Post by jackpease on Mar 29, 2016 7:50:02 GMT
In case it is helpful to anyone else who struggled last year - and do please correct me if i've got it wrong......
End of year reporting on some of the platform sucks, so if you want to get a a spot 'total funds' figure for (eg) Funding Circle after the year end for the year end - it is impossible without asking them to do it manually. When doing my tax return last year FC did compute this 'spot figure' for me - and recommended I took a screenshot at year end.
So this year i intend to take screenshots of my various p2p accounts at year end - but what is year end? I invest both personally and through my ltd company.
So for my ltd company I must take screenshots on Thursday night 31st March as that is my company year end.
For my personal p2p investments i must take screenshots next tuesday night (5th April) as that is the last day of the 2015/16 tax year.
All further end of year housekeeping tips welcome!
Jack P
End of year reporting on some of the platform sucks, so if you want to get a a spot 'total funds' figure for (eg) Funding Circle after the year end for the year end - it is impossible without asking them to do it manually. When doing my tax return last year FC did compute this 'spot figure' for me - and recommended I took a screenshot at year end.
So this year i intend to take screenshots of my various p2p accounts at year end - but what is year end? I invest both personally and through my ltd company.
So for my ltd company I must take screenshots on Thursday night 31st March as that is my company year end.
For my personal p2p investments i must take screenshots next tuesday night (5th April) as that is the last day of the 2015/16 tax year.
All further end of year housekeeping tips welcome!
Jack P
