Statements for the end of tax year

Hi fellow traders, where on the App/site do I find a summary of Transactions, Dividends etc as they will be needed for CGT/ Income tax calculations at year end.

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Will you (or do you already) produce a simple report for tax purposes, so I can see in one number the total of all dividend payments across all investments in a GIA for the prior tax year?

Hi!

Sorry for the slow reply. At the moment, we can give the details that you need for tax purposes if you contact our customer support team, via the live chat.

In the future we’ll provide something that’s more easily accessible though.

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Would be great to have something ready for the end of this tax year. I’d be worried that you’ll have a spike of manual requests otherwise!

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Now that the tax year is done this would be very useful to have. Something simple with total realised capital gains and total dividends received would make the tax return simple to complete and can’t be too difficult to produce.

Is this likely to be ready in the next couple of months or should I just ask in app for this year?

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I see this thread has gone quiet for over a year, but still don’t see a way to generate this tax year summary. Is it possible yet?

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Not yet. I’d love if you could add your requirements to my thread Documents & Reporting

There’s also a tax specific idea thread as well which I link to Annual Tax Certificate or Annual Report

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You really should make this a priority. Every client who is non-ISA has to report dividends and poss CGT annually. It’s really hard trying to get this info out of you each year.

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Sadly not. Nightmare. Especially when you have a nagging accountant like mine!

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I want this feature too. However, you only need to report it if it’s above your personal allowance, which is probably not the case for most people using freetrade (yet).

Other apps have this feature and you can just download a tax report. As a self-employed person THIS IS A MUST. Please create a tax report ASAP. thank go I started using free trade recently. but Tax 20/21 will be HELL if there is no report

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

Still no sign of this!