Calculating capital gains isn't as simple as it sounds
Selling an investment doesn't automatically tell you how much tax you owe.
To calculate your Capital Gains Tax correctly, you first need to determine the actual gain or loss on every disposal. That means reconstructing purchase prices, acquisition costs, previous disposals and holding history.
If you invest across several brokers, exchanges and wallets, bringing everything together manually can quickly become time-consuming and prone to mistakes.
One missing transaction can change your entire calculation
Missing transfers, incomplete acquisition costs, duplicated transactions or incorrectly imported data can all lead to inaccurate capital gains calculations.
And when you hold both crypto and traditional investments, managing separate reports and spreadsheets only makes the process more complicated.
Before calculating your tax, you need software that can accurately reconstruct your portfolio.
Accurately calculate your capital gains tax with Finbooks
Finbooks automatically imports your investment history from exchanges, wallets and brokers, reconstructs your portfolio and helps you understand your gains, losses and overall tax position before it's time to file your Self Assessment.
You'll also receive detailed reports explaining every calculation, giving you complete visibility over how each figure has been determined.
With Finbooks, filing your taxes has never been easier
Connect your platforms
Connect your brokers, trading accounts, crypto exchanges and wallets in one place. Finbooks automatically imports and organises your activity in readâonly mode.
Rebuild your full history
Finbooks reconstructs your tax position, calculating acquisition costs, capital gains, losses, income and asset values in line with the applicable UK tax rules.
Export tax-ready reports
Generate pre-filled tax reports and supporting documentation, ready to complete your Self Assessment or share with your tax adviser.
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