CGT

[jasonC]

Hi , i have a question about tax . my accountant has asked me to send a CGT report / tax pack , does anyone know if you can get this off the IG platform , i have asked the help desk but to no avail?

[KoketsoIG]

4 minutes ago, jasonC said:

Hi , i have a question about tax . my accountant has asked me to send a CGT report / tax pack , does anyone know if you can get this off the IG platform , i have asked the help desk but to no avail?

Dear @jasonC,

Welcome to the IG community!

Please note that you can generate a consolidated tax certificate (CGT) for share dealing accounts from My IG > Live accounts > Statements, using the tax period date as in the attached image. Please keep in mind that you need to have received dividends during the tax year to generate the certificate.

Thanks,

KoketsoIG

[jasonC]

thank you ,

 

so to clarify cgt report  is not available with cfds account , only on share dealing 

[KoketsoIG]

16 hours ago, jasonC said:

thank you ,

 

so to clarify cgt report  is not available with cfds account , only on share dealing 

Dear @jasonC,

You are most welcome.

Yes, a CGT is a document for UK fiscal resident clients and is used to show the dividends received in a tax year and the breakdown of the different types of instruments that have paid them (shares, ETFs, REITs)

Please note that there is a profit and loss statement for CFD accounts which can be used for tax purposes. You can access it by going to My IG > Live accounts > Statements.

Thanks,

KoketsoIG

[jasonC]

18 hours ago, KoketsoIG said:

Dear @jasonC,

Welcome to the IG community!

Please note that you can generate a consolidated tax certificate (CGT) for share dealing accounts from My IG > Live accounts > Statements, using the tax period date as in the attached image. Please keep in mind that you need to have received dividends during the tax year to generate the certificate.

Thanks,

KoketsoIG

so i assume you have used my account for this screen shot , your post states that the tax period does not have a report , i am getting the same reply when trying to access this for my accountant ? 

[KoketsoIG]

Hi @jasonC,

I have used my account for the screenshot.

If you have not received any dividends during the tax year, you will not be able to generate a CGT for the share dealing account.

Thanks,

KoketsoIG