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Tax solutions & partners
On Stake, we make tax time as painless as possible. We provide you with the information you need to complete your tax either by yourself or with your accountant/tax adviser.
Reports we provide
Downloadable reports are easily available - more details on this are provided in the section “Tax & Documents" on the mobile app and desktop site.
Generating reports with Sharesight
Stake customers can track their portfolios and run relevant tax reports using Sharesight. This includes completing your CGT, Taxable Income Reports, and calculating your Unrealised Capital Gains. Sharesight manages this service, integrating Stake’s confirmations and files.
You can check out more information on Sharesight's website and may need to reach out to the Sharesight support team directly for further tax support.
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