Get tax-ready reports to declare your investments

Completing your Self Assessment isn't simply about entering a few figures into a form.

Before you can report capital gains, dividend income or crypto transactions, you need to reconstruct your investment history, calculate your tax position correctly and make sure every value is backed by accurate data.

When your investments are scattered across different brokers, exchanges and wallets, trying to pull everything together by hand or with generic tax software can quickly lead to costly errors.

Submitting your Self Assessment is only one part of the process.

Broker statements and exchange exports rarely provide a complete audit trail, particularly when investments span multiple platforms.

Without clear supporting documentation, reviewing your calculations—or responding to a future HMRC enquiry—can become far more difficult than preparing the tax return itself.

Finbooks reconstructs your tax position from the activity on your brokers, trading accounts, investment accounts and crypto wallets, applying HMRC rules.

Capital gains, losses, dividends, investment income and asset values are calculated and allocated to the right sections for your tax return.

Generate pre-filled tax reports and supporting documentation, ready to complete your Self Assessment or share with your tax adviser.