UK Tax Calculator

The following UK Reporting Funds have no ERI (Excess Reportable Income) data available. We highly recommend adding this data before submitting your numbers to HMRC, as ERI is taxable as dividend income.

You can look up ERI data for your funds by ISIN on the KPMG Reporting Funds website.

Option 1: Enter ERI Data Manually

If you have ERI data from your fund provider's annual tax statement, enter it below.

— OR —

Option 2: Upload ERI CSV File

Upload a CSV file with ERI data. Required columns: isin, distribution_date, eri_per_unit, currency, reporting_period_end_date

About

This UK Tax Calculator is provided by Easter Strategy Partners Ltd to help UK investors calculate their Capital Gains Tax obligations from brokerage transactions.

The tool processes transaction data from supported brokers (IBKR, Schwab, Trading212, Vanguard) and any broker via the CGTCalculator text format, applying UK tax rules including:

Same-day matching rule

Bed and breakfast (30-day) rule

Section 104 pooling (average cost method)

Stock split handling

Annual exempt amount calculations

Disclaimer: This tool is provided for informational purposes only and does not constitute tax advice. Always verify calculations and consult a qualified tax professional for your specific circumstances.

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For questions, feedback, or to report issues with the tool:

When reporting issues, please include:

Which broker(s) you are using

The tax year you are calculating

A description of the issue or unexpected behaviour

Any error messages displayed

UK Tax Calculator

Missing Cost Basis

Option 1: Enter Cost Basis Manually

Option 2: Upload Historical Activity Files

Option 1: Enter ERI Data Manually

Option 2: Upload ERI CSV File

Warnings

Warnings

Suggested Disposals

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