Turning scattered investment data into a reliable tax report is complex
Completing your Self Assessment means bringing together capital gains, dividends and other investment income from across your portfolio.
Those figures need to come from complete records and be supported by the data behind them.
If something is missing or inconsistent, your tax report can be wrong and harder to justify if HMRC asks how a figure was calculated.
If HMRC asks questions, your figures need to be traceable
Submitting your Self Assessment is only part of the process.
Broker statements and exchange exports rarely provide a complete audit trail across a mixed portfolio.
Without clear supporting documentation, it can be difficult to explain how a figure was calculated or respond to an HMRC enquiry.
From fragmented data to tax-ready reports
Finbooks reconstructs your investment tax position across shares, ETFs, bonds and crypto, applying the relevant HMRC rules.
Capital gains, losses, dividends and other investment income are calculated and organised into the figures you need for your tax return.
Generate pre-filled tax reports with supporting calculations, ready for your Self Assessment or tax adviser.
One portfolio. A complete set of tax reports.
Summary of capital gains and capital losses for each tax period.
Assets held and quantities owned during the reference period
Complete chronological list of all transactions included in the calculations
Income from dividends, interest, staking, airdrops, and similar activities.
Detailed breakdown of fees and recorded costs.
Document accompanying the reports, outlining the criteria applied and any exceptions.
From investment data to tax-ready reports
Gather your investment data
Import activity across shares, ETFs, bonds and crypto through supported integrations, API or CSV.
Reconstruct your tax position
Calculate gains, losses, dividends and other taxable investment income under the relevant HMRC rules.
Generate your tax reports
Get pre-filled reports with supporting calculations for your Self Assessment or tax adviser.
Pricing & Plans
| Broker | Finbooks | |
|---|---|---|
| Multiple brokers | ✗ | ✓ |
| Crypto & traditional investments tracking | ✗ | ✓ |
| Capital gains calculations | Limited | ✓ |
| Dividend & investment income | Limited | ✓ |
| HMRC tax treatment | Limited | ✓ |
| Tax-ready reports | ✗ | ✓ |
| Supporting calculations | ✗ | ✓ |
