Stock Tax Reports for Investors in 17 Countries: From Anlage KAP to Modelo 100
trefolio generates country-specific stock tax reports for 17 countries — Germany, France, Spain, Netherlands, Italy, UK, US, and 10 more. Form mappings, AI tax assistant, and CSV export included.
The Tax Filing Problem for International Investors
If you hold stocks across multiple countries or brokers, tax season becomes a nightmare. Each jurisdiction has its own forms, rules, and deadlines. Germany wants Anlage KAP. Spain wants Modelo 100. The Netherlands has Box 3. The UK has CGT returns. And if you're a US expat or hold US securities, Schedule D adds another layer. Manually compiling this from broker statements is error-prone and time-consuming.
trefolio solves this by generating country-specific stock tax reports for 17 countries — all from your imported portfolio data. No spreadsheets, no manual calculations, no guessing which form goes where.
17 Countries, One Tax Report Tool
trefolio maps your holdings and transactions to the correct tax forms and rules for each country:
Germany
Anlage KAP — capital gains and dividends. trefolio calculates Vorabpauschale (advance lump-sum tax on ETFs), Sparerpauschbetrag (€1,000 single / €2,000 joint allowance), and separates Veräußerungsgewinne from dividend income.
France
Déclaration 2074 — PEA and CTO accounts. PFU (flat tax) at 30% or progressive scale. trefolio handles both regimes and separates French vs. foreign source income.
Spain
Modelo 100 — income tax return with capital gains and dividends. trefolio supports Modelo 720 for foreign asset reporting and applies wash sale rules where applicable.
Netherlands
Box 3 — wealth tax on deemed returns. trefolio calculates your taxable base from stocks, ETFs, and cash, applying the correct rates and thresholds.
Italy
Quadro RT-RW — capital gains and foreign investments. IVAFE (tax on foreign securities) and LIFO cost basis for Italian tax purposes.
United Kingdom
CGT (Capital Gains Tax) — trefolio computes gains/losses with correct cost basis, annual exempt amount, and reporting thresholds.
United States
Schedule D — capital gains and losses. trefolio supports short-term vs. long-term classification and wash sale adjustments.
Switzerland
Verrechnungssteuer — withholding tax on dividends. trefolio tracks reclaimable amounts for Swiss residents.
Austria
KESt (Kapitalertragsteuer) — 27.5% on dividends and capital gains. trefolio handles the Austrian exemption thresholds.
Portugal
IRS Anexo J — capital gains and dividends. trefolio maps to Portuguese tax categories.
Belgium
TOB (Taxe sur les Opérations de Bourse) — transaction tax. trefolio includes transaction costs in your report.
Ireland
CGT at 33% — trefolio calculates gains with Irish rules and annual exemption.
Sweden
K4 (Declaration) — capital income from securities. trefolio supports ISK (investment savings account) and traditional account reporting.
Denmark
Aktieindkomst — stock income taxation. trefolio applies Danish rules for gains and dividends.
Norway
RF-1159 — capital gains and dividends. trefolio calculates according to Norwegian tax law.
Finland
Capital income — 30% on capital gains and dividends. trefolio maps to Finnish tax reporting.
Poland
PIT-38 — capital gains tax return. trefolio supports Polish tax reporting.
How to Generate Your Tax Report
- Import your portfolio from DEGIRO, IBKR, Trading 212, or Revolut — or add holdings manually.
- Go to Tools → Tax Report in trefolio.
- Select your country from the dropdown.
- Choose the tax year and review the generated summary.
- Download your report as PDF or CSV for your accountant.
AI Tax Assistant
Not sure which form applies or how to report a specific transaction? trefolio's AI tax assistant answers questions in plain language. Ask about wash sales, cost basis methods, or foreign tax credits — get clear, country-specific guidance without digging through tax manuals.
CSV Export for Your Accountant
Accountants prefer raw data. trefolio exports your transactions as CSV with all fields needed for tax preparation: date, symbol, quantity, cost basis, proceeds, gain/loss, dividend amount, withholding tax, and currency. Hand it to your Steuerberater, comptable, or CPA — they'll have everything they need.
Get Started with Tax Reports
Stop wrestling with broker statements and tax forms. Create a free trefolio account — no credit card required. Import your portfolio from any supported broker and generate your first country-specific tax report in minutes. The free Folio tier includes tax reports for up to 15 holdings; upgrade to Trefolio for unlimited holdings and full CSV export.