Investment Tax
What the Investment Tax page shows
Estimates of your Irish investment tax position based on whatever data you've put into Cisti. Three tabs.
- Overview. Estimated CGT, ETF exit tax, and net taxable gain for the selected tax year, plus the filing timeline.
- CGT Tracker. Estimated liability from unrealised investment gains, deemed disposals, and ETF exit tax.
- Investment Income. Dividend and interest tax, with foreign withholding tax credits and a by-country/by-ticker breakdown.
These are estimates, not official tax calculations. Always verify with Revenue.ie or a qualified tax advisor before filing anything.
Income tax calculator
Want a PAYE, USC and PRSI estimate from your salary? That's moved to the free calculator at /tools/tax-calculator. No login needed, and your inputs stay in your browser.
CGT tracker
The CGT tracker rolls up unrealised gains across every investment holding. The estimated tax is 33% on the total, after the €1,270 annual exemption. Use it to see which positions would generate the biggest bill if sold, plan disposals to make use of the annual exemption before year-end, and get a feel for your exposure before you actually sell.
For the underlying rules, see the Capital Gains Tax guide.