Split Transactions by Custom Date Range (HMRC Tax Rate Change) UK/Canada
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M
Merlot Stingray
Feature Request: Split Transactions by Custom Date Range (HMRC Tax Rate Change)
What is being requested?
Allow users to split their transaction data within a tax year based on a custom cutoff date. This is necessary when tax authorities (like HMRC) change tax rates partway through the year—e.g., 30 October 2024 for the 2024–2025 UK tax year.
Why is this needed?
The HMRC has updated capital gains tax rates effective from 30 October 2024. Users must distinguish transactions made before and after this date to correctly report and calculate taxes. Without the ability to split by date, users risk overpaying or misreporting gains under the wrong rate.
What can users do now?
Currently, users must manually sort and export transactions before and after the rate change, using the capital gains CSV.
Keywords: HMRC tax rate split, custom date range, mid-year tax change, capital gains tax 2024, UK tax report, Canada, Schedule 3
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Sarah T. - CoinTracker
Merged in a post:
Split Canada Schedule 3 gains by section
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What is being requested?
Update the Canada Schedule 3 form in CoinTracker to split capital gains into two sections between Jan 1 2024 - June 24, 2024, and June 25, 2024 and Dec 31, 2024.
Currently, all gains are grouped under the second section of the form.
This is a presentation-only change and does not affect the user’s tax outcome.
What can users do now?
No action is needed. Users can upvote this post to receive updates.
Keywords: Canada tax form, Schedule 3, capital gains, CRA, date-based split, presentation fix
Sarah T. - CoinTracker
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