On Stake, we make tax time as painless as possible. We provide you with the information you need to complete your tax either by yourself or with your accountant/tax adviser. Our partners can also generate reports that you may require.
Reports we provide
Our Account summary report features beginning to end-of-period balances, exchange rates displayed on your transaction log, and trade volumes to assist you or your accountant in determining your tax obligations with ease. You can specify the format as either Excel or PDF.
You can also obtain Trade Confirmations as well as your Monthly Account Statements, which are provided in PDF format.
Downloadable reports are easily available - more details on this are provided in the section “Tax & Documents" on the mobile app and desktop site.
Generating reports with Sharesight
Stake customers can track their portfolios and run relevant tax reports using Sharesight. This includes completing your CGT, Taxable Income Reports, and calculating your Unrealised Capital Gains. Sharesight manages this service, integrating Stake’s confirmations and files.
You can check out more information on Sharesight's website and may need to reach out to the Sharesight support team directly for further tax support.
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