How I calculate my tax

[InvestmentsIG]

For my account I used the following website: http://www.cgtcalculator.com/calculator.aspx

The usual caveats apply here, this is not tax advice and there may be other tools to use that do the same thing. I cannot confirm the accuracy of the reporting and I am not a tax expert. 
 

Part 1: Download the Trade history for the unwrapped account (NON ISA) 

1. Login to the Dashboard area
2. Choose Live accounts
3. Select the account you want to download data for
4. Click History
5. Click Trade history
6. Make sure to select custom date and go back to the beginning of time (e.g. 1 Jan 2017). [Figure 1 below]
7. Download this as a CSV
   
   
   
   
   
   
   

 

 

 

 

PART 2: 

 

1. Open the converter tool on the website and select IG
2. Paste in your trade history excluding the headers.  This will be Column A, Row 2 all the way to Column R. 
3. Generated the converted output
4. copy the converted trades 
5. paste the converted trades into the calculator - this should calculate gains/losses per tax year which you can then download.