Calculate Stock P&L for UK Tax 2024-2025

@mussadiq3

Hi, I can accurately calculate your capital gains and losses in GBP for the UK tax year 2024–2025, ensuring full compliance with HMRC’s share matching and FIFO rules. I have solid experience preparing UK capital gains schedules for clients with multi-currency stock transactions. Here’s what I’ll deliver: Detailed FIFO-based gain/loss calculations for each sale between April 2024–April 2025 USD→GBP conversions using verified daily exchange rates on transaction dates A clear breakdown of short-term vs. long-term gains An Excel/Google Sheets workbook showing all matching logic, step-by-step calculations, and a tax-year summary A concise report summarizing total taxable gain/loss after applying the annual exemption (£3,000) I’ll ensure the figures reconcile with your estimated $3,000 FY24–25 gain and can complete this by 12th November. Best regards, Mussadiq Hussain

@ameenulhaq66

Hi nithesha1, Thank you for considering my proposal. With over 8 years of real-world and freelance experience in Excel, I am well-equipped to assist you with your project. I have carefully reviewed your project requirements to calculate Stock Capital Gains P&L in GBP for UK Tax Year 2024-2025 and am eager to discuss further details with you. I would like to connect with you in chat to delve deeper into the specifics of your project and ensure that I can provide the tailored solutions you need. Regards.

@simplifitax

As a seasoned Chartered Accountant and experienced financial consultant in both the UK and US markets, I possess the precise skills and knowledge needed for your UK capital gains tax project. My diversified background as a CA, CPA (US), and ACA-qualified professional ensures I am well-versed with handling complex financial information, tax planning, and meticulous adherence to regulatory standards - all important considerations for your task. Having worked extensively with Intuit QuickBooks, I'm adept at carrying out comprehensive data entries for large volumes of transactions with utmost accuracy. My deep understanding of accounting principles and long-standing experience dealing with international currency exchange rates makes me uniquely equipped to handle the intricate task of converting USD transactions to GBP according to each transaction's date.

@HiraMahmood4072

Hello nithesha1 I hope you're doing well. I understand you're looking for Calculate Stock P&L for UK Tax 2024-2025 I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Data Entry, Accounting, Excel, Intuit QuickBooks, Financial Analysis, Tax Compliance, Data Analysis, Financial Consulting .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you

@gpellosis

As a seasoned accounting professional with over 15 years of experience, I confidently assure you that I am the person you need to execute this UK capital gains tax project. Not only do I possess an astute understanding of UK HMRC rules, but my proficiency in Excel and data analysis will ensure accurate account of FIFO share matching and reliable currency exchange conversion rates. Moreover, my deep-rooted knowledge of taxation and thoroughness in adhering to financial principles will guarantee meticulous categorization of your short-term and long-term capital gains—a crucial determinant in your tax assessment. Utilizing my Intuit QuickBooks skills, I'll create a clearly labeled and meticulously annotated spreadsheet that takes into account each step for easy comprehension. Finally, what sets me apart is my proactive approach to solving problems before they emerge. I bring this same dedication to your fiscal filings, where I'll cross-reference all the transactions outside the FY24-25 period, necessary for FIFO matching purposes. Trust me to further supplement our partnership with transparent summaries - including any applicable annual exemptions - ready for your UK Self Assessment capital gains tax reporting. Let's kick off this financial journey together!

@arslanu2

Hi! Here is your professional Business Consultant providing services, including but not limited to Budgeting and Financial Forecasting, Business and Financial Modelling, Business Analysis, Business Consulting, Financial Planning, Financial Analysis, and Financial Consulting. I am into the Consulting Business for more than 12+ years. Let's discuss the scope of your project, and I can assure you the best services among all, inshaAllah. Regards Muhammad Arslanullah

@eliza019

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.

@mohamedahmedmoha

As an accomplished professional with over 15 years of experience in Finance and Accounting, I am well-suited to handle the meticulous task of calculating your stock P&L for UK tax year 2024-2025. With a deep understanding of UK HMRC rules, my expertise in QuickBooks will ensure that every detail is captured and completely aligned to the requirements of FIFO share matching and FX conversion. In my career, I've worked on diverse projects involving tasks such as data input, reconciliation, tax filings, monthly reports, and multi-currency accounting - all of which are required for your project. My proficiency extends beyond mere tasks; I believe in providing insights along with outcomes. Making sure you understand every step, I'll provide an Excel or Google Sheets file with a clear annotation elucidating the calculations involved - giving you a complete birds-eye view. One key strength that sets me apart from most is not just handling data but giving you the *"Why behind the What".* You won't just get a final output but will have detailed explanation on how each gain/loss is arrived at applying FIFO rule. This complete solution package would assist you in filing your tax return accurately while also developing nuanced understanding towards your P&L window. It's time to let numbers work for you; trust me to deliver accurate, insightful and timely results for you!

