Just in time for tax season! We've added ready-to-use tax presets for:
- 🇦🇺 Australia
- 🇧🇪 Belgium
- 🇨🇦 Canada
- 🇩🇪 Germany
- 🇫🇷 France
- 🇸🇪 Sweden.
Each preset comes pre-configured with the correct tax rules for your jurisdiction - including capital gains rates, holding period benefits, and the right cost basis method. Just select your country in Reports → Taxes Due and let Capitally handle the calculations.
We've also updated presets for 🇬🇧 UK, 🇺🇸 US, and 🇳🇱 Netherlands with improved accuracy.
Cost basis methods
To support these new jurisdictions, we've added flexible cost basis methods: FIFO, LIFO, Highest Cost, Lowest Cost, Average Cost Basis and manual lot selection.
You can even change your preferred method at the asset, account or position level if needed.
Learn more in our Cost Basis Methods guide.
Undo/Redo shortcuts
Press Cmd/Ctrl+Z to quickly undo any change, and Cmd/Ctrl+Shift+Z to redo
Derivative asset type
Track futures, T-Bills, and other derivatives with proper categorization