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Cobens Direct
  1. Home
  2. Tax Planning
  3. Portal issues on CGT reporting.

Portal issues on CGT reporting.

Scheduled Pinned Locked Moved Tax Planning
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  • A Offline
    A Offline
    alscar
    wrote last edited by
    #1

    Hopefully the right place to ask.
    Previously I have always been able to get a simple one page report taken off the portal for Capital realised gains and retained gains along with the usual income statement for tax purposes.
    I logged on yesterday to find the former but absolutely no sign of any CGT reports.
    I have contacted support but as yet no reply.
    When the admin changed recently did that also mean the portal did and I'm using an old version ?!

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    • N Offline
      N Offline
      Nik Burrows
      Global Moderator
      wrote last edited by
      #2

      Hi
      As per my email yesterday the CGT reports are generated by the custodian and we are waiting for the API links form the new custodian to be finalised. Once that is done the reports will be back on the portal. In the meantime just drop me a message and I will run a manual report for you
      Cheers

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      The value of your investments can go down as well as up, and you may get back less than you invested.

      Cobens is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .

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