{% set cgains = tax_report[tax_year]['CapitalGains'] %} {% for asset in cgains.assets|sort %} {% set asset_totals = namespace(disposals=0, quantity=0, cost=0, fees=0, proceeds=0, gain=0) %} {% for te in cgains.assets[asset] %} {% set asset_totals.disposals = asset_totals.disposals + 1 %} {% set asset_totals.quantity = asset_totals.quantity + te.quantity %} {% set asset_totals.cost = asset_totals.cost + te.cost %} {% set asset_totals.fees = asset_totals.fees + te.fees %} {% set asset_totals.proceeds = asset_totals.proceeds + te.proceeds %} {% if te.gain >= 0 %} {% else %} {% endif %} {% set asset_totals.gain = asset_totals.gain + te.gain %} {% endfor %} {% if asset_totals.disposals > 1 %} {% if asset_totals.gain >= 0 %} {% else %} {% endif %} {% endif %}
Asset Date Disposal Type Quantity Cost Fees Proceeds Gain
{{ te.asset }} {{ te.date|datefilter }} {{ te.format_disposal() }} {{ te.quantity|quantityfilter }}{{ te.cost|valuefilter }}{{ te.fees|valuefilter }}{{ te.proceeds|valuefilter }}{{ te.gain|valuefilter }}{{ te.gain|valuefilter }}
Total {{ asset_totals.quantity|quantityfilter }} {{ asset_totals.cost|valuefilter }} {{ asset_totals.fees|valuefilter }} {{ asset_totals.proceeds|valuefilter }}{{ asset_totals.gain|valuefilter }}{{ asset_totals.gain|valuefilter }}
{% endfor %} {% if cgains.totals['gain'] >= 0 %} {% else %} {% endif %}
Total {{ cgains.totals['cost']|valuefilter }} {{ cgains.totals['fees']|valuefilter }} {{ cgains.totals['proceeds']|valuefilter }}{{ cgains.totals['gain']|valuefilter }}{{ cgains.totals['gain']|valuefilter }}

Summary

{% if cgains.summary['proceeds_warning'] %} {% else %} {% endif %}
Number of disposals: {{ cgains.summary['disposals'] }}
Disposal proceeds:*{{ cgains.totals['proceeds']|valuefilter }}{{ cgains.totals['proceeds']|valuefilter }}
Allowable costs (including the purchase price): {{ (cgains.totals['cost'] + cgains.totals['fees'])|valuefilter }}
Gains in the year, before losses: {{ cgains.summary['total_gain']|valuefilter }}
Losses in the year: {{ cgains.summary['total_loss']|abs|valuefilter }}
{% if cgains.split_date %}
{% if cgains.split_totals['gain_before'] >= 0 %} {% else %} {% endif %} {% if cgains.split_totals['gain_after'] >= 0 %} {% else %} {% endif %}
Gains before {{ cgains.split_date|datefilter2 }}:{{ cgains.split_totals['gain_before']|valuefilter }}{{ cgains.split_totals['gain_before']|valuefilter }}
Gains on or after {{ cgains.split_date|datefilter2 }}:{{ cgains.split_totals['gain_after']|valuefilter }}{{ cgains.split_totals['gain_after']|valuefilter }}
{% endif %} {% if cgains.summary['proceeds_warning'] %}

*Assets sold are more than {{ cgains.summary['proceeds_limit']|valuefilter }}, this needs to be reported to HMRC if you already complete a Self Assessment

{% endif %}