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Siam
Posted: 08 July 2024 06:57:32(UTC)
#1

Joined: 09/01/2013(UTC)
Posts: 21
Hello
Does anyone have any experience with / recommendations for tax return software to assist in submitting UK self assessment?

I'm retired so only need to submit dividend, interest and CGT from share/fund sales.. but have to pull info from general investment accounts that are non tax sheltered across 3 different platforms . All seem to provided basic tax statements with dividends and interest but no CGT data for any sales made

I have seen TaxCalc mentioned on the forum a few times, there's another one called GoSimpleTax that looks similar

Thanks in advance for any pointers
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lenahan
Posted: 08 July 2024 22:29:31(UTC)
#2

Joined: 07/12/2017(UTC)
Posts: 242

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Used gosimpletax for many years and no complaints. Very good but I cant compare it to anything else unfortunately.
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Siam on 09/07/2024(UTC)
Thrugelmir
Posted: 08 July 2024 22:50:47(UTC)
#3

Joined: 01/06/2012(UTC)
Posts: 5,331

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Siam;311277 wrote:
but no CGT data for any sales made




Portfolio data you'll need to maintain yourself. Easy enough to do on a spreadsheet. As the raw data can be exported in CSV format. Then refined.
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Siam on 09/07/2024(UTC)
Neminem Laedit
Posted: 09 July 2024 05:32:20(UTC)
#4

Joined: 17/09/2018(UTC)
Posts: 1,473

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I've used this a few times, both to check my home-brew calculations and now as a standalone calculator.

http://www.cgtcalculator.com/

It's been around for over a decade and has some good reviews.

https://www.accountingwe...r-gainslosses-on-shares
https://www.lemonfool.co.uk/viewtopic.php?t=2300

Of course you do need to know what you bought and sold the shares for. You do keep records, right? (^_-)

Tip:
play around with the examples in http://www.cgtcalculator.com/ first so you understand its data format.

Then use a spreadsheet/Google sheets to format your own data in the required manner.

Once happy you know what you're doing, copy and paste your data from the spreadsheet into http://www.cgtcalculator.com/ and give it a whirl.

Don't just start by entering your precious data into the online calculator. A fat finger can delete the lot !
Start as you mean to go on, with a spreadsheet.
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3 users thanked Neminem Laedit for this post.
Siam on 09/07/2024(UTC), Guest on 09/07/2024(UTC), The Spanish Inquisition on 27/08/2024(UTC)
Siam
Posted: 09 July 2024 07:13:32(UTC)
#5

Joined: 09/01/2013(UTC)
Posts: 21
Thanks All
Re data Yes I have the buy and sell notes for all trades ..along with the platforms tax certificates which have interest, divis , & PIDs.
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