[Feature Request 🔧] Annual Tax Certificate 💰

[J4ipod94]

The lack of reporting is disappointing especially given it’s been 3 tax years gone since first requested. To make matters worse it’s not easy to find dividend activity in the app. For detailed Dividend info you will need to sift through your dividend notification emails assuming you haven’t deleted them. Freetrade’s competitors all offer some form of a Dividend and/or Tax reporting
If you haven’t already you can vote for the feature here:

[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 …

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…