The following tables describe the XML elements returned in the GetFullWhatIfResults response. A sample is provided at the end.

Client

This is the details at client level for the potential disposal, taking into account any disposal in the current tax year.

Tag Name	What If Representation	Description
ClientIDCode	Client ID	Alphanumeric client reference code. This is the IMS system Client code and is held in the CGiX client table as a cross reference.
ClientRefSpecified
ClientName	Client Name	Description of the new or revised client name. This name will appear on screens.
Mnemonic		The Currency symbol of the client’s currency.
LegislationCurrency		The internal CGiX legislation Currency reference.
CurrencyRefSpecified
DisposalDate	Today’s date	The date of Disposal, so for the What If, it should be today’s date.
CalculationStatus		Indicates if the client has calculated or not. ‘0’ = Calculated ‘1’ = Not calculated.
IncompleteHistory	Legend Markers	Indicates if the client has full history or not. ‘True’ = Incomplete History ‘False’ = Complete history.
TaxYear	Tax Year	Start and end date of tax year. Defaults to current tax year.
ExemptAmount	Exempt amount (on screen) Annual Exemption (What If notional report)	Indicates the annual exemption allowance that is applicable for the relevant client tax type for the tax year.
ChargeableGain	Chargeable Gain (on screen) Total Chargeable Gain (What If notional report)	This is the sum of gains made on the proposed sale plus current tax year gain. The total excludes gains made on holdings identified as ‘Exempt Holdings’ or ‘Excluded Indexed Securities’.
XisChargeableGain	Excluded Indexed Securities – Chargeable Gain	This is the sum of gains of proposal plus current year gains attributed to only securities marked as excluded indexed securities.
Indexation	Indexation (on screen) Indexation Allowance (What If notional report)	The indexation allowance used when calculating the chargeable gain for CGT.
LostIndexation	Lost Indexation (on screen)	Truncated indexation – the amount of indexation lost as you cannot increase the loss on the disposal.
TaperedGain	Net Gain/Loss (on screen) Total Chargeable Gain/Allowable Loss (What If notional report)	Total chargeable gains for the tax year after applying loss offsets and taper relief, inclusive of any proposed trades. If the overall net position for the year is a loss, this will show the overall loss amount.
TaxYearLoss	Allowable Loss (on screen) Total Allowable Loss (What If notional report)	The total allowable losses created within the current tax year, inclusive of any proposed trades.
PreviousYearsLoss	B/F Loss (on screen) Total Allowable Previous Tax Year Loss (What If notional report)	Total allowable losses carried forward from previous tax years.
LossOffset	Loss Used (on screen) Total Allowable Previous Tax Year Loss (sum of loss offset column (What If notional report)	Total losses offset against gains in the current tax year.
LostTaper	N/A	Total amount of taper relief lost due to losses being offset against untapered gains, including any proposed trades.
GainLiableToCGT	Gain Liable to CGT (on screen) Gain Liable to CGT (What If notional report)	Gain liable to CGT after applying loss offsets, and annual exemption allowance.
UnusedExemptAmount	Unused Exempt Amount (on screen) Unused AE (What If notional report)	Exemption allowance remaining after subtracting the chargeable gain.
UnusedPreviousYearsLoss	Remaining B/F Loss (on screen) Remaining Allowable previous Tax Year Losses (What If notional report)	The total unused allowable losses carried forward from previous tax years.
SuspectMarker	Suspect Marker (legend)	Determines if the cost is based on ‘Estimated’ or ‘Unknown’ cost.
ProceedsToBeRealised	Proceeds to be realised (on screen) Total Proceeds (on report)	Total amount of proceeds that will be raised.
Disposal	N/A	Collection of the details provided inn DisposalType which represent the underlying asset information for the proposed sale.
OffshoreGain		The proceeds minus expense for security classified as Offshore funds that produce a gain.
DeepDiscountedGain		Gains made against any security which is classified as Deep Discounted.

Client: Disposal

This is the details of the gain/loss based on the proposed disposal or purchase.