@muhammadh0558

Hi, I’m a CA and CPA with 5 years of experience in auditing, financial analysis, and tax reporting. I specialize in preparing accurate capital gains calculations and multi-currency reconciliations for tax compliance. For your project, I will: • Apply the FIFO method to match buy/sell transactions precisely • Convert all USD transactions to GBP using accurate historical exchange rates • Categorize gains into short-term and long-term per UK HMRC guidelines • Prepare a detailed Excel report showing full calculation steps and a clear summary for UK Self Assessment • Cross-check that total gains (~$3,000) reconcile correctly for FY2024–2025 I ensure accuracy, clarity, and confidentiality throughout. The final report will be delivered before 12th November, ready for tax filing. Best regards, Humayun Khan

@webindia1984

HiWith extensive expertise in Accounting, Data Entry, and Excel, I am well-versed in working on complex financial calculations and meticulous data analysis, ensuring utmost accuracy and adherence to FIFO rules - precisely what your project demands. Having managed an array of responsibilities in previous roles and utilized my firm grasp of UK tax laws with a focus on capital gains tax, choosing me for your stock P&L calculation task will ensure a comprehensive analysis prepared with utmost precision. Besides that, my knowledge in currency exchange management and adeptness in implementing such strategies practically will enable me to handle your USD-to-GBP conversion needs effectively. The approach of utilizing the exchange rate for exact transaction dates will be assiduously implemented, securing the accuracy that your report necessitates. Additionally, organizing complex data into understandable summaries is a core skill of mine. Producing Excel or Google Sheets files that are not only diligently labeled but also thoughtfully annotated to provide clear explanations at every step, aligns with my commitment to ensure others understand the work I've done. Rest assured, the resulting report will be a neat, ready-to-submit document for your UK Self-Assessment capital gains tax reporting. Let's get this job done comprehensively and efficiently!

@QualityHub

I am award winning writer with over 7 years of experience, I specialize in SEO blogs, business and marketing plans, presentations, scripts, research tasks, reports writing, technical writing, resumes, feasibility studies, eBooks, and many more. I’ve successfully delivered impactful, reader-friendly, and plagiarism-free content to 4,000+ clients, ensuring their messages stand out and achieve their goals. Why Work with Me? ✅ SEO-Optimized, Engaging, and Well-Researched Writing ✅ 100% Original, Error-Free Content ✅ Unlimited Revisions Until You’re Satisfied ✅ Timely Delivery and Open, Reliable Communication Explore My Work and Achievements: https://www.freelancer.com/u/QualityHub Let’s connect and bring your project to life—I’m just a message away!

@Sohail748

Hi there, I am offering a 30 percent discount for your project on calculating stock P&L for UK tax year 2024-2025. I have experience preparing accurate profit and loss calculations for stocks, ensuring compliance with HMRC guidelines and reflecting all necessary gains, losses, and adjustments. My focus is on precision, clarity, and providing detailed, easy-to-understand results. I can review your stock transactions, calculate capital gains and losses, account for allowable expenses, and prepare a clear summary suitable for your tax filings. I pay close attention to detail to ensure all calculations are accurate and compliant with UK tax rules. I am committed to delivering precise P&L calculations within your timeline, providing explanations and documentation as needed to support your filings. My goal is to make the process straightforward and ensure your stock reporting is accurate and reliable. I would be happy to assist you with this project and calculate your stock P&L for the UK 2024-2025 tax year. Regards, Sohail Jamil

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@jesica46

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards

@Jacobkim89

Hey! With over 5 years of dedicated experience as a writing professional, I bring a wealth of expertise across Excel, Data Analysis, Financial Analysis, Intuit QuickBooks, Accounting, Tax Compliance, Data Entry and Financial Consulting . My extensive background in this field ensures that my clients receive work of the highest caliber, meeting and exceeding all specified requirements. The depth of my knowledge guarantees a prompt delivery, affording you ample time to thoroughly review the work . I am committed to providing excellence, promising top-notch quality work that aligns seamlessly with required instruction I invite you to choose me as your trusted partner for a seamless and successful collaboration.

