CGT Desk
Organize capital asset transactions, holdings, valuations, reconciliations and tax workpapers for the United States, United Kingdom and Australia.
No sign-up required. CGT Desk can be downloaded without a website account.
Reports are designed to trace amounts back to transactions, matched lots, accounts and source references.
Core workflow
Built around traceable workpapers
Shares & Securities
Track asset codes, quantities, parcel cost basis, holding periods, disposals and source transactions.
Crypto
Record buys, sells, swaps, transfers, staking, rewards, mining, airdrops, forks and fees.
Real Estate & Other Assets
Use the current generic asset workflow for acquisitions, disposals and valuations while property-specific tax adjustments remain future work.
Excel & CSV Import
Map broker or exchange headings, review a live normalized preview and resolve validation or duplicate issues before import.
Accounts & Statements
Track where assets are held and preserve account and statement references for reconciliation and audit support.
Tax Workpapers
Build financial-year, realized-gain, holdings, valuation and source-tracing reports for review and export.
Latest Release
Download CGT Desk
Version 0.12.1 · August 11, 2026
Documentation