Tag Name	What If Representation	Description
SecurityRef	Internal – no front-end representation	Internal CGiX ref.
SEDOL	SEDOL	Security Identifier to match the security.
ISIN	ISIN	Security Identifier to match the security.
TransactionType	Sale/Purchase	Sale or Purchase. A purchase may be sent for volatile sale in order to preform buy back.
TransactionRef	Internal – no front -end representation	Internal CGiX transaction identifier.
BgnDate	Today’s date	The date of the transaction. i.e., date of proposed sale.
Shares	Shares	The total number of shares to be sold or bought back.
Proceeds	Proceeds	The amount of proceeds from the sale (shares * Market Value).
Expense	Expense	The cost of the purchase for volatile sale.
SecurityName	Security Name	The name of the security.
ChargeableGain	Chargeable Gain	The proceeds minus CGT cost.
TotalLosses	Loss offset	The total losses allowable against the disposal.
Indexation	Indexation	The indexation allowance used when calculating the chargeable gain for CGT.
LostIndexation	Lost Indexation	Truncated Indexation – indexation lost due to the disposal not being able to increase a loss.
TaperedGain	N/A	Total chargeable gains for the tax year after applying loss offsets and taper relief, inclusive of any proposed trades. If the overall net position for the year is a loss, this will show the overall loss amount.
LossOffset	Loss offset	Losses offset against gains for the disposal.
LostTaper	N/A	Value of taper relief lost as a result of losses being offset against untapered gain for the disposal. For a purchase, the value returned is based on the sales affected by the purchase.
TaperAnniversary	N/A	The minimum number of days until the next taper relief band is effective.
SuspectMarker	Suspect Marker (legend)	Determines if the cost is based on ‘Estimated’ or ‘Unknown’ cost.
Asset	N/A	Collection of the details provided in AssetType.
Gain	Gain	The proceeds minus expense for the associated underlying asset.
DeepDiscounted	Internal CGiX Security flag	True if the security is classified as a Deep Discounted.
Offshore	Internal CGiX Security flag	True if the security is classified as an Offshore Fund.

Client: Disposal: Asset

This is the tag to denote the next level breakdown of the disposal classed as ‘Asset’.

Tag Name	CGiX Representation	Description
AssetType	N/A	Details of the Asset type disposal breakdown (identification level).

Client: Disposal: Asset: Asset Type

This is the asset level details of the gain/loss based on the proposed disposal or purchase.

Tag Name	What If Representation	Description
DisposalRef	N/A	Internal CGiX disposal ref.
AcqDate	Acq Date (on screen) Acquired date (What If report)	When the asset was first purchased.
AssetTypeRef	N/A	Internal CGiX Reference.
Shares	Shares (on screen & report)	The number of shares related to the underlying asset.
Expense	Expense (on screen) Cost (What If report)	The amount of expense related to the underlying asset.
Proceeds	Proceeds (on screen & report)	The amount of proceeds related to the underlying asset.
Indexation	Indexation (on screen) Indexation Allowance (What If report)	The amount of Indexation applicable to the disposal.
LostIndexation	Lost Indx (on screen) Shown in brackets in the What if report under indexation allowance.	Truncated Indexation – indexation lost due to the disposal not being able to increase a loss.
Gain	Gain/Loss (on screen & report)	Proceeds minus expense for the related underlying asset.
LossOffset	Loss Offset (on screen & report)	Losses offset against gains for the disposal.
TaperRate	N/A	The rate of Taper Relief.
TaperDays	N/A	Number of remaining to the nest amount of Taper relief.
TaperYears	N/A	The Taper Years of the associated underlying asset.
Exempt	Internal CGiX Security flag	True if the associated underlying asset is exempt from CGT.
Identification	Identification (on screen) No Header in report.	The identification rule that was used for the associated underlying asset disposal.
OrigTransactionRef	Internal CGiX reference	N/A
SuspectMarker	Legend	Value of none, estimated or unknown.
LiableGain	Gain Liable to CGT	The liable gain of the associated underlying asset.

