[Feature Request 🔧] Annual Tax Certificate 💰

[J4ipod94]

Just dropping some related threads here:

Documents & Reporting

There are a number of topics on various documentation based features and ideas (which ive linked below). I wanted to consolidate some of these and give some ideas and reasons why I think reporting and documentation is an important feature. (If anyone has any use cases and ideas please add them in a post) At the moment the only available exportable documentation is the monthly statements, and while these are nice and better than nothing, they are quite limited in usefulness as they give limited…

Automate Capital Gains/Losses Tax Reporting

Nobody likes the faff around reporting capital gains/losses. I don’t think freetrade should try and implement there own tax calculations. Instead it would be fantastic if ft could allow users to link too third party accounting software to automate tax reporting. I have not done much research but a potential could be sharesight.com which has an API? If you could add an API key to a ft account and everytime a trade is executed it is reported to sharesight it would be seamless!

[Feature Request ] Annual Tax Certificate

Other providers of savings accounts and also investment accounts provide an Annual Tax Certificate to make filling out self assessment tax returns easier. This feature would be really useful if it could break down the Capital Gains/Losses, UK dividends and Forign dividends in to seperate sections produced in a single Annual Report for each account. It would make doing what can be what is an already stressful process without investments much easier if this feature was added. Really hoping for …