Tax-Wizard is your reliable solution for simplifying tax reporting. This guide will walk you through the process of using Tax-Wizard, regardless of whether you're a user of supported or unsupported brokers.

Step 1: Obtain Broker Statements

Supported Brokers:

For supported brokers like Revolut, Degiro, eToro, XTB, Trading212, Interactive Brokers, and Lightyear, download your account statements. Tax-Wizard seamlessly processes these statements for accurate tax calculations.

Unsupported Brokers:

If your broker is not directly supported by Tax-Wizard, utilize our custom Spreadsheet template. Instructions are provided on the first tab to assist in organizing your transactions, dividends, and interest.

Step 2: Importing Data

Supported Brokers:

Upload your broker-generated statements directly into Tax-Wizard for automated tax report generation and analysis.

Unsupported Brokers:

Import the filled Spreadsheet file into Tax-Wizard, ensuring that all tabs are complete and accurate. Tax-Wizard processes this data to create comprehensive tax reports.

Step 3: Review and Download

Access all information extracted from the submitted files directly on your Dashboard and download various summary files generated by Tax-Wizard.

These files contain all the information related to processed transactions, converted into any of the supported currencies, along with data on capital gains.

Access all summarized data of your received dividends and interest.

Additionally, we provide a file with information related to your open positions, such as average values, quantity still open, identification of existing lots and when they were open. This file allows you to have an overview of your portfolio and act accordingly. Learn more about Tax-Loss Harvesting .

Concerning open positions, we offer a file compatible with Yahoo Finance allowing you to import your portfolio with a simple upload.

If necessary, consult a professional to verify the accuracy of the reports before submitting your tax return.