Free plan
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Design mockup · illustrative figures and ATO-label mapping · not tax advice

Paid module · built for EOFY

Tax & franking

The cash you receive rarely equals the amount you're taxed on. Drop your year-end statements; Underly organises every component and maps it to the exact ATO label.

Drop your AMMA statements here

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Cash received

$3,100

Franking credits

$917

Assessable income

$5,277

Foreign tax offset

$96

Organised by ATO labelFY 2025–26 · combined

Income

13C
Franked distribution
Franked distributions from trusts
$2,140
13U
Non-primary production income
Non-primary production — distribution from trusts
$320

Credits

13R
Share of franking credits
Share of franking credit from franked distributions
$917

Capital gains

18A
Total current year capital gains
Total current year capital gains
$1,890
18H
Net capital gain
Net capital gain
$1,260

Foreign

20E
Assessable foreign source income
Assessable foreign source income
$640
20O
Foreign income tax offset
Foreign income tax offset
$96

Franked-income forecast

On your current holdings, next year's franked distributions are estimated at $2,250 carrying about $964 in franking credits. An estimate from historical distribution rates — not a promise.

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$29/year. Organise every statement, map to ATO labels, and forecast your franked income — ready before you file.

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Underly organises information from your statements. It is not tax advice — confirm with your registered tax agent.