@sarthak222001

Based on my extensive background in accounting and data analysis, I can confidently state that I'm the perfect candidate for your project. Not only do I have a solid grasp on the concepts and principles of UK capital gains tax, but my skills in Python, Excel, and Google Sheets will provide you with a detailed and accurate Profit & Loss report for your stock transactions. My proficiency in Python will allow me to efficiently handle and manipulate large amounts of data, which is crucial for this kind of project. By automating repetitive tasks and utilizing libraries like Pandas, NumPy, and BeautifulSoup, I'll ensure the transformation of complex datasets into clear, actionable reports. This will ultimately save you time and effort. Moreover, my expertise in using Google Apps Script for creating custom functions and integrating data sources or APIs with Google Sheets would be valuable in ensuring that your USD values are accurately converted to GBP using the appropriate exchange rates. I'll also incorporate FIFO methodology meticulously to match sold shares with earliest bought shares for cost calculation- leaving no room for errors. In summary, by choosing me you can be confident that your taxes are filed according to UK HMRC rules correctly. Let's discuss further how I can help you streamline your capital gains calculations and ensure maximum compliance while minimizing risks!

@muabubakar

Hello Nithesha, I am excited about the opportunity to calculate your Stock Capital Gains P&L for the UK Tax Year 2024-2025. My expertise in tax compliance and data analysis aligns perfectly with your needs for accurate profit and loss reporting, ensuring adherence to HMRC rules. With over 5 years of experience in financial consulting, I have successfully managed similar projects, processing detailed stock transaction data and applying accurate FIFO methods. I will convert your USD transactions to GBP using reliable historical exchange rates while providing you with a comprehensive report in Excel. I can ensure that gains are categorized into short-term and long-term and that the summary is clear for tax filing. I will deliver this before the deadline of 12th Nov. For Portfolio and samples please contact. NOTE : Bid is placed on the lowest bid price and deadline and it can vary after a detailed discussion or a meeting. Thanks,

@sheikhshais

Hi, I'm Shais, an experienced professional with a solid background in web development, Python, and AI-driven systems. My proficiency in data processing and backend systems aligns perfectly with your project's needs. I have a comprehensive understanding of the UK HMRC regulations and UK capital gains tax principles, which is crucial for this task. Moreover, I have a robust command over handling date-sensitive currency conversion through reliable historical exchange rate sources. Accuracy is vital for your project. In that regard, my 7+ years of experience handling large-scale projects for prominent companies have left me no room for errors. I have developed remarkable problem-solving and critical thinking skills necessary to ensure precise calculation at every step. I assure you that as an agile and adaptable person, I'll evolve with your project's evolving needs with a strong commitment towards on-time delivery. Best, Shais

@YamestimationLLC

Hello there, I understand that you require a detailed Profit & Loss report in GBP and USD for stock transactions made between 2021 and 2025, specifically for UK tax filing purposes covering the tax year April 2024 to April 2025. My proposed solution involves accurately converting USD transactions to GBP using historical exchange rates, applying the FIFO rule for cost basis calculation, categorizing gains as short-term or long-term as per UK tax laws, and providing a clear summary report ready for UK Self Assessment capital gains tax reporting. Key Deliverables: - Accurate conversion of USD transactions to GBP - Detailed calculation of Profit/Loss for each disposal in GBP - Categorization of gains/losses as short-term or long-term - Clear summary report for UK capital gains tax filing I bring expertise in UK capital gains tax principles, currency exchange impact, and proficiency in Excel for detailed transaction-level calculations and summary reports. I'll share my portfolio with you in the DM. Kindly, ping me there. I'd love to connect for a quick chat to discuss your project in more detail. Best regards, Minhal

@webliftDigital

I am Naser, a forward-thinking Top Rated Pro Seller with 7+ years of proven experience on Fiverr I design clean, responsive WordPress websites, build AI chatbots, and automate workflows to boost efficiency. I also provide admin support, data entry, web research, and CRM management with accuracy and speed. My focus is on delivering high-quality work that helps your business grow and scale.