Report queue

Create downloadable reports for your submitted trades.

ReportPeriodGeneratedStatus
CGT summary2025/2618 Sep 2025Ready
Dividend income report2025/2602 Sep 2025Ready
Section 104 pool analysis2025/2615 Aug 2025Processing
Options exercise audit2025/2612 Jul 2025Ready

Tax summary

Estimated UK capital gains tax position

Estimated tax payable
£1,131.44
Annual exempt amount used
£3,000.00
Tax events included
1,342
Report warnings
2

Download history

Access your previously generated tax reports.

CGT summary (2025/26)

Ready to download

Dividend income report (2025/26)

Ready to download