Capital gains tax calculator

colb15

Just wondering if anyone knows of any good CGT calculator's. I have multiple transactions for multiple shares that I would like to plug into a single spreadsheet, if possible, to calculate if any CGT is due. Any decent calculators out there?

thanks

Tom99

List each disposal on a separate line (A: sale price, B: less costs of disposal, C: less acquisition price, less costs of acquisition = E: profit/loss) in a spreadsheet and add a total at the bottom.
What more do you need?

System

By the time you have entered all the data in a spreadsheet you could have worked it out with one of these:
https://www.amazon.co.uk/Casio-MX-8B-Desk-Top-Calculator/dp/B0006L25FQ/

colb15

There's multiple buys and sells at different dates for the same security. Hence getting the average price is not that easy

Tom99

colb15 wrote: »

There's multiple buys and sells at different dates for the same security. Hence getting the average price is not that easy

Did you sell any of these 'same shares/fund' in the 30 days after your last acquisition of these shares?

colb15

Tom99 wrote: »

Did you sell any of these 'same shares/fund' in the 30 days after your last acquisition of these shares?

Yes there are a few trades that fall into that bracket, sale price was lower than purchase price, in any case aware of the 'bed and breakfasting' rule that would impact those.

Tom99

colb15 wrote: »

Yes there are a few trades that fall into that bracket, sale price was lower than purchase price, in any case aware of the 'bed and breakfasting' rule that would impact those.

Then if you list all the trades in that share on a separate tab it should be easy enough to work out the running totals of your Section 104 Holding and flag any shares acquired within 30 days after the last sale.