Forward the statements from your banks, brokers and bonds outside Australia. Zarpia organises the interest, dividends, coupons and gains in AUD, for you and your accountant to review.
From your overseas bank or broker, in any language. A monthly statement, a yearly one or a tax certificate.
With "Investment" at the start of the subject, to the mailbox you connected. Or upload it on the Worldwide page.
Confirm the lines Zarpia found, then download the spreadsheet for your accountant.
One Zarpia account and one credit wallet, whether you use it for overseas investments, a property, or both.
The Worldwide page, entering payments and trades by hand, conversion at Reserve Bank rates, and the accountant's spreadsheet.
Each statement Zarpia reads uses 1 credit (per 20 pages). Credits never expire and also work for property documents.
50 statement reads each Australian financial year, and 80 in your first year: getting started usually means catching up on last year's statements as well as this year's. Then credits. Renews yearly; cancel any time before renewal.
Files already read, and files that aren't overseas investment statements, don't use a read (up to 5 a year for the latter).
Any bank, broker or bond account held outside Australia, with statements in any language: European neobanks and brokers, banks back home, government bonds. If it's a PDF or a photo of a statement, Zarpia reads it.
Australian banks and brokers report interest and dividends to the ATO, which pre-fills them in your return. Worldwide covers what isn't pre-filled: accounts held outside Australia. If you send an Australian statement, Zarpia tells you and doesn't use a read.
A spreadsheet with every payment in its own currency and in Australian dollars, the Reserve Bank rate used, foreign tax withheld, and capital gains with their purchase cost. Your accountant reviews it and prepares your return.
No. Zarpia organises your documents and figures; it doesn't give tax advice or lodge anything. You and your accountant decide what goes in your return.
In your Zarpia account, visible only to you. Statements are read to pull out the figures; you can delete a statement or your whole account at any time.
No. You can use Zarpia for overseas investments only, for your property only, or both, in one account.