# \#taxes **URL:** https://community.mycapitally.com/tag/taxes/5.md [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) --- ## [Tax Harvesting tracking and ROC cost adjustments](https://community.mycapitally.com/t/tax-harvesting-tracking-and-roc-cost-adjustments/812)
**Author:** [@rocco\_mortelliti](https://community.mycapitally.com/u/rocco_mortelliti)\ **Replies:** 1\ **Last updated:** [May 5, 2026, 10:11am UTC](https://community.mycapitally.com/t/tax-harvesting-tracking-and-roc-cost-adjustments/812 "2026-05-05T10:11:25Z")
Hi I need assistance on a couple of topics: Does Capitally track tax lot harvesting (FIFO, LIFO, specific etc)? Background: Tax lot harvesting is a strategic investment technique used to manage capital gains taxes by … --- ## [Deduction of tax paid does not take into account double taxation agreements](https://community.mycapitally.com/t/deduction-of-tax-paid-does-not-take-into-account-double-taxation-agreements/796)
**Author:** [@Adam](https://community.mycapitally.com/u/Adam)\ **Replies:** 3\ **Last updated:** [April 5, 2026, 4:29pm UTC](https://community.mycapitally.com/t/deduction-of-tax-paid-does-not-take-into-account-double-taxation-agreements/796 "2026-04-05T16:29:09Z")
Hi! I’ve noticed that the “Tax to Pay” value is incorrectly calculated for foreign interests (and potentially dividends), when the value of “Tax Paid” is higher than the rate defined by a double taxation agreement. In … --- ## [Tax Report Detail](https://community.mycapitally.com/t/tax-report-detail/786)
**Author:** [@roger\_running](https://community.mycapitally.com/u/roger_running)\ **Replies:** 2\ **Last updated:** [March 17, 2026, 1:52pm UTC](https://community.mycapitally.com/t/tax-report-detail/786 "2026-03-17T13:52:48Z")
Can you provide a functionality to expand all lines on the “tax due” report with one-click, instead clicking each 1-by-1? I need to use the “tax due” report to prepare for annual tax-declaration on original transaction … --- ## [Lot Detail & Income Summary Improvements](https://community.mycapitally.com/t/lot-detail-income-summary-improvements/761)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 3\ **Last updated:** [February 11, 2026, 6:37pm UTC](https://community.mycapitally.com/t/lot-detail-income-summary-improvements/761 "2026-02-11T18:37:10Z")
hi, rewrote this. I’m using Capitally to prepare my taxes, but I’m struggling to see the detailed breakdown of my trades. Capitally shows totals well, but it’s hard to view the underlying buy/sell dates and units—espec… --- ## [Multiple Tax Presets on Single Account](https://community.mycapitally.com/t/multiple-tax-presets-on-single-account/643)
**Author:** [@Jake\_Webster](https://community.mycapitally.com/u/Jake_Webster)\ **Replies:** 5\ **Last updated:** [January 9, 2026, 3:28pm UTC](https://community.mycapitally.com/t/multiple-tax-presets-on-single-account/643 "2026-01-09T15:28:13Z")
Currently, it appears that only one tax preset can be applied to an account, and it also seems like a tax block can only be applied to a transaction once within a tax preset. This may not be generally applicable to all … --- ## [Support for other cost-basis election methods (ACB, LIFO, HICO)](https://community.mycapitally.com/t/support-for-other-cost-basis-election-methods-acb-lifo-hico/613)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 4\ **Last updated:** [December 24, 2025, 12:44pm UTC](https://community.mycapitally.com/t/support-for-other-cost-basis-election-methods-acb-lifo-hico/613 "2025-12-24T12:44:24Z")
Add support for other cost-basis methods like LIFO, Highest cost, Average Cost Basis and similar. Should be selectable per tax preset, account and position. --- ## [Calculate correct exchange rate on foreign capital gains sales gains for UK residents](https://community.mycapitally.com/t/calculate-correct-exchange-rate-on-foreign-capital-gains-sales-gains-for-uk-residents/690)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 3\ **Last updated:** [October 1, 2025, 6:40pm UTC](https://community.mycapitally.com/t/calculate-correct-exchange-rate-on-foreign-capital-gains-sales-gains-for-uk-residents/690 "2025-10-01T18:40:55Z")
Hello, just started with Capitally and I am so very impressed with everything you have here, thank you.:grinning\_face: Is there a way to modify the exchange rate displayed on sales of stock so that it reflects UK tax le… --- ## [Loans and Deposits](https://community.mycapitally.com/t/loans-and-deposits/652)
**Author:** [@Adrian\_Bajeczny](https://community.mycapitally.com/u/Adrian_Bajeczny)\ **Replies:** 8\ **Last updated:** [August 11, 2025, 9:47pm UTC](https://community.mycapitally.com/t/loans-and-deposits/652 "2025-08-11T21:47:55Z")
Hi there. Brilliant little project, however some things elude me. I managed to set up my deposit properly, it calculates properly, because I compared the same config in my fund, however: I am unsure, if the value I can … --- ## [Additional information in transactions](https://community.mycapitally.com/t/additional-information-in-transactions/644)
**Author:** [@Jake\_Webster](https://community.mycapitally.com/u/Jake_Webster)\ **Replies:** 4\ **Last updated:** [August 4, 2025, 2:58pm UTC](https://community.mycapitally.com/t/additional-information-in-transactions/644 "2025-08-04T14:58:04Z")
In the case of US and state taxes, dividend income is often classified multiple ways, with a combination of splits (e.g qualified vs unqualified) and subsets (exempt interest dividends vs specified private activity bond … --- ## [Add original amounts in original currency to all tax reports](https://community.mycapitally.com/t/add-original-amounts-in-original-currency-to-all-tax-reports/556)
