Jump to content

glitglot

Members
  • Posts

    2
  • Joined

  • Last visited

Posts posted by glitglot

  1. hello , does anybody know how to get an easy to read record of the trades done in a year for an equity account and a CFDs account  in CSV form?  

    I looked at what is being offered on the history pages and either the data is in PDF which I find difficult to transfer to excel or when downloaded in CSV it is in several different types of display with most of the data not relevant to the compilation of a tax return ......

    my tax accountant prefers one excel sheet with the trades showing the date bought,  date sold , profit or loss, interest paid, commission , and dividends in their individual columns 

    what do most of the IG traders do at the end of the financial year?  

    any help will be much appreciated 

     

    • Like 1
  2. On 13/12/2020 at 12:33, Guest Annual TAX Statements said:

    IG platform does not provide any EOFY statement as such.

    You have to manually go into each Monthly statement and calculate for yourself.

    This is so unacceptable from a trading platform. Not impressed.

    Hopefully IG will upgrade and provide this facility for next financial year.

    Sorry for the late response.

    Kind Regards

    Gwen Finnigan 

    I do not hold much hope that such basic info would be made available as soon as next year ........or for the year after that.....and so on 

×
×
  • Create New...
us