I got sick of scrambling at EOFY, so I built Tax-E — a desktop app that tracks your income, stock trades, crypto, dividends, and deductions all year, then spits out a PDF for your accountant.
The Problem
Every June, the same thing happens.
You dig through emails looking for payslips. You try to remember which stocks you sold and when. You open your crypto exchange and stare at 200 transactions wondering which ones are taxable. Your accountant asks for your deductions and you hand them a shoebox of receipts.
Sound familiar?
If you're a FIFO worker, tradie, or anyone juggling a salary plus investments on the side, tax time is a nightmare. The ATO wants everything — PAYG summaries, capital gains calculated, franking credits, work deductions etc.
So I decided to streamline it.
What I Built
Tax-E is a desktop application for Windows that tracks everything the ATO cares about:
PAYG Income — Enter your payslips manually or scan PDF payslips with OCR. It pulls out the gross, tax, super, and net automatically.
Stock Trades — Import your trade history from CommSec, SelfWealth, eToro, or Pearler via CSV. Tax-E calculates your capital gains using the FIFO method — exactly as the ATO requires.
Cryptocurrency — Same deal. Import from Swyftx, Binance, or CoinSpot. It handles the FIFO matching, tracks your cost base, and even knows about the 12-month CGT discount.
Dividends — Track dividend income and franking credits. Import from your broker or add manually.
Work Deductions — Log deductions by category (tools, travel, uniform, home office, etc.) throughout the year so you're not guessing in June.
EOFY Export — When tax time hits, click one button and get a professional PDF summary. Hand it to your accountant. Done.
Why Not Just Use a Spreadsheet?
I tried that. For about two years. Here's what happened:
- I forgot to update it for three months
- The formulas broke when I added a new column
- I had no idea how to calculate crypto capital gains properly
- My accountant couldn't read my mess
Tax-E solves all of that. It's purpose-built for Australian tax. It knows about financial years (July to June), it knows about the FIFO method, it knows about franking credits and the CGT discount.
The Tech Stack
For the developers reading this:
- Python with Streamlit for the web UI
- ReportLab for PDF generation
- Pandas for data handling
- Plotly for the dashboard charts
- pypdfium2 + Tesseract for OCR payslip scanning
- All data stored locally in JSON files — no database, no cloud
The app runs as a local Streamlit server and opens in your browser. It's packaged with an Inno Setup installer for Windows so non-technical users can install it with a double-click.
Privacy First
This was important to me. Your financial data is sensitive. Tax-E stores everything locally on your computer in simple JSON files. No cloud sync. No accounts. No tracking. No analytics.
You own your data. Full stop.
Who It's For
- FIFO workers juggling salary + investments
- Tradies with ABN income
- Anyone who trades stocks or crypto in Australia
- Freelancers tracking income from multiple sources
- Basically anyone who dreads EOFY
What's Next
Tax-E gets updated every July with new tax brackets when the ATO changes rates. Buy once, get updates for life.
I'm also working on a bunch of other productivity tools — invoice generators, automation scripts, and templates. You can check them all out on my Gumroad store.
Try It
Tax-E is available now on Gumroad:
https://maskedmaori.gumroad.com/
If you're an Australian taxpayer who's sick of the EOFY scramble, give it a go. Your accountant will thank you.
Built by The Masked Maori. Tools for people who'd rather be doing anything else at tax time.
Tags: #australia #tax #python #productivity #streamlit #fifo #capitalgains #eofy
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