**Author:** [@Grzegorz1](https://community.mycapitally.com/u/Grzegorz1)\ **Replies:** 3\ **Last updated:** [April 21, 2025, 8:24am UTC](https://community.mycapitally.com/t/add-original-amounts-in-original-currency-to-all-tax-reports/556 "2025-04-21T08:24:29Z")
Hi, In taxes due report page I can only see values already converted to PLN. The same applies to exported excel spreadsheet. I really need it (and because of that I am collecting them by hand right now) and I think it w… --- ## [Incorrect currency exchange rate for a dividend in tax reports](https://community.mycapitally.com/t/incorrect-currency-exchange-rate-for-a-dividend-in-tax-reports/550)
**Author:** [@Adam](https://community.mycapitally.com/u/Adam)\ **Replies:** 2\ **Last updated:** [April 12, 2025, 7:15pm UTC](https://community.mycapitally.com/t/incorrect-currency-exchange-rate-for-a-dividend-in-tax-reports/550 "2025-04-12T19:15:05Z")
Hi! I see cases when Capitally is taking the currency rate using the expected dividend date and not the actual payment date. The value is incorrect, even though the label below the exchange rate is showing the correct d… --- ## [Tax due settlement dates calculation](https://community.mycapitally.com/t/tax-due-settlement-dates-calculation/530)
**Author:** [@Maciek](https://community.mycapitally.com/u/Maciek)\ **Replies:** 2\ **Last updated:** [March 16, 2025, 7:59pm UTC](https://community.mycapitally.com/t/tax-due-settlement-dates-calculation/530 "2025-03-16T19:59:43Z")
Hi! It’s tax season and I’m trying to use Capitally’s Tax Due report to help me with my declaration :slight\_smile: One issue is have is related to the currency exchange date chosen for a given transaction. I saw some r… --- ## [Tax presets - tax due period](https://community.mycapitally.com/t/tax-presets-tax-due-period/459)
**Author:** [@Lionel\_S](https://community.mycapitally.com/u/Lionel_S)\ **Replies:** 7\ **Last updated:** [January 17, 2025, 10:06am UTC](https://community.mycapitally.com/t/tax-presets-tax-due-period/459 "2025-01-17T10:06:12Z")
Hello. I have pension investments that return a certain amount of taxes, but at a much later date (typically 6 to 30 months later). I have no problems setting up a negative tax rate in the tax presets, however i don’t k… --- ## [Incorrect tax report for a SELL closing multiple BUYs](https://community.mycapitally.com/t/incorrect-tax-report-for-a-sell-closing-multiple-buys/334)
**Author:** [@Adam](https://community.mycapitally.com/u/Adam)\ **Replies:** 3\ **Last updated:** [January 9, 2025, 2:40pm UTC](https://community.mycapitally.com/t/incorrect-tax-report-for-a-sell-closing-multiple-buys/334 "2025-01-09T14:40:15Z")
If I have a “Sell” transaction that is selling assets bought by multiple “Buy” transactions, the “Taxes Due” report takes into account only the first closed “Buy”. The rest of transactions, summing to “100%”, are not inc… --- ## [Incorrect tax currency rate date if offset to a non-working day](https://community.mycapitally.com/t/incorrect-tax-currency-rate-date-if-offset-to-a-non-working-day/374)
**Author:** [@Adam](https://community.mycapitally.com/u/Adam)\ **Replies:** 2\ **Last updated:** [January 9, 2025, 2:39pm UTC](https://community.mycapitally.com/t/incorrect-tax-currency-rate-date-if-offset-to-a-non-working-day/374 "2025-01-09T14:39:44Z")
Hi, If I have a tax preset with the currency exchange rate date offset set to “D+1”, then it should be computed as the next working day according to the holidays calendar of the tax residence country. An example: Ass… --- ## [Settlement date not respected in tax calculations](https://community.mycapitally.com/t/settlement-date-not-respected-in-tax-calculations/331)
**Author:** [@Adam](https://community.mycapitally.com/u/Adam)\ **Replies:** 13\ **Last updated:** [January 9, 2025, 2:37pm UTC](https://community.mycapitally.com/t/settlement-date-not-respected-in-tax-calculations/331 "2025-01-09T14:37:53Z")
Hi, In EU, the settlement date of a stock market transaction is 2 business days after the trade is executed. If we sell a position on the last session in the year, the settlement date will fall in the next year – and th… --- ## [New Zealand FIF Tax](https://community.mycapitally.com/t/new-zealand-fif-tax/438)
**Author:** [@Brunch1865](https://community.mycapitally.com/u/Brunch1865)\ **Replies:** 6\ **Last updated:** [January 5, 2025, 8:24am UTC](https://community.mycapitally.com/t/new-zealand-fif-tax/438 "2025-01-05T08:24:05Z")
I don’t suppose anyone has created a custom tax preset for New Zealand’s complicated FIF system and is willing to share their calculation? I’ve taken a stab at it a couple of times but never made much progress. --- ## [Automatically update tax paid field](https://community.mycapitally.com/t/automatically-update-tax-paid-field/276)
**Author:** [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\ **Replies:** 1\ **Last updated:** [October 18, 2024, 10:05pm UTC](https://community.mycapitally.com/t/automatically-update-tax-paid-field/276 "2024-10-18T22:05:28Z")
I have created an apply tax preset which is as below and have applied to temp project which is as below As you can see the tax due is coming correctly but that tax I have already paid as its income deducted at so…