The Adjustments tab is where you enter any cost base adjustments for the open parcels held at the load date. You can choose from the following six types of cost base adjustments.
| Cost base adjustment type | Sign | Explanatory note |
| Tax Deferred adjustment | + | Adjust the investment cost base downward for tax purpose only |
| First Element adjustment | +/- | Adjust the investment cost base upward and downward for both accounting and taxation purpose |
| AMIT | +/- | Not Applicable for a Portfolio |
| CGT Notional Deferred Gain | + | Not Applicable for a Portfolio |
| CGT Relief Cost Base Adjustment | +/- | Not Applicable for a Portfolio |
| Tax Free adjustment | + | Reduce the capital loss amount where applicable |
Note: CGT Notional Deferred Gain and CGT Relief Cost Base Adjustment only applies to SMSF
Note: Adjustments cannot be processed for Custom Holding Accounts created in Custom Tab