Hi I am new to trading and new to reporting my trading activities to the ATO (Australian Taxation Office) in Australia.
My accountant has requested a summary of my portfolio/positions as at 30th June 2021 including current loss/profit at that time. Is there a way I can get this information to them?
I know there is the income statement as well as custom transaction and trading statement I can generate for the period 1st July 2020 to 30th June 2021 but not sure how I can generate the accountant's request.
Thanking the community in advanced, cheers. Paul