Capital Gains and Investment Tax Tracker Excel for your tax-season prep — buy log, sell log, gains and losses summary, and a tax estimate with a dashboard. Know what each sale really made, which gains are short-term,…
About this template
Capital Gains and Investment Tax Tracker Excel for your tax-season prep — buy log, sell log, gains and losses summary, and a tax estimate with a dashboard. Know what each sale really made, which gains are short-term, which losses the wash-sale rule took away, and what the tax estimate looks like.
$39
Excel & Google Sheets template — instant download on Etsy
Buy Log — date, security, shares, price per share, commission, and cost basis for every purchase. Cost basis fills in by formula.
Sell Log — date sold, security, buy date, shares, sale price, commission, proceeds, cost basis, gain or loss, days held, short or long term, and a wash-sale flag for every sale. Cost basis comes from your brokerage statement; everything else fills in by formula.
Gains and Losses Summary — every sale pulled from the log by formula, split into short-term and long-term gains and losses, with the wash-sale disallowance and the net gain or loss.
Tax Estimate — estimated tax on the net short-term and long-term gains at planning rates you enter, the tax cost of the wash sale, and any loss carryforward.
Dashboard — total proceeds, cost basis, net gain, short-term vs long-term split, estimated tax, effective rate, gains by security, and proceeds by holding period.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Capital Gains & Investment Tax Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Capital Gains & Investment Tax Tracker track?
The Capital Gains & Investment Tax Tracker tracks Buy Log; Sell Log; Gains and Losses Summary; Tax Estimate; Dashboard.
What do the example numbers show?
The included example shows: 10 buys totaling 445 shares and 65,639.00 in cost basis.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.