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Capital Gains Spreadsheet

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Is anyone else having a nightmare with working out capital gains? I have bought and sold some shares numerous times this year. I have all the details in Excel and feel really on top of things, except for capital gains.

The problem is I have passed the threashold of £9200 for the year. I sold a lot of shares the last few weeks to lock in the gains. If the shares drop in the next month or so, I will buy them back.

I understand the LIFO (last in first out rule) and the wanted to use the 30 day rule to buy back shares within 30 days so I dont have to pay capital gains on those profits this year.

Does anyone have their shares written out in a complex excel spreadsheet which I could use as a template? I cant find any free ones online and my efforts at working out the day to day fluctuations in a formula has proved very difficult to do using the LIFO rule!

Thanks

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Is anyone else having a nightmare with working out capital gains? I have bought and sold some shares numerous times this year. I have all the details in Excel and feel really on top of things, except for capital gains.

The problem is I have passed the threashold of £9200 for the year. I sold a lot of shares the last few weeks to lock in the gains. If the shares drop in the next month or so, I will buy them back.

I understand the LIFO (last in first out rule) and the wanted to use the 30 day rule to buy back shares within 30 days so I dont have to pay capital gains on those profits this year.

Does anyone have their shares written out in a complex excel spreadsheet which I could use as a template? I cant find any free ones online and my efforts at working out the day to day fluctuations in a formula has proved very difficult to do using the LIFO rule!

Thanks

Don't know if this is what you're looking for, but it might be worth a try

http://www.cgtcalculator.com/calculator.aspx

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Trust me, I spent days searching and manually doing the sums, I wouldnt have asked if I didnt feel really stuck! - thanks again!

You're welcome :)

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If someone does a few trades on options calls and puts on the stock market, without ever exercising the underlying, should these trades be reported to CRA just like stocks, i.e., as capital gains/losses?

Thanks.

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