How to use Capital Gains
There are many methods to calculate capital gains.
Capital gains walkthrough
- How to setup seperate a financial year
- How to carry forward losses from previous years
- How to do a batch update for faster calculations
- How to summarise the capital gains over the previous financial years
How to enter manual Capital Gains entries with Stock Profit Spreadsheet
The manual entry is important as there will be transactions that will not be covered by the automatic method.
For example
- Previous year losses
- Capital gains from realestate
- Capital Gain distribution from certain securities EG property trust securities
- Where to find the capital gains from your annual taxation statement
Overview of the capital gain calculation methods
There are 8 capital gain calculation methods
- FIFO
- LIFO
- Highest Profit
- Biggest Loss
- CGD trades with highest profit first
- CGD trades with lowest profit first
- Non – CGD trades with highest profit first
- Non – CGD trades with lowest profit first
How to calculate (AMIT) deferred Tax
- AMIT cost-base adjustments (Deferred Tax)
- How to enter deferred tax into the deferred sheet
- Where to find the deferred tax from your annual taxation statement
- A quick overview how to calculate capital gains based on best fit policy
Capital gains filters overview
- Date Filter
- Portfolio Filter
- Broker Filter
- Ticker Filter
- Incomplete / Completed Filter
- Break Even Trades Filter
- Show only Loss Trades Filter
- Show only Profitable Trades Filter