Capital Gains Calculator Essentials-sjabloon
Calculate capital gains and losses from investment sales. Track tax lots with purchase and sale details for tax reporting.
Wat zit erin
- Dashboard with gains and losses summary showing total short-term gains, long-term gains, and net capital gain
- Tax lot tracking with purchase date, purchase price, sale date, sale price, shares, and automatic gain or loss
- Short-term vs. long-term classification based on holding period with automatic categorization per tax lot sold
- Automatic gain and loss calculations per lot factoring in cost basis, proceeds, and any commission or fee adjustments
- Net capital gain summary with color-coded input cells (yellow) and auto-calculated tax lot results (blue)
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- Dashboard with gains and losses summary showing total short-term gains, long-term gains, and net capital gain
- Tax lot tracking with purchase date, purchase price, sale date, sale price, shares, and automatic gain or loss
- Short-term vs. long-term classification based on holding period with automatic categorization per tax lot sold
- Automatic gain and loss calculations per lot factoring in cost basis, proceeds, and any commission or fee adjustments
- Volg tot 50 gerealiseerde transacties met activum, aandelen, aan- en verkoopdata, kostprijs en opbrengst
- Dashboard met 6 KPI's: totale winsten, kortetermijnwinsten, langetermijnwinsten, geschatte belasting, effectief tarief en aantal transacties
- Automatische classificatie korte versus lange termijn op basis van houdperiode (meer dan 365 dagen = lange termijn)
- Belastingoverzicht met bewerkbare kortetermijn- en langetermijnbelastingtarieven, uitgesplitst per houdperiode met berekening van winst na belasting
- Gevoeligheidsanalyseraster met geschatte belasting bij 7 kortetermijntarieven gekruist met 5 langetermijntarieven (35 scenario's)
Voorbeeld
Bekijk wat er in dit sjabloon zit
Hoe gebruik je dit Capital Gains Calculator sjabloon
Enter each sale
For every investment sold, enter the purchase date, purchase price, sale date, sale price, and number of shares.
Review holding period
The template classifies each sale as short-term (held under one year) or long-term (held one year or more) automatically.
Check gain or loss
Each tax lot shows the calculated gain or loss based on proceeds minus cost basis, adjusted for any commissions.
See the summary
The dashboard totals short-term gains, long-term gains, and net capital gain for the tax year.
Gebouwd door Claude AI. Verfijnd door ons.
We gebruiken Claude AI om elk sjabloon te ontwerpen, na uitgebreid onderzoek. Daarna neemt ons team het over. We verfijnen de indeling, testen elke formule grondig, lossen randgevallen op en polijsten het ontwerp totdat het iets is dat we zelf ook echt zouden gebruiken. De AI brengt ons 80% van de weg. De laatste 20% is puur menselijk oordeel.
Veelgestelde vragen
What is a tax lot?
A tax lot is a record of a specific purchase - the date, price, and shares bought. When you sell, matching the sale to a tax lot determines the gain or loss.
Why does holding period matter?
Short-term gains (under one year) are typically taxed at ordinary income rates. Long-term gains (over one year) may qualify for lower capital gains tax rates.
Can I include commission costs?
Yes. Add commissions to the cost basis or subtract them from proceeds. This reduces the taxable gain or increases the deductible loss.
Does it handle wash sales?
The template does not automatically detect wash sales. If a wash sale applies, manually adjust the cost basis of the replacement shares.
Hoe open ik dit in Google Sheets?
Upload het .xlsx-bestand naar Google Drive en open het vervolgens met Google Sheets. Alle formules en opmaak blijven behouden.
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