Pre-filled tax reports
Receive tax reports prepared with the relevant fiscal data, organised in line with UK tax rules and ready to be included in your Self Assessment.
Detailed tax summaries
Access reports explaining how your taxable values are calculated, with detailed breakdowns of balances, transactions and tax results to help you verify and substantiate the figures in your return.
Filing guides
Each document is accompanied by guidance explaining how to interpret the data and how to use it in your Self Assessment.
Tax reports for traditional investments
Tax reports ready for your reporting of shares, ETFs, funds and other financial instruments.
Tax results on disposals and sales
Tax treatment of dividends, splits and corporate actions
Values determined according to the applicable tax rules
Tax reports for crypto investments
Tax reports ready for your reporting of crypto-assets, built from both onchain activity and exchange transactions.
Tax results on trades, swaps and conversions
Tax treatment of staking, lending and other DeFi activities
Values determined according to the UK tax rules for crypto-assets
Track your portfolio and generate tax reports for crypto, stocks, ETFs and other assets.
Tax reports always available
Profit & Loss report
Summary of economic and tax results for the relevant tax year
Holdings report
Assets held and quantities owned during the reference period
Transactions report
Complete chronological list of all transactions included in the calculations
Income report
Summary of taxable income generated during the tax year
Fees report
Detailed breakdown of commissions and recorded costs
Supporting statement
Document accompanying the reports and clarifying their methodology and contents.
Questions about your reports? We’ve got you covered
Obtaining your tax documents with Finbooks is the final milestone of your reporting journey. However, should you need support interpreting or verifying them before submission, our team is here to ensure your total peace of mind.
Get clear explanations on how to interpret your reports and fiscal values
Receive help with complex cases before filing your tax return
Have your documents reviewed before sending them to your accountant
You invest. We handle the tax.
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