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Template · Client
Capital Gains Information Request Template (UK, Free)
Capture all the details needed to calculate and report Capital Gains Tax accurately.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A capital gains information request asks for the dates and values of both the acquisition and disposal of an asset. It also requires details of costs like legal fees, stamp duty, and improvements, which are necessary to calculate the gain and any tax due.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- When a client notifies you of a disposal or at year-end
What information is needed for a CGT calculation?
You need the complete history of the asset from purchase to sale.
To calculate CGT, you must have precise dates and figures for the following:
- Date of acquisition and purchase price
- Date of disposal and sale price
- Incidental costs of purchase (legal fees, Stamp Duty)
- Incidental costs of disposal (agent fees, advertising)
- Cost of capital improvements made to the asset
- Details of any reliefs available (e.g., Private Residence Relief)
What are the CGT reporting deadlines?
For UK residential property, gains must be reported and tax paid within 60 days of completion.
Other gains are usually reported via the annual Self Assessment tax return by 31 January.
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
Capital Gains Information Request Template (UK, Free)
Subject: Information Required for Capital Gains Tax Calculation
Dear [Client Name],
We understand you have recently disposed of an asset (e.g., property, shares, or business assets). To calculate the Capital Gains Tax (CGT) due and ensure you meet HMRC reporting requirements, please provide the following details:
Description of the asset sold.
Date you acquired the asset and the
Preview shows the opening and key sections. The full editable file is free to download below.
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Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
Email templates
Standard client messages ready to send.
See featureTokens for emails and tasks
Merge client data into repeatable messages.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureClient portal and document sharing
Share requests and documents securely, not by email.
See featureWhat are the common mistakes?
- Missing the 60-day property deadline
- Claiming revenue repairs as capital improvements
- Inaccurate acquisition values
- Not accounting for incidental costs
- Forgetting the annual exempt amount
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Frequently asked questions
What is the residential property deadline?
Report and pay within 60 days of completion.
What is the CGT annual exempt amount?
This is the amount of gain you can make each year before tax is due; check the current rate with HMRC.
Can I deduct legal fees?
Yes, both purchase and sale legal fees are usually deductible.
What if I lost money?
Capital losses can be used to offset gains in the same or future years, but they must be reported.
Is my home exempt?
Usually, under Private Residence Relief, provided it was your only or main home throughout ownership.
Do I need receipts for improvements?
Yes, HMRC may ask for evidence of the costs claimed.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
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Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
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