Standardized cost amount

The flat-rate method makes it easier to calculate the cost price of shares. It is used when you have bought the same share on several occasions or have no documentation of the purchase price. It provides an average value that makes it easier to calculate the profit or loss when you sell and to declare it correctly.

How the standard method works

In the standardized method, you calculate an average acquisition value for all shares in the same holding. This means that all purchases are taken into account and divided by the total number of shares. What you get is an average overhead amount which is used to calculate the profit when you sell the shares. This makes it clearer how much you have actually invested and reduces the risk of errors in your tax return.

Step by step

Start by adding up all the purchases of the shares, including any fees such as brokerage. Then divide the total by the number of shares to get the average, which in turn becomes your flat-rate cost amount. Once you know the amount, you can deduct it from the sale price and get the profit or loss to declare. Doing the calculation carefully gives you better control and makes the process more manageable.

Advice and support from stockbrokers

För den som är osäker på schablonmetoden kan Monitor Capital Markets vara ett värdefullt stöd. När du ska sälja onoterat kan vi hjälpa dig att få bättre struktur kring försäljning, dokumentation och skatteunderlag inför deklarationen.

Understanding how the standardized approach works and getting support from experts makes it easier to navigate stock trades, tax returns and investment planning. It gives you peace of mind and control without making the process overwhelming. Contact us and we'll tell you more