The CGT record book HMRC wishes you kept. A ready-made ledger for every buy and sell — structured the way UK capital gains rules actually need it: a transactions tab with automatic tax-year labelling, a disposals log tracking your gains against the £3,000 annual exemption, and a reference tab with the matching rules you’ll forget by next April.
UK capital gains tax doesn’t just need this year’s trades — it needs your entire purchase history, matched under HMRC’s same-day, 30-day and Section 104 rules. Nobody keeps those records for you. This template is where they live.
Free · no signup · your copy, in your Drive
What’s inside
- Transactions ledger — every buy and sell, one row each, with the tax year computed automatically (6 April boundaries handled — no more “which year was March in?”).
- Disposals log — realised gains and losses running against the £3,000 annual exempt amount, so you can see your remaining allowance mid-year, not next January.
- Reference tab — the share-matching rules (same-day → 30-day → Section 104) in plain English, right where you’re working.
How to use it
- Make your copy (button above) — it’s yours, in your own Google Drive; we never see it.
- Fill the transactions tab from your broker exports — the exact export clicks for 8 UK platforms are on our one-page cheat-sheet.
- Log disposals as they happen — and watch the allowance tracker, not your memory.
One honest boundary: this template records; it doesn’t compute your final CGT. HMRC’s matching rules run across all your brokers at once, and that math belongs in a dedicated calculator — ours is on its way to the blog. Your records are what make any calculator’s answer provable.
No — by design. It keeps your records straight: what you bought, sold, and how much annual exemption you’ve used. The actual CGT computation needs HMRC’s matching rules applied across all your brokers at once — a job for a dedicated calculator, with your records as its evidence.
Both. The Google Sheets copy is one click; an .xlsx download is available too, and the formulas are compatible.
Because your broker only knows its own slice. UK share-matching runs across every account you own, brokers don’t report your trades to HMRC for you, and platforms can close, migrate or truncate history. Your ledger is the one record that survives all of that.
Avex AI provides software and educational content — not investment or tax advice. Capital at risk.