Skip to main content

This is a new service – your feedback will help us to improve it.

  • CGT computation and Interactive Broker statements

    Hello, I am using an Interactive Brokers (IB) account for shares and securities trades. The IB activity statement set out clearly the details of all trades (including the date of trade, purchasing and sale price, quantity, commission and charges) , and provide a summary of capital gain/loss covering all the trades in the tax year. For filing the CGT return, can I just submit the IB statement in PDF (either in full or just the summary) to show the computation or as supportive evidence? In that is acceptable, does that mean I do not need to provide a separate spreadsheet to show the computation which may just be a duplication of effort? Thanks.