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Capital Gains Tax Calculator

Welcome to the automatic Capital Gains Tax Calculator. This tool helps you calculate the capital gains taxes on your share dealings based on UK tax rules. Simply upload a CSV file with your transaction details, and the calculator will apply the appropriate tax rules to compute your gains or losses.

CSV File Format

Your CSV file must contain the following columns:

  • Date: The date of the transaction (format: YYYY-MM-DD).
  • Ticker: Ticker or unique name of the security.
  • Shares: Number of shares traded. For sales, the number has to be negative.
  • Price: Price per share.
  • Costs: Associated costs (e.g., broker fees).

Example:

Date,Ticker,Shares,Price,Costs
2024-01-01,msft,buy,100,10.0,1.0
2024-01-02,msft,sell,50,12.0,0.0
...

Applied Rules

This calculator applies the following rules:

  • Same-Day Rule: Matches sales with purchases made on the same day.
  • Bed and Breakfasting Rule: Matches sales with re-purchases within 30 days after the sale.
  • Section 104 Holding: For sales not matched by the above rules, uses the average cost of shares in the pool.