Managing investment taxes shouldn't mean juggling multiple tools
Today's investors rarely hold just one type of asset.
You might own shares through several brokers, receive dividend income, invest in ETFs and still hold cryptocurrencies across multiple exchanges and wallets.
Each investment generates different tax implications, different records and different calculations.
Trying to manage everything with spreadsheets, broker statements and separate tax tools quickly becomes a titanic quest, especially when it's time to complete your Self Assessment.
Finbooks: everything you need to manage your investment tax
Finbooks brings together your entire investment portfolio into a single platform.
Connect your brokers, exchanges and wallets, and Finbooks automatically imports your transactions, organises your investment history and applies the relevant HMRC tax rules.
From one dashboard you can:
monitor your portfolio across crypto and traditional investments;
calculate capital gains and allowable losses;
track dividend income and other taxable investment income;
understand your tax position throughout the year;
generate tax-ready reports for your Self Assessment or your accountant.
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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