FamilyOFX

Tax forecasting

Early tax liability estimates from holdings and planned events in FamilyOFX.

Tax forecasting

Tax (/tax) provides indicative liability estimates for planning — not a substitute for your accountant or tax filing.

Getting started

  1. Open Tax and select a legal entity and tax year.
  2. Review holdings pulled from your portfolio.
  3. Describe planned events in natural language — e.g. “sell half of NVIDIA in November”.
  4. Review estimated buckets: income, CGT, dividends, withholding, etc.

Settings

Tax → Settings configures country defaults and brackets:

  • Income, CGT, dividends, FTT, wealth taxes, withholding
  • Past returns calibration (optional)

Rules and country defaults evolve — treat numbers as a first cut for conversations.

Disclaimer

Indicative only. Confirm with a qualified tax adviser before acting.

Scenarios

Portfolio what-if scenarios with a living baseline in FamilyOFX.

Reports

Standard and custom reports with widgets in FamilyOFX.