Same-day matching
Sales matched with acquisitions made that day.
Upload your broker history to calculate gains and losses using HMRC share-matching rules. Check free whether you have tax to pay, then download your report pack.
Free import and tax check. £39.99 for a report pack with SA108 figures and supporting calculations. No sign-up or card to start.
Broker files are easier to download on a computer. We'll email you a link that opens FiscalFox there.
Capital gains summary for tax year 2025/26
Avg. rate: 23.95%
After £3,000 exemption
A calculation you can check
FiscalFox applies the published share-matching sequence, then shows the proceeds, allowable cost and treatment behind each disposal.
1,000,000+
broker transactions processed
Read the calculation methodologySee HMRC's worked examples, reproducedMatching rules and tax-year allowance applied automatically
Sales matched with acquisitions made that day.
Repurchases after a sale checked before the pool.
Average pooled cost tracked across your holdings.
The allowance for your selected tax year is applied.
Accumulation fund income (ERI)Calculated automatically for supported funds.
23 broker imports supported
Pick yours and we’ll show you which file to export and where to find it. Combine brokers in the same free tax check.
Upload your broker statement. If our usual import can’t read it, a background check uses AI to work out how and adds your transactions.
Need help finding your file? Read the export guides for Freetrade, Fidelity UK, Revolut, InvestEngine, Saxo or Morgan Stanley.
View all broker export instructionsSee it before you sign up
Switch steps to explore the same interface used to import trades, review a calculation and download the report pack.
Report pack · £39.99 one-time
Transfer the SA108 figures into Self Assessment, then keep the detailed workings if you or HMRC need to trace a number later.
Complete the return
Box-ready totals for listed shares and securities.
Check every disposal
Proceeds, allowable cost, gain or loss, and matching rule.
Keep a defensible record
Section 104 pool movements and source transactions.
SA108 supporting schedule
Tax year 6 April 2025 to 5 April 2026
Box 23
Number of disposals
15
Box 24
Disposal proceeds
£102,468
Box 25
Allowable costs
£63,686
Box 26
Gains before losses
£46,812
Box 27
Losses in the year
£8,029
Estimated Capital Gains Tax
£8,571.56
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Check free whether you have tax to pay. The report pack brings together your estimated tax, the figures for your return and the workings behind them.
Upload your files, combine brokers and see whether you have tax to pay before deciding whether you need the report pack.
Get your estimated tax, SA108 figures and supporting calculations for one selected tax year, with downloadable reports. Every other tax year is purchased separately, or unlock every tax year to date with priority support for £100.
Use a multi-client workspace with firm billing, working papers and team access.
Learn at your own pace - no signup required
The import and tax check are free: upload your broker export and see whether you have tax to pay for each year. You pay for a tax year's report pack, with its SA108 figures and supporting calculations.
FiscalFox has 23 built-in imports: Vanguard, Hargreaves Lansdown, Fidelity, Freetrade, Trading 212, eToro, InvestEngine, Moneybox, Fineco, Saxo, Interactive Brokers, Robinhood, Revolut, Webull, AJ Bell, Interactive Investor, IG, Morgan Stanley, Charles Schwab, Futu / moomoo, DEGIRO, Lightyear and J.P. Morgan Personal Investing. For other formats, choose Other Broker: if our usual import cannot read the file, a background check uses AI on a few sample rows to work out how, then checks every row before adding your transactions.
FiscalFox implements HMRC's published share-matching sequence: same-day matching, the 30-day bed and breakfast rule, and Section 104 pooling. The detailed report traces the cost and proceeds used for each disposal so you or your adviser can review the calculation.
Broker files are read on FiscalFox servers. If our usual import cannot read a file, a background check sends its column headings and a few sample rows to our AI provider, without a separate permission step, and checks the result against every row. Uploaded files are kept privately, normally for 14 days, with the exceptions explained in our privacy policy.
The free tax check imports your files and shows whether you have tax to pay for each year. Pay £39.99 for a tax year's report pack: the SA108 figures, supporting calculations for every sale, and the PDF and CSV files. Every other tax year requires its own purchase, or you can unlock every tax year to date with priority support for £100.
No. The report pack is a one-time £39.99 payment with no recurring charge. You can download the unlocked reports again whenever you need them.
HMRC can collect extra tax and interest for an error and may charge a penalty depending on the circumstances, behaviour and disclosure. FiscalFox keeps the matching workings behind each disposal so you or your adviser can review the figures before filing.