Recent content by alexpung

The amount of tax owed is a straight forward calculation when you export the disposals gain/loss to excel.

They are in GBP. The dollar symbol is most likely a culture problem I need to take care of.

Disclaimer: Not a tax advisor so the comment below is my understanding and what I intend the program to behave and does not represent the actual law or the HMRC view. This represent a disposal of a security as a short sale (unlike future contract which short contract is treated as an...

Option trades calculation is now experimental.

I need some samples on how option exercise and assignment looks like.

Hello, I have created a tool for interactive brokers UK tax reporting (using Flex query statements) and are in need of more people to try it out. Any feedback would be appreciated. Alternatively manual input of trades are also supported. https://github.com/alexpung/UK-Investment-tax-calculator