not just to complete the tax return, but also for mandatory audit purposes. The report that was generated for me after I sent a help request seems to fit the bill nicely, but I was advised I would have to request it each and every time I need one! In these days of tax compliance, this and the Transaction Statement reports should be standard reporting from any share broking platform.

It will be great to be able to download a holding transaction report (.csv or .pdf) straight from Pearler that includes dividend reinvestment adjustments. At the moment, I am having major trouble with Sharesight as I just realised that had been discrepancies in the number of share units owned on Pearler and Sharesight, most probably due to discrepancies in dividend reinvestment allocation. I don't mind manually adjusting the data on Sharesight, but it feels like serious double handling. If only there were a way to export the holding report straight from Pearler.

Can we get an API integration with Sharesight?

Downloading transactions and current holdings will help import into Sharesight, or another tool. Especially useful for calculating all sorts of income tax and capital gains tax reports and many other types of financial analysis that people like to do.

Hey @Hayden and team. Any update on this would be very much appreciated!