Annual Profit and Loss Statement in IG Platform

[rahulsehgal]

Hi, can I generate annual profit and loss statement from IG platform for my Self Assessment returns?

Edited January 11 by rahulsehgal

[KoketsoIG]

7 hours ago, rahulsehgal said:

Hi, can I generate annual profit and loss statement from IG platform for my Self Assessment returns?

Dear @rahulsehgal,

Thank you for your post! I just wanted to let you know that we don't provide profit and loss statements for share dealing accounts. However, you can generate a consolidated tax certificate from My IG > Live accounts > Statements, using the tax period date as in the attached image. Just keep in mind that you need to have received dividends during the tax year to generate the certificate.

All the best!

KoketsoIG

[rahulsehgal]

Sure, but is there a way to understand how much capital gain I had for last year, its too difficult to understand the same through History of transactions, which I have more than 116 in number. 

[Mateo]

@KoketsoIG

On 11/01/2024 at 07:39, KoketsoIG said:

Dear @rahulsehgal,

Thank you for your post! I just wanted to let you know that we don't provide profit and loss statements for share dealing accounts. However, you can generate a consolidated tax certificate from My IG > Live accounts > Statements, using the tax period date as in the attached image. Just keep in mind that you need to have received dividends during the tax year to generate the certificate.

All the best!

KoketsoIG

Hello, I have the same question and don't believe your reply answers this. The CTC only provides info related to dividends not profit and loss from the buying and selling of shares. Which report shows the profit and loss which can be declared on end of year tax returns?

[nicugrancea]

I have the same question.

[KoketsoIG]

16 hours ago, Mateo said:

@KoketsoIG

Hello, I have the same question and don't believe your reply answers this. The CTC only provides info related to dividends not profit and loss from the buying and selling of shares. Which report shows the profit and loss which can be declared on end of year tax returns?

Hi @Mateo and @nicugrancea,

Unfortunately, IG does not provide profit and loss statements for share dealing accounts. You can find the statements we provide and their description on our website: Statements

All the best,

KoketsoIG