Investor lodgement for Reckon One
Tue 6 Oct 2026 · 10:00–11:00 Sydney
Load a sample Australian individual, match parcels FIFO, apply the 12-month CGT discount, and hand the accountant a pack that nets $9,505.00. This is a Reckon One add-on walkthrough — not a marketplace listing.
Sample is already loaded. No login. Riley Tan · INV-SAMPLE-2026.
ASX EQUITIES
$1,063.50
Stock-only net
CRYPTO (CGT ASSETS)
$8,441.50
Crypto-only net
COMBINED NET
$9,505.00
Sample pack target $9,505.00
Stocks
CommSec — Individual
14 CommSec-style equity trades in AUD, including prior-year lots for the 12-month test.
Stock-only net $1,063.50
Crypto
Coinspot — Personal
12 Coinspot-style crypto trades. Treated as CGT assets, not as trading stock.
Crypto-only net $8,441.50
Reckon book
Labs Demo — AU Individual
File RO-DEMO-INV-2026. Stub OAuth — authorise the add-on, then push the lodgement pack. Nothing is written to a live book.
Five screens, under two minutes
- Sources — CommSec and Coinspot show as sample-connected.
- Ledger — FY 2025–26 plus the prior-year lots the discount test needs.
- Parcels — FIFO CGT events with hold days and working.
- Pack — schedule, stock vs crypto, netting, checks, PDF, push.