{% set cgains = tax_report[tax_year]['CapitalGains'] %}
{% for asset in cgains.assets|sort %}
{% set asset_totals = namespace(disposals=0, quantity=0, cost=0, fees=0, proceeds=0, gain=0) %}
Asset |
Date |
Disposal Type |
Quantity |
Cost |
Fees |
Proceeds |
Gain |
{% for te in cgains.assets[asset] %}
{% set asset_totals.disposals = asset_totals.disposals + 1 %}
{{te.asset}} |
{{te.date|datefilter}} |
{{te.format_disposal()|nowrapfilter}} |
{{te.quantity|quantityfilter}} |
{% set asset_totals.quantity = asset_totals.quantity + te.quantity %}
{{te.cost|valuefilter}} |
{% set asset_totals.cost = asset_totals.cost + te.cost %}
{{te.fees|valuefilter}} |
{% set asset_totals.fees = asset_totals.fees + te.fees %}
{{te.proceeds|valuefilter}} |
{% set asset_totals.proceeds = asset_totals.proceeds + te.proceeds %}
{% if te.gain >= 0 %}
{{te.gain|valuefilter}} |
{% else %}
{{te.gain|valuefilter}} |
{% endif %}
{% set asset_totals.gain = asset_totals.gain + te.gain %}
{% endfor %}
{% if asset_totals.disposals > 1 %}
Total |
|
|
{{asset_totals.quantity|quantityfilter}} |
{{asset_totals.cost|valuefilter}} |
{{asset_totals.fees|valuefilter}} |
{{asset_totals.proceeds|valuefilter}} |
{% if asset_totals.gain >= 0 %}
{{asset_totals.gain|valuefilter}} |
{% else %}
{{asset_totals.gain|valuefilter}} |
{% endif %}
{% endif %}
{% endfor %}
Total |
|
|
|
{{cgains.totals['cost']|valuefilter}} |
{{cgains.totals['fees']|valuefilter}} |
{{cgains.totals['proceeds']|valuefilter}} |
{% if cgains.totals['gain'] >= 0 %}
{{cgains.totals['gain']|valuefilter}} |
{% else %}
{{cgains.totals['gain']|valuefilter}} |
{% endif %}
Summary
Number of disposals: |
{{cgains.summary['disposals']}} |
Disposal proceeds: |
{% if cgains.cgt_estimate.proceeds_warning %}
*{{cgains.totals['proceeds']|valuefilter}} |
{% else %}
{{cgains.totals['proceeds']|valuefilter}} |
{% endif %}
|
Allowable costs (including the purchase price): |
{{(cgains.totals['cost'] + cgains.totals['fees'])|valuefilter}} |
|
Gains in the year, before losses: |
{{cgains.summary['total_gain']|valuefilter}} |
|
Losses in the year: |
{{cgains.summary['total_loss']|abs|valuefilter}} |
|
{% if cgains.cgt_estimate.proceeds_warning %}
*Assets sold are more than {{(cgains.cgt_estimate['proceeds_limit'])|valuefilter}}, this needs to be reported to HMRC if you already complete a Self Assessment
{% endif %}