The report you download from Revolut is not your tax return
Most investors think that downloading the statements provided by Revolut is enough to file their tax return correctly.
In reality, that's not the case.
The tax treatment depends on how you use Revolut: current account, crypto, stocks, ETFs, commodities and rewards don’t all follow the same rules.
Moreover, the reports provided by brokers are not designed for the UK tax system, and relying solely on them can easily lead to errors in your tax return.
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Everything you need for your Revolut tax return
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.
From Revolut to your Self Assessment in three steps
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.
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.
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.
