Section 104 Pool And Share Matching Calculator
Section 104 Pool And Share Matching: a planned Super Calculator tool. Stub page: the tool, its formula and a worked example are not published yet. Scope is.
Section 104 Pool And Share Matching Calculator is a planned calculator in the tax section of Super Calculator, covering investment tax.
What this calculator will compute
Inputs: transaction history with date, type, quantity and price and asset identifier.
Outputs: matched disposals with cost basis, pool quantity and pooled cost after each event and gain or loss per disposal (GBP).
Formula, recorded as scope and not yet verified against a primary source: Applies the United Kingdom share identification order to a transaction history: disposals match first against same day acquisitions, then against acquisitions in the following 30 days, then against the Section 104 pool which holds all remaining shares of the same class at a pooled average cost.
Status
This page is a stub. The calculator is not built, no figure on this page has been verified against the authority that sets it, and nothing here should be used to make a decision. The page exists so that the site structure is complete and so that articles can link this concept on first mention.
The stub carries noindex, nofollow and is excluded from the sitemap.