Tax time,
made simple.
Download one clear report of your year: your trades, your fees and your rewards. Free, from your account.
- Profit and loss+$4,820.40
- Fees and commissions−$612.15
- Cash Rewards+$98.30
Illustration only. Example figures, not a real report or a result.
One report. Everything you need to know.
Your Tax Report adds up what happened in your account during the year, in plain figures, so you are not digging through hundreds of lines when it is time to fill in your tax return.
Every closed trade, in one place
Fees and commissions listed separately
Cash Rewards paid into your account
No charge to download it
See what your report looks like.
Pick a year and a currency, switch things on and off, and watch the report change. All figures here are examples.
Build your example report
Year
Currency
What to include
This is an example. Your real report is in your account.
Illustration only. Example figures. Choose a year and currency to see how your own report will be laid out.
Three steps, and it is yours.
1. Log in
Sign in to your Uprime Capital LTD account on the web or in the app.
2. Open Reports
Go to Reports and choose Tax Report.
3. Pick a year and download
Choose the tax year and the format, then download it. Keep a copy for your records.
Six things, clearly laid out.
Profit and loss
What you made or lost on every closed trade in the year.
Fees and commissions
What you paid to trade, shown separately so nothing is hidden.
Cash Rewards
Rewards paid into your account during the year.
Money in and out
Your deposits and withdrawals for the year.
Currency
Shown in the currency of your account, with the rate used.
Dates
Every figure tied to the date it happened, so you can check it.
They are not the same thing.
Your account statement is the full story. Your Tax Report is the short version, with the totals you are most likely to need.
| Account statement | Tax Report | |
|---|---|---|
| What it is | A record of your account activity | A yearly summary built for your tax return |
| Period | Any dates you choose | One tax year |
| Shows | Every trade, deposit and withdrawal | Totals: profit and loss, fees, rewards |
| Best for | Checking what happened and when | Filling in your tax return |
| Where | Reports in your account | Reports in your account |
Make tax time less stressful.
A little preparation saves a lot of time.
Tips for tax time
- Download your report as soon as it is ready, and keep a copy
- Check the currency and the dates match what you expect
- Keep your statements as well. They show every trade
- Do not wait for the last week before the deadline
- Ask a tax adviser if you are not sure what applies to you
Rules differ by country
Important to know
- The Tax Report is for information only. It is not tax advice
- It does not replace your own tax return or your records
- Tax rules differ by country and change over time
- Please check with a qualified tax adviser before you file
- Figures come from Uprime Capital LTD’s records and may not match what your tax authority requires
Questions about the Tax Report.
A yearly summary of your Uprime Capital LTD account: your closed trades, the fees and commissions you paid, your Cash Rewards and your deposits and withdrawals. It is designed to help you with your tax return.
No. The Tax Report is free to download.
in less that one minute.
Log in and open Reports, then choose Tax Report.
PDF and Excel.
The statement lists everything that happened in your account. The Tax Report adds it up into totals for a tax year, so it is quicker to use when you fill in a tax return.
No. It is information only. Uprime Capital LTD does not give tax advice. Please speak to a qualified tax adviser.
You can use it to help you prepare your return, but check what your authority asks for.
Yes. Cash Rewards paid into your account during the year are listed separately.
The currency of your account, with the rate used for any conversion.
is available globally.
Risk warning. The Tax Report is provided for information only and is not tax, legal or financial advice. It may not reflect your tax position or what your tax authority requires. Please consult a qualified tax adviser. Forex and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage.
Get your report.
Log in and download it in a few clicks. No account yet? Open one in minutes.