UK share CGT software for accounting practicesClient CGT, worked and ready to review.
Upload each client's broker exports. FiscalFox prepares SA108 figures, Section 104 pool workings and closing balances to sit beside your tax software.
1 client case · 5 uploads · 3 seats · Work email required
Client book
Tax year 2025/26
- C-014M. OkaforHL, IBKR, Trading 212Reports exported
- C-022R. & S. WhitfieldJoint 50%AJ BellNeeds review
- C-031D. BrennanVanguard, FreetradeCalculated
- C-037A. KowalskieToroUploads added
- C-009L. FairbairnCarried from 2024/25HLNot started
2 review flags on C-022. Opening position needed for one holding, and a share consolidation to confirm.
Three steps per client
The same workflow for every client in your book.
- 01
Add a client
A name or your reference, the tax year, and an ownership share for joint portfolios.
- 02
Upload broker files
CSV, Excel and PDF exports from supported brokers. Resolve review flags before you export.
- 03
Export the pack
SA108 figures, pool workings and closing balances, labelled with the client's name and reference.
Working papers you can defend
Every disposal traces back to the pool.
Same-day, 30-day and Section 104 matching are applied in statutory order by a rules-based engine you can inspect. Review flags surface anything that needs your judgement.
- SA108 figures by asset type
- Grouped the way by-asset workings are reviewed.
- Section 104 ledger
- Running units, cost and average cost, with closing balances.
- Corporate actions applied
- Splits, consolidations and conversions listed with their effect.
- Cross-broker pooling and joint splits
- One pool across platforms, split by ownership share where needed.
Section 104 pool
Vanguard FTSE All-World (VWRL)
| Date | Event | Units | Pool | Pool cost |
|---|---|---|---|---|
| 12 May 2023 | BuyHL | +400 | 400 | £36,200.00 |
| 3 Nov 2023 | BuyIBKR | +150 | 550 | £49,250.00 |
| 18 Jun 2025 | SellHL | −200 | 350 | £31,340.91 |
Proceeds
£21,680.00
Allowable cost
£17,909.09
Gain
£3,770.91
Disposal on 18 Jun 2025 matched to the pool after same-day and 30-day checks.
The repeat-client advantage
Next year, you only touch this year's trades.
Closing Section 104 balances are saved per client. Roll forward in one click and they become next year's opening positions. Clients you take on mid-history start from a simple opening-positions file.
Try it on a real client2025/26 closing pool
VWRL
350 units · £31,340.91
2026/27 opening position
VWRL
350 units · £31,340.91
No history to re-upload
Built for practices
Run the client book as a team.
Team access
Owner, admin and staff roles. Split the book across the desk; only owners and admins touch billing.
Isolated client data
Each client's uploads and reports are scoped to that case, with row-level security on every record.
Grounded in TCGA 1992
Matching under s.105, s.106A and s.104, aligned with HMRC Capital Gains Manual guidance and the SA108 boxes.
Firm pricing
Priced per client case, not per transaction.
Monthly or annual, with two months free on annual. Start free on one client and upgrade when you're ready.
Firm Starter
or £19/mo
Small firms testing FiscalFox on real client work.
- Up to 10 client cases
- 50 uploads
- 3 seats
- Accountant report pack
Firm Practice
Popularor £45/mo
Firms with recurring CGT work through the year.
- Up to 30 client cases
- 180 uploads
- 3 seats
- Priority support
Allowances are caps you free by archiving finished cases, not annual resets. Individual investors can still calculate their own CGT.
Questions from practices.
How is this different from individual FiscalFox?
Same deterministic engine, in a practice workspace. Manage many clients with isolated cases per tax year, carry balances forward, invite your team and export an accountant report pack instead of paying per client.
Do clients upload their own files?
No. You add the client and upload their broker exports yourself, the way most firms already work, so the data stays under your control.
Can I process multiple tax years?
Yes. Each client can have a case per tax year, and rolling forward seeds the new year's opening Section 104 positions from the prior year's closing balances.
What happens if I exceed my plan?
Archiving a finished case frees a slot, and you can upgrade in-app at any time. Switching plans changes your existing subscription rather than starting a new one.
Is FiscalFox tax advice?
No. FiscalFox produces CGT working papers and SA108 figures from the data you provide. Professional judgement and the final filing remain with you and your client.
Run a real client case before the season starts.
Take one client from broker files to a finished report pack, then check the pool ledger, review flags and SA108 figures yourself.