Share Identification / Matching Rules

Individuals and Trusts

Capital Gains Tax Reform 2008

The share identification rules followed by IRIS for individuals and trusts on disposals on or after the 6th April 2008 are as follows:

Self Assessment Tax Years to 2008

The share identification rules followed by IRIS for individuals and trusts on disposals up to and including 5th April 2008 are as follows:

IRIS does not cater shares acquired prior to 6th April 1982, please use the Other Capital Gains section to enter your manually calculated gains.

Limited Companies

The share identification rules followed by IRIS for limited companies are as follows:

IRIS does not cater shares acquired prior to 6th April 1982, please use the Other Capital Gains section to enter your manually calculated gains.