The report you download from Trading212 is not your tax return
Most investors think that downloading the report provided by Trading212 is sufficient to file their tax return correctly.
In reality, that's not the case.
The tax treatment depends on the type of account you use, the assets you hold and the transactions you've made throughout the tax year.
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 Trading 212 tax return
Finbooks automatically imports your Trading 212 activity, calculates capital gains and losses, tracks dividend income, organises your transaction history and prepares tax-ready reports designed for your Self Assessment.
Every report is accompanied by detailed supporting documentation, so you can clearly understand how each figure has been calculated and keep a complete record of your investments tax position.
Upload your transaction history to Finbooks in just a few clicks. The software automatically imports your buys, sells, dividends and other investment activity, ready for processing.
Finbooks reconstructs your complete investment history, calculates your capital gains and losses, tracks dividend income and applies the relevant HMRC tax rules.
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.
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