{% 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) %}
| Asset |
Date |
Disposal Type |
Quantity |
Cost |
Fees |
Proceeds |
Gain |
{% for te in cgains.assets[asset] %}
{% set asset_totals.disposals = asset_totals.disposals + 1 %}
| {{ te.asset }} |
{{ te.date|datefilter }} |
{{ te.format_disposal() }} |
{{ te.quantity|quantityfilter }} |
{% set asset_totals.quantity = asset_totals.quantity + te.quantity %}
{{ te.cost|valuefilter }} |
{% set asset_totals.cost = asset_totals.cost + te.cost %}
{{ te.fees|valuefilter }} |
{% set asset_totals.fees = asset_totals.fees + te.fees %}
{{ te.proceeds|valuefilter }} |
{% set asset_totals.proceeds = asset_totals.proceeds + te.proceeds %}
{% if te.gain >= 0 %}
{{ te.gain|valuefilter }} |
{% else %}
{{ te.gain|valuefilter }} |
{% endif %}
{% set asset_totals.gain = asset_totals.gain + te.gain %}
{% endfor %}
{% if asset_totals.disposals > 1 %}
| Total |
|
|
{{ asset_totals.quantity|quantityfilter }} |
{{ asset_totals.cost|valuefilter }} |
{{ asset_totals.fees|valuefilter }} |
{{ asset_totals.proceeds|valuefilter }} |
{% if asset_totals.gain >= 0 %}
{{ asset_totals.gain|valuefilter }} |
{% else %}
{{ asset_totals.gain|valuefilter }} |
{% endif %}
{% endif %}
{% endfor %}
| Total |
|
|
|
{{ cgains.totals['cost']|valuefilter }} |
{{ cgains.totals['fees']|valuefilter }} |
{{ cgains.totals['proceeds']|valuefilter }} |
{% if cgains.totals['gain'] >= 0 %}
{{ cgains.totals['gain']|valuefilter }} |
{% else %}
{{ cgains.totals['gain']|valuefilter }} |
{% endif %}
Summary
| Number of disposals: |
{{ cgains.summary['disposals'] }} |
|
| Disposal proceeds: |
{% if cgains.summary['proceeds_warning'] %}
*{{ cgains.totals['proceeds']|valuefilter }} |
{% else %}
{{ cgains.totals['proceeds']|valuefilter }} |
{% endif %}
|
| 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 %}
| Gains before {{ cgains.split_date|datefilter2 }}: |
{% if cgains.split_totals['gain_before'] >= 0 %}
{{ cgains.split_totals['gain_before']|valuefilter }} |
{% else %}
{{ cgains.split_totals['gain_before']|valuefilter }} |
{% endif %}
|
| Gains on or after {{ cgains.split_date|datefilter2 }}: |
{% if cgains.split_totals['gain_after'] >= 0 %}
{{ cgains.split_totals['gain_after']|valuefilter }} |
{% else %}
{{ cgains.split_totals['gain_after']|valuefilter }} |
{% endif %}
|
{% 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 %}