Sample

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <soap:Body>
        <GetFullWhatIfResultsResponse xmlns="http://www.CGiX.co.uk/WhatIf">
            <GetFullWhatIfResultsResult>
                <Client>
                    <ClientIDCode>100200300</ClientIDCode>
                    <ClientRefSpecified>false</ClientRefSpecified>
                    <ClientName>Mr A Smith</ClientName>
                    <Mnemonic>£</Mnemonic>
                    <LegislationCurrency>0</LegislationCurrency>
                    <CurrencyRefSpecified>false</CurrencyRefSpecified>
                    <DisposalDate>2023-07-03T00:00:00</DisposalDate>
                    <CalculationStatus>0</CalculationStatus>
                    <IncompleteHistory>false</IncompleteHistory>
                    <TaxYear>06 April 2023 - 05 April 2024</TaxYear>
                    <ExemptAmount>6000</ExemptAmount>
                    <ChargeableGain>75000</ChargeableGain>
                    <Indexation>0</Indexation>
                    <LostIndexation>0</LostIndexation>
                    <TaperedGain>49110.75</TaperedGain>
                    <TaxYearLoss>25889.25</TaxYearLoss>
                    <PreviousYearsLoss>0</PreviousYearsLoss>
                    <LossOffset>25889.25</LossOffset>
                    <LostTaper>0</LostTaper>
                    <GainLiableToCGT>43110.75</GainLiableToCGT>
                    <UnusedExemptAmount>0</UnusedExemptAmount>
                    <UnusedPreviousYearsLoss>0</UnusedPreviousYearsLoss>
                    <SuspectMarker>none</SuspectMarker>
                    <ProceedsToBeRealised>0</ProceedsToBeRealised>
                    <Disposal>
                        <SecurityRef>-184</SecurityRef>
                        <SEDOL />
                        <ISIN>VG00AAEAP500</ISIN>
                        <TransactionType>sale</TransactionType>
                        <TransactionRef>0</TransactionRef>
                        <BgnDate>2023-07-03T00:00:00</BgnDate>
                        <Shares>217</Shares>
                        <Proceeds>0</Proceeds>
                        <Expense>889.25</Expense>
                        <SecurityName>King Street Capital Ltd. S196 (EX A1)</SecurityName>
                        <ChargeableGain>-889.25</ChargeableGain>
                        <TotalLosses>889.25</TotalLosses>
                        <Indexation>0</Indexation>
                        <LostIndexation>0</LostIndexation>
                        <TaperedGain>-889.25</TaperedGain>
                        <LossOffset>0</LossOffset>
                        <LostTaper>0</LostTaper>
                        <TaperAnniversary>0</TaperAnniversary>
                        <SuspectMarker>none</SuspectMarker>
                        <Asset>
                            <AssetType>
                                <DisposalRef>38</DisposalRef>
                                <AcqDate>2019-12-02T00:00:00</AcqDate>
                                <AssetTypeRef>0</AssetTypeRef>
                                <Shares>7.921</Shares>
                                <Expense>889.25</Expense>
                                <Proceeds>0</Proceeds>
                                <Indexation>0</Indexation>
                                <LostIndexation>0</LostIndexation>
                                <Gain>-889.25</Gain>
                                <LossOffset>-889.25</LossOffset>
                                <TaperRate>0</TaperRate>
                                <TaperDays>0</TaperDays>
                                <TaperYears>0</TaperYears>
                                <Exempt>false</Exempt>
                                <Identification>Offshore Income Holding (LIFO)</Identification>
                                <OrigTransactionRef>0</OrigTransactionRef>
                                <SuspectMarker>none</SuspectMarker>
                                <LiableGain>0</LiableGain>
                            </AssetType>
                        </Asset>
                        <Gain>-889.25</Gain>
                        <DeepDiscounted>false</DeepDiscounted>
                        <Offshore>true</Offshore>
                    </Disposal>
                    <OffshoreGain>0</OffshoreGain>
                    <DeepDiscountedGain>0</DeepDiscountedGain>
                </Client>
            </GetFullWhatIfResultsResult>
        </GetFullWhatIfResultsResponse>
    </soap:Body>
</soap:Envelope>