Enhanced fact find: Capital gains tax

[david.mann]

Capital gains tax

This screen captures some general details about a client’s capital gains tax position.  It’s not intended to represent the capture of data for detailed analysis but enough information to investigate and assess further.

Field label	Field ID (e.g. Xmerge syntax)
For this tax year, are you within or above the tax-free threshold?	niff_tax_year_above_tax_free
Carried forward losses amount	losses_brought_forward
Did you exceed your tax-free allowance in the past three years?	niff_3years_exceed_tax_free_allowance
Do you have significant unrealised gains or losses that may impact future CGT?	unrealised_gains_or_losses
Notes	cgt_notes

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