- Stocks & ETFs
- Crypto
- Interest & Other Income
The report you download from Revolut is not your tax return
Revolut gives you access to different financial products, but the statements you download don't necessarily contain all the calculations required for your UK Self Assessment.
Selling shares, receiving dividends, earning interest and disposing of crypto can have different tax implications.
And the figures shown in your Revolut account may not reflect the allowances, losses and tax rules that apply to your personal circumstances.
That's why downloading a statement is only the first step.
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From Revolut transactions to a clear tax position
Finbooks automatically imports your Revolut activity, reconstructs your transaction history and calculates capital gains, losses and investment income in line with HMRC rules.
Every report comes with detailed supporting documentation, so you can clearly see how each figure has been calculated and keep a complete record of your Revolut tax position.
One app. Different tax implications.
Selling investments may result in capital gains or allowable losses. Finbooks calculates the relevant figures using your transaction history and applicable UK tax rules.
Dividend payments may need to be included in your Self Assessment, depending on your circumstances. Finbooks helps you organise relevant investment income.
Crypto disposals, including certain swaps, can create taxable gains or losses. Finbooks helps reconstruct your supported crypto activity and calculate the results.
Interest earned through eligible Revolut products may have tax implications. The applicable treatment depends on the product and your circumstances.
From Revolut to your Self Assessment in three steps
- 1
Export your statement from Revolut
In Revolut, you can download various documents relating to cryptocurrencies and investments. For cryptocurrencies, you’ll find your statement in the ‘Documents’ section; for shares and ETFs, you can access your account statement, profit and loss statement, and a report on fees and charges.
- 2
Import it into Finbooks
Import your Revolut account into Finbooks. The software reconstructs your transactions, distinguishing between different types of financial instruments and calculating capital gains, capital losses and dividends.
- 3
Download your HMRC-ready reports
Finally, Finbooks generates a complete set of tax-ready reports for your Self Assessment, together with detailed supporting documentation explaining every calculation. Use them yourself or share them with your accountant.
Revolut isn't your only investment account?
Finbooks integrates 600+ sources across brokers, trading accounts, banks, wallets and crypto exchanges. Secure, read-only connections.
