Annual Tax Certificate or Annual Report

As a first step towards this maybe we could get the ability to export all operations in the activity feed as a CSV. At least that way we could do our own calculations

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Wow, glad I came across this topic. Can’t believe this is not a thing yet.

Just started with freetrade and it feels very alpha to me. Lots of things missing and not working.

Considering not investing more on this platform and switching to one of the alternatives.

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This would be a very important feature, possibly essentially for me to stay with this service longterm.

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I am not sure why this is not an important feature for FreeTrade. Tax compliance should be very important part of the app.

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I’d love to have this available too.

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Any idea if this feature is on the way? If not is it a case of manually calculating?

This feature is on the way, Adam and the team confirmed this. Not sure when this will be ready however.

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Where did you hear that? Hopefully true

I think this might have been mentioned on the first AMA but could be asked on the best one.

This needs to be done…I’m spending more on accounting fees than I’m saving using free trades. If freetrade wants to get customers with large accounts, they need to support proper tax reporting.

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Another must. As with other report / activity based ideas. These are a must for many people. Freetrade has limited use for me when I need to submit sufficient account records but Freetrade doesn’t support these types of report generation.

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Anything yet on this? Surely?

I’ve just had to painstakingly go through the activity page to compile the details I need for the tax return. I am still missing whether tax has been paid / withheld from dividends that also needs to go on the tax return

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Indeed after over 80 votes, you would think someone @freetrade would see this is a customer priority

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This is the worst aspect of Freetrade and is the reason I am probably going to quit using it. Trying to get the annual figures is the proverbial blood from a stone. I invest on other platforms (Interactive Investor and HL) and Reporting is a matter of course.

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Hopefully not. It should be a very basic feature. Tax compliance is not an optional.

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They are aware of it and are actively working on it.

In the meantime you can request a CSV from Customer services of your activity history like I did for tax purposes which will do for now.

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Wondered if there’s an update on this one please? I need to open a GIA but reluctant to use Freetrade for that account without this feature. Is there a thread where new features priority / progress is tracked? Thanks

Have a look here Account Statements & Data Exporting - What formats would you want to see?

also i believe you can request transaction data in csv from support when needed at the moment.

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Hi @freetrade, any update here?

NB. The post linked above is useful, but seems to be focused on really complicated reports in CSV and PDF format which are potentially overkill for an annual income summary that might be required for a tax return.

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Hi team,

Has there been any progress on this?