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Terms and Conditions

These terms apply automatically to all users who use Tax-Wizard. Make sure you read them carefully before using the features provided.

WizardStork reserves the right to change the terms and conditions of the Tax-Wizard whenever necessary, advising, for this reason, regular consultations to it.

 

Access

Access to the contents of Tax-Wizard is possible through the purchase of the tool. Tax-Wizard is paid annually - it is not a subscription, so there is no automatic charge for future years of filling out your tax declaration.

Any user can create an account to use Tax-Wizard.

 

Data generated and exported by the tool

The data generated by Tax-Wizard goes through several phases:

  1. Analysis of Revolut, Degiro, eToro, XTB, Trading212, and/or Interactive Brokers Statements and converting them to an intelligible format by our algorithms
  2. Processing of each line of Statements and their values
  3. Calculations for each transaction according to the Activity, Quantities, and Values ​​mentioned in the Statements
  4. For Portuguese Members only: Completion of the IRS Declaration for Portugal that depends on the submission of a valid Pre-filled Declaration, with Appendix J, Appendix E, and Appendix G added and to be completed
  5. Export of multiple files during and after processing
  6. Errors can happen either in processing or later in leasing, Revolut's statements (provided by DriveWealth) have rounding assumptions that can generate small errors, and Degiro, eToro, XTB, Trading212, or Interactive Brokers can have such issues as well.

 

For currency conversion, we use data from Banco de Portugal using 3 decimals.

The logic of the tool was verified extensively by the development team, it was also independently confirmed by 3 accountants, and verified according to extracts calculated by hand.

This does not imply the absence of errors or bugs that may arise in the development, therefore, the information provided either on the platform or through possible exports, including that of the completed IRS Declaration, does not dispense confirmation by the user and/or a professional.

Therefore, the use of this data without confirmation is the responsibility of the user and not WizardStork or anyone related to the creation of Tax-Wizard.

 

Registration

Registration is carried out by entering the user's personal data, namely the email and the user's name. Registration on the Site allows access to the functionalities.

 

By registering and logging in, the user agrees to:

 

  • Accept that this act means that you have read and understood the content of these Terms and Conditions, as well as the Privacy and Cookies Policy, available in the Privacy Policy;
  • Grant access to your essential personal data - namely name and email;
  • Accept that the user is responsible for the data that he / she inserts in the registration act and for the maintenance of the same;
  • Keep your personal and non-transferable record, not giving it to third parties;
  • Do not harm the name of Tax-Wizard, WizardStork, or any of its users, namely by attempting to breach the security of the system and / or the improper use of commercial or advertising messages.

 

 

Contact and Clarification of Doubts

If you have any questions or suggestions about our Terms & Conditions, contact us hello [at] wizardstork.com

 

Privacy Policy

To clarify your doubts about privacy and data protection policies, click here