Tutorials
Here you can find our walkthroughs, guides and documentation
A run through of how to use simplecgt from start to finish!
How to use simplecgt
Key Principle: We maintain our accuracy by taking ALL of your transactions for ALL years and keeping track of everything throughout the years.
Step 1: Export your files from your broker
Export your transaction data from your broker's platform. Check the links below for specific instructions for your broker.
Step 2: Import your transactions
In simplecgt, go to the File Imports tab and click Import Transactions
• Choose your broker from the format dropdown, or create your own!
• Upload the file you exported from your broker
• Choose how we handle unknown assets - e.g if you only have stocks and no ETFs
• Click Run Action
• Choose your broker from the format dropdown, or create your own!
• Upload the file you exported from your broker
• Choose how we handle unknown assets - e.g if you only have stocks and no ETFs
• Click Run Action
Step 3: Review your Draft Transactions
BLOCKERS: these you must fix before continuing
WARNINGS: these are just advisory
You can edit specific rows by clicking the pencil icon - this should rarely be needed.
Once you are happy, click Select Action → Import Draft Transactions and click the blue "go" icon beside it.
You can review your imported transactions under the Transactions tab at any time.
WARNINGS: these are just advisory
You can edit specific rows by clicking the pencil icon - this should rarely be needed.
Once you are happy, click Select Action → Import Draft Transactions and click the blue "go" icon beside it.
You can review your imported transactions under the Transactions tab at any time.
Step 4: Run your Calculation
Go to the Capital Gains Calculation tab and click Run Capital Gains Calculation then click Run Action
Click on the new Calculation Run that just appeared.
Here you can see an overview of each year.
Review a specific year by clicking into it.
The headers can be expanded, the most important ones are expanded by default! These correspond the sections on the Form11 in Revenue
*Note* For each number, we show you the matching fields to be filled on your Form11, e.g "Use under↠Shares / Securities - Quoted"
Click on the new Calculation Run that just appeared.
Here you can see an overview of each year.
Review a specific year by clicking into it.
The headers can be expanded, the most important ones are expanded by default! These correspond the sections on the Form11 in Revenue
*Note* For each number, we show you the matching fields to be filled on your Form11, e.g "Use under↠Shares / Securities - Quoted"
Step 5: Submit to Revenue
Submit your numbers, for all of the years (see below for more guides)
*IMPORTANT* Once you submit your numbers to Revenue, mark the calculation run as submitted
In the calculation run (where it shows all of the years) click Select Action → Mark as Submitted to Revenue and click "go" icon beside it, and choose a date.
In the calculation run (where it shows all of the years) click Select Action → Mark as Submitted to Revenue and click "go" icon beside it, and choose a date.
That's it! Each year, import your new transactions and run a calculation. You generally don't need to delete transactions or calculations. Just import and click calculate!
Export Transactions from Your Broker
- E-Trade - Step-by-step guide to export your transaction data
- Interactive Brokers - How to export your IBKR transaction history
- Trading 212 - Export instructions for Trading 212 platform