On Stake, we try to 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 Transaction Report features beginning to end of period balances, official 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 Confirmation 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 “Reports & Activity" on the mobile app and desktop site.
Generating reports with Sharesight
Stake customers can track their portfolios & run relevant tax reports using Sharesight. This includes completing your CGT, Taxable Income Reports and calculating your Unrealised Capital Gains. Sharesight manages this service, and have integrated in Stake’s confirmations and files. We generate a Sharesight CSV within two weeks of the end of each tax year. You can check out more information on Sharesight's website.