How to complete the Capital Gains Pages of the self-assessment tax return

Box 1 and box 2: Will always be automatically populated.

Box 3: Will be automatically populated – see the Capital Gains Computation for more information.

Box 4: Go to Dividends | Capital Assets

Select the relevant option from the left hand side of the screen, then go to the disposals window and claim Entrepreneurs Relief (disposal must be entered).

Box 5: Go to Dividends | Capital Assets | Edit | Losses & Other Information

Complete the field Additional gains invested under SEIS and qualifying for exemption.

Box 6: Will be automatically populated – see the Capital Gains Computation for more information.

Box 7: Will be automatically populated – see the Losses & Other Information screen.

To enter manually go to Dividends | Capital Assets | Edit | Losses & Other Information

Box 8: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Capital Gains Tax Adjustment field.

Box 9: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Additional Liability in respect of Offshore Funds.

Box 10: Will be automatically populated – see the Capital Gains Computation for more information.

Box 11: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Losses used against earlier years gains field.

Box 12: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Losses used against this years income field.

Box 13: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Losses used against this years income field under Amount relating to shares heading.

Box 14: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Losses used against last years income Field.

Box 15: Dividends | Capital Assets | Edit | Losses & Other Information

Complete the Losses used against last years income field under Amount relating to shares heading.

Box 16: this is completed in the Trade, Profession or Vocation section.

For Partnerships, select the Trading Income tab | enter the amount into Loss offset against capital gains field.

For Sole Trades, select the Adjustments, Losses, Overlap and Tax tab | enter the amount into Offset against capital gains.

Box 17: Gains deferred from before 23 June 2010 that qualify for entrepreneurs relief must be manually added to the ‘Total previous years gains on which entrepreneurs relief has been claimed value’ by overwriting the figure in the Losses & Other Information screen.

Box 18:  The gain should be created using the Shareholding option or using Other Capital Gains and select Quoted Shares for asset type. This will ensure box 18 is completed.

Box 19: Go to Dividends | Capital Assets

For shareholdings this is completed via The Events screen.

For Other Capital Gains, enter the amount into the Proceeds field.

Box 20: This will be taken from the Events screen and/or will include the acquisition price.

Box 21: Will be automatically populated – see the Capital Gains Computation for more information.

Box 22: Go to Dividends | Capital Assets

For Shareholdings this is completed via The Events screen – enter the Disposal and claim the relief.

For Other Capital Gains, enter the amount of gain and then tick the box to Claim Relief.

Box 23: Go to Dividends | Capital Assets

For Shareholdings this is completed via The Events screen – enter the Disposal and tick the box Valuation used, then enter the details.

For Other Capital Gains, enter the amount of gain and then tick the box to state Valuation used and enter the details.

To complete boxes 24 to 29: Enter the information using Other Capital Gains.

Choose asset type: Unlisted Shares

To complete boxes 30 to 36: Enter the information using Other Capital Gains.

Choose asset type: Land & Property or Other

To complete box 37: Go to Dividends | Capital Assets | Edit | Losses & Other Information

Tick Additional Information and enter the note here.