Find Jobs
Hire Freelancers

Update Formula for FIFO Capital Gains Spreadsheet

$30-250 AUD

Status
Publicerad nästan tre år sedan

$30-250 AUD

Betalning vid leverans
I have found a Stock/Crypto Capital Gains & Profit Tax Calculation Sheet on this website here: [login to view URL] This is the Google Sheet in question that I need edited for a personal use-case - [login to view URL] I need 1 particular column of this Sheet updated so that I can can calculate the Capital Gains/Profits on asset purchases on a FIFO (first-in-first-out) basis. This particular Sheet is 90% complete and can calculate the Capital Gains and correctly matches parcels to each other (such as if a sell parcel is matched to several buy parcels, see Tax Tab Column U for this output). I need to go one step further. In my country if an asset is held for LONGER than 1 year and then sold, it has a different tax rate as compared to if it was bought and sold WITHIN 1 year. This particular spreadsheet (see blog post above for more info) has a similar system in Tax Tab column V, although it defaults the tax rate to 0%. What I need is for Tax Tab Columns U and V to be modified so that if a sell order matches with a buy order (remember a sell order of say 40 units could match to 4 different buy orders of 10 units each for example), it will check if the gap between the buy & sell, and if it is over 1 year it will apply a different tax rate to if it was under a year. Depending on if the matched part of the buy/sell is over or under a year in different it will place the Capital Gains/Profit into 2 separate columns. End Goal: - Column U will be the Capital Gains/Profit component owed for the part under a year - Column V will be the Capital Gains/Profit component owed for OVER a year. Example: - 5x Apples are purchased on 1st Jan 2020 for $100 in Total - 5x Apples are purchased on 1st June 2020 for $120 in Total - 10x Apples are sold on 2nd March 2021 for $250 in Total. The profit is $25 on the first 5x Apples and as the gap is OVER a year it will go in Column V. The profit is $5 on the second group of 5x Apples, and as the gap is UNDER a year it will go in Column U. Please see this Google Sheet for some example buy/sells to use and correct answers - https://docs.google.com/spreadsheets/d/1VfjTFH7LtVI2jb1PxWEx2Kozv7jCft6FsBaY5DfCr0A/edit#gid=0 Requirements: - Work from this Spreadsheet as a starting point - [login to view URL] - Replace broken FIFO parts of the Sheet to add FIFO Capital Gains calculation system, afterwards validate and ensure it is working correctly. - For a particular sell order, the profit needs to be split into 2 components: Profit from relevant buy orders OVER a year, and UNDER a year. - Spreadsheet will have multiple different tickers included in Column A (Tickers) of the transaction history. The formulas must be able to account for this and only report the capital gains for the correct ticker. - FIFO calulations must correctly take into account brokerage costs. - Units sold/bought must have support for fractions (ie. 1.54 shares bought or sold) - Confirm that the Average Cost base portions of the Sheet are still working correct. - The Yellow portions of the sample Sheet are fixed, these cannot be changed or moved in location. - The Sheet must be able to scale to infinite going down in rows. The Sheet must not scale to infinite in columns as you add more data, columns must be fixed in number once made. If you have any further questions don't hesitate to ask.
Project ID: 30523641

Om projektet

8 anbud
Distansprojekt
Senaste aktivitet tre år sedan

Ute efter att tjäna lite pengar?

Fördelar med att lägga anbud hos Freelancer

Ange budget och tidsram
Få betalt för ditt arbete
Beskriv ditt förslag
Det är gratis att registrera sig och att lägga anbud på uppdrag
Tilldelad till:
Använd avatar
Sir, I am FIFO, LIFO, AVCO, All Excel formulas master. I am Excel Advance Level Expert. This is a basic work for me. I can complete this project with in your desired time with added Quality. "I have completed similar projects with five stars from client". About me I am Chartered Accountant with more than 4 years of experience from worlds leading Accountancy and auditing firm "PWC". I can handle this task very efficiently and you can expects 100% accuracy from me. I am Microsoft Excel, accounting, auditing, Form Creation in Excel through VBA and in Google Sheet and QuickBooks expert. I may have less reviews here because this is my 1st week here but I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. Please be my Client and get any type of 'Accountancy', 'Excel', 'QuickBooks', Balance Sheet', 'Income Statement', 'Cashflows' and auditing related work with quality, efficiency and on reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar
$88 AUD Om 2 dagar
4,8 (70 omdömen)
5,2
5,2
8 frilansar lägger i genomsnitt anbud på $106 AUD för detta uppdrag
Använd avatar
''FIFO EXPERT'' I'm an expert Financial Analyst and Excel master holding long stretches of involvement with using advance level instruments and elements of Excel (counting VBA and Macro) to perform Data Analysis, Data Visualization, Financial Analysis, Financial Modeling and different kinds of Analysis, Automation and complex estimations. Kindly look at my profile, portfolio, and reviews to find out about my work. I can finish with 100% precision and within the deadline. Quality is ensured. “Waiting for your reply”. Kind Regards, Batairy
$160 AUD Om 1 dag
5,0 (48 omdömen)
5,3
5,3
Använd avatar
Senior excel , google sheet Expert. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from this platfrom give me a chance to show you the best i can do at your service.
$140 AUD Om 2 dagar
4,8 (97 omdömen)
5,2
5,2
Använd avatar
-previous experiencein such topics; -eager to discuss a lot in this chat stream; -degree stats / maths;
$160 AUD Om 1 dag
5,0 (1 omdöme)
1,3
1,3
Använd avatar
Ok saurabh ko bhi nhi hai na to be a great day of school and I have a great day
$140 AUD Om 7 dagar
0,0 (0 omdömen)
0,0
0,0
Använd avatar
Hello, I have been doing excel work with formulas and macros for over 5 years. I don't have any reviews as I have recently started using my skills on freelancer but i can totally assure you of high quality work if given a chance. I completely understand your requirements regarding formulas and result to be based on a condition and the output to be in different columns. I can assure you of speedy and accurate work with a friendly discussion on details and iterations if required. I will be happy to hear from you for further working on the project.
$100 AUD Om 3 dagar
0,0 (0 omdömen)
0,0
0,0

Om kunden

Flagga för AUSTRALIA
Melbourne, Australia
0,0
0
Verifierad betalningsmetod
Medlem sedan juni 14, 2021

Kundverifikation

Tack! Vi har skickat en länk för aktivering av gratis kredit.
Något gick fel med ditt e-postmeddelande. Vänligen försök igen.
Registrerade Användare Totalt antal jobb publicerade
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Laddar förhandsgranskning
Tillstånd beviljat för geolokalisering.
Din inloggningssession har löpt ut och du har blivit utloggad. Logga in igen.