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Where Taxpayers and Advisers Meet

Share matching rules - Calculator?

Jholm
Posts:360
Joined:Mon Mar 11, 2019 4:22 pm
Share matching rules - Calculator?

Postby Jholm » Tue Apr 19, 2022 1:12 pm

Hi all,

Before I spend ages trying to make one with a million nested IF and MAX/MIN formulas, does anybody know of a calculator or tool that does it correctly?

Thanks,

pawncob
Posts:5090
Joined:Wed Aug 06, 2008 4:06 pm
Location:West Sussex

Re: Share matching rules - Calculator?

Postby pawncob » Tue Apr 19, 2022 4:32 pm

http://cgtcalculator.com/
Not tried it. Be a guinea pig!
With a pinch of salt take what I say, but don't exceed your RDA

robbob
Posts:3228
Joined:Wed Aug 06, 2008 4:01 pm

Re: Share matching rules - Calculator?

Postby robbob » Tue Apr 19, 2022 4:45 pm

havent used it in a while but that site used to be da bomb - obviously take specific care with stuff that may overlap tax year ends

Jholm
Posts:360
Joined:Mon Mar 11, 2019 4:22 pm

Re: Share matching rules - Calculator?

Postby Jholm » Wed Apr 20, 2022 9:32 am

Thanks, will have a play with this.

Jholm
Posts:360
Joined:Mon Mar 11, 2019 4:22 pm

Re: Share matching rules - Calculator?

Postby Jholm » Wed Apr 20, 2022 10:12 am

Doing some basic sense-checking at the moment. It's a bit fussy as to the format you use but so far, it seems to work very well!


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