How to specify lots when entering sell

Can you specify lots when selling?
I cannot see how to change from first in first out
I Need to nominate lots for historical trades

Cheers
2 people have
this question
+1
Reply
  • Hi Magoo,

    Yes, you can make a change to the treatment of share parcels within the Reports menu, either in the Capital Gains Tax report or the Unrealised Capital Gains Tax Report. Simply click the button for sale allocation method and you can specify this for a particular holding or for your portfolio in general.

    We offer FIFO, LIFO, maximise capital gain, minimise capital gain, and the Sharesight minimisation method. Here's a bit more on our allocation methodology: http://help.sharesight.com.au/capital_gains

    Cheers,

    Doug


  • (some HTML allowed)
    How does this make you feel?
    Add Image
    I'm

    e.g. sad, anxious, confused, frustrated kidding, amused, unsure, silly happy, confident, thankful, excited indifferent, undecided, unconcerned