Capital Gains

{% 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) %} {% for te in cgains.assets[asset] %} {% set asset_totals.disposals = asset_totals.disposals + 1 %} {% set asset_totals.quantity = asset_totals.quantity + te.quantity %} {% set asset_totals.cost = asset_totals.cost + te.cost %} {% set asset_totals.fees = asset_totals.fees + te.fees %} {% set asset_totals.proceeds = asset_totals.proceeds + te.proceeds %} {% if te.gain >= 0 %} {% else %} {% endif %} {% set asset_totals.gain = asset_totals.gain + te.gain %} {% endfor %} {% if asset_totals.disposals > 1 %} {% if asset_totals.gain >= 0 %} {% else %} {% endif %} {% endif %}
Asset Date Disposal Type Quantity Cost Fees Proceeds Gain
{{te.asset}} {{te.date|datefilter}} {{te.format_disposal()|nowrapfilter}} {{te.quantity|quantityfilter}}{{te.cost|valuefilter}}{{te.fees|valuefilter}}{{te.proceeds|valuefilter}}{{te.gain|valuefilter}}{{te.gain|valuefilter}}
Total {{asset_totals.quantity|quantityfilter}} {{asset_totals.cost|valuefilter}} {{asset_totals.fees|valuefilter}} {{asset_totals.proceeds|valuefilter}}{{asset_totals.gain|valuefilter}}{{asset_totals.gain|valuefilter}}

{% endfor %} {% if cgains.totals['gain'] >= 0 %} {% else %} {% endif %}
Total {{cgains.totals['cost']|valuefilter}} {{cgains.totals['fees']|valuefilter}} {{cgains.totals['proceeds']|valuefilter}}{{cgains.totals['gain']|valuefilter}}{{cgains.totals['gain']|valuefilter}}

Summary

{% if cgains.estimate.proceeds_warning %} {% else %} {% endif %}
Number of disposals: {{cgains.summary['disposals']}}
Disposal proceeds:*{{cgains.totals['proceeds']|valuefilter}}{{cgains.totals['proceeds']|valuefilter}}
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.estimate.proceeds_warning %}

*Assets sold are more than 4 times the annual allowance ({{(cgains.estimate['allowance'] * 4)|valuefilter}}), this needs to be reported to HMRC

{% endif %} {% if not config.args.summary %}

Tax Estimate

The figures below are only an estimate, they do not take into consideration other gains and losses in the same tax year, always consult with a professional accountant before filing.

{% if cgains.totals['gain'] > 0 %} {% else %} {% endif %}
Taxable gain*:Taxable gain:{{cgains.estimate['taxable_gain']|valuefilter}}
Capital Gains Tax (Basic rate): {{cgains.estimate['cgt_basic']|valuefilter}}
Capital Gains Tax (Higher rate): {{cgains.estimate['cgt_higher']|valuefilter}}
{% if cgains.estimate['allowance_used'] %}

*{{cgains.estimate['allowance_used']|valuefilter}} of the tax-free allowance ({{cgains.estimate['allowance']|valuefilter}}) used

{% endif %} {% endif %}