https://github.com/dickreuter/cgt-share-matching-web

Uk Capital gains tax calculator with share matching algorithm
https://github.com/dickreuter/cgt-share-matching-web

calclator cgt hmrc tax

Last synced: 29 days ago
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Uk Capital gains tax calculator with share matching algorithm

• Host: GitHub
• URL: https://github.com/dickreuter/cgt-share-matching-web
• Owner: dickreuter
• Created: 2024-01-27T22:25:02.000Z (11 months ago)
• Default Branch: main
• Last Pushed: 2024-02-01T14:33:36.000Z (11 months ago)
• Last Synced: 2024-02-02T13:56:47.779Z (11 months ago)
• Topics: calclator, cgt, hmrc, tax
• Language: TypeScript
• Homepage: http://www.cgt-share-matching.co.uk
• Size: 104 KB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: readme.rst

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README

        
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.