FiscalFox editorial team · Product lead: Grant Sloane · Updated
Upload your broker fileHow to export and upload your trades
- Open My IG → Live accounts → History and select the share-dealing account.
- Choose the trade history with execution dates and the full relevant date range. Download CSV.
- Check that the file contains trade dates, direction, quantity and consideration, rather than only cash settlement entries.
- Upload the original trade-history CSV using IG in FiscalFox Ireland. Retain separate dividend and fee statements.
Choose execution history for this Irish workflow
IG provides several account, trade and transaction records. Its general CSV account-ledger documentation explains where to obtain history; that does not make every available export the supported Irish trade file.
Use the trade history with execution dates. The cash transaction history can show settlement dates, which are not a safe substitute for trade dates in share matching. If the export contains only settlement entries, obtain the trade record instead of changing dates by guesswork.
Sources: IG: statements and CSV account history · Revenue: share identification
Check the account and instrument type
Use the share-dealing account’s ordinary investment history. CFD and spread-betting records are outside this Irish share calculation. An account ledger can also contain deposits, charges and dividend payments that are not individual share sales.
Keep contract notes and separate cash or dividend statements to reconcile fees and income. The dedicated reader retains source evidence; the selected-year review concerns the supported share disposals and any separately established funds.
Include earlier purchases and other brokers
A sale in the selected year can depend on a purchase in an earlier one. Export all periods needed to establish the acquisition lots and previous disposals. Keep original purchase records for holdings transferred from another provider.
Identify the investment using its exact security evidence. A local ticker or the currency of the trade is not, on its own, proof of company-share or fund treatment. Use the related guides to reconcile a mixed history.
Review the euro result before preparing the return
Inspect each share disposal and its matched cost in euro, including recorded dealing costs. Keep a separate fund schedule where the legal fund regime applies and income statements where dividends or interest need reporting.
Download the computation, disposal workings and source backup after reviewing the affected year. The Irish supporting pack is currently free. FiscalFox does not submit the return or make the tax payment.
Questions and answers
Can I use only the IG profit summary?
Use transaction-level purchases and sales so matched costs, quantities and dated euro values can be checked.
Should I include history before the year of sale?
Yes, where it supports the acquisition costs, earlier disposals or transfers behind your selected-year result.
Official sources
Sources checked . Export instructions describe the file supported by FiscalFox.