A lot of EU countries use FIFO for capital gains tax calculation so please give us the option to choose FIFO accounting when requesting annual tax documents (as opposed to the default UK average price). The account history export is not an answer to this problem. We need to have some kind of offici…

People can use multiple broker, you will never have one ‘official’ document which calculates all your taxes. Imagine if you have: Broker A - you have 1000$ profits, you have to pay capital gain tax on that amount Broker B - you have -500$ loss, but in FIFO you will have to pay 0 capital gain tax …

Agreed, but let’s keep real, even if people use multiple brokers they will probably not buy/sell same securities at different times in different lots at different brokers. So in reality, this multiple broker scenario would amount to just summing up gain and loss across all the brokers which most peo…

I can do it also with a CSV file, it’s really not a problem. But not sure I’ll have the time to develop it:) If I develop it, I’ll make it publicly available for free on GitHub, so anyone can use it. Maybe around Christmas when I’ll be on vacation. Programming is my day job, so I’m not a fan of ad…

Great, if you ever find time to do it, please let us know here. It would be much appreciated. Although, if I may add, I feel this should really be t212’s job. I mean UK crowd gets a nice yearly tax statement that they can use to fill their taxes in like 5 minutes, while FIFO crowd first has to do t…

[image] Mithrandir: I can do it also with a CSV file, it’s really not a problem. But not sure I’ll have the time to develop it:) Development wise surely if we did something, just design a generic calculator that works if the data input is in a set format to reduce the dev time needed? Take a…

Hey, :wave: Improving the tax document is definitely within our plans and we’ll let you know as soon as we implement new sections. However, at the time we can’t promise anything regarding FIFO.

Tnx for the update. As I have tried to explain, it would be nice to show that you care for your non-UK customers by including FIFO in some future update. After all, it is a standard feature for most brokers which should not be to hard to implement.

This FIFO option would be helpful. It would make tax calculations easier. What I would like also to see is more information regarding dividends. On last report (year 2020) there was only information about dividend net amount. I would like also to see is dividend gross amount and/or tax being deducte…

This was something discussed in early 2020. Didn’t get much traction back then. [image] Average Price aka Average Position price? 💡 Feature suggestions & ideas @David Ok so I googled a bit, it seems T212 is using Weighted Average method for calculating position. It woul…

Missed that topic before. Nevertheless, the more people ask and discuss this problem, it is more likely that we will get this feature update sometime in the future, hopefully. The current tax documents are useless for FIFO countries and we have to calculate capital gains tax by hand from the histor…

FIFO tax documnts request

💡 Feature suggestions & ideas

Vedran December 16, 2021, 12:45pm 24

This was something discussed in early 2020. Didn’t get much traction back then.

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FIFO tax documnts request

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