Personal Tax- Share disposals appear as S.104 Holding?

Article ID

personal-tax-share-disposals-appear-as-s-104-holding

Article Name

Created Date

9th August 2023

Product

IRIS Personal Tax

Problem

IRIS Personal Tax- Share disposals appear as S104 Holdings?

Resolution

When you dispose of shares – they may appear under the Capital Gains comp as a ‘S.104 Holding’ (Section 104)

For example on the CG comp:

Personal Tax is following the HMRC rules for S104 holdings (look at Example 2 etc):

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