The report family beyond capital gains

This page is a stub. The full guide is written against the shipped app version and is on its way.

The capital gains summary gets the attention, but the download list is a family, around ten documents in both tiers, each answering a different question.

The working paper is the one an accountant reaches for first, every disposal in full, proceeds, cost, fees, the matching rule that applied, and the citation behind it. It exists so that any figure in any other report can be traced to its origin in one lookup, see reading citations.

The income report collects what is not a capital gain, staking rewards and other receipts the engine classed as income at their value on arrival, the figures that belong on different pages of a return than the gains do.

The losses view shows the year’s losses, what was used against gains, and what carries forward, feeding the two labelled figures in the SA108 helper.

The negligible value claim letter appears when your data holds a case for one, a token that has become worthless while you still hold it. It is a section 24(2) TCGA 1992 template built from those rows, with the cost figures highlighted for you to confirm before it goes anywhere, background in the negligible value post.

The SA108 helper maps the year’s totals onto the return’s boxes, covered box by box in self assessment.

Everything generates on your machine from the same reconciled workspace, so the family always agrees with itself, one computation, many views of it.