Quick start: from sign-up to your first report
Add a property, upload your transactions, confirm the suggested categories, then generate your accountant report. Four steps, done once.
Do these four steps once; after that BrickTrack runs in the background.
Add your first property
Start typing your address and BrickTrack fills in the rest. Set your contract date: that's when your CGT holding period starts. Settlement is when ownership begins, and it drives how long you've owned the property.
Upload your transactions
Export a CSV or Excel file from your bank and upload it. Automatic bank feeds are coming; for now this is how transactions get in.
Confirm the categories
Each line gets a suggested ATO category. Confirm or correct it once and BrickTrack remembers the pattern for next time.
Generate your accountant report
Your Tax Report and Accountant Pack are one click away in Reports.