Capital gains on shares, funds and cryptoassets using HMRC's same-day, 30-day and Section 104 pooling rules
Secure checkout. Your file is ready in your client portal as soon as payment clears.
You cannot simply compare a sale with what you first paid. HMRC requires shares and cryptoassets of the same kind to be matched in a set order. This workbook applies those rules automatically from your full trading history.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every buy and sell with dates, quantities, costs and fees. What you do: one line per trade.
Step 2
Each disposal matched under the HMRC rules with its gain or loss. What you do: nothing to enter.
Step 3
Total gains, losses, the annual exempt amount and the tax due. What you do: nothing to enter.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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