Tax Reports
Report queue
Create downloadable reports for your submitted trades.
| Report | Period | Generated | Status |
|---|---|---|---|
| CGT summary | 2025/26 | 18 Sep 2025 | Ready |
| Dividend income report | 2025/26 | 02 Sep 2025 | Ready |
| Section 104 pool analysis | 2025/26 | 15 Aug 2025 | Processing |
| Options exercise audit | 2025/26 | 12 Jul 2025 | Ready |
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

