How it works?
Service for confidential tax calculation to get
an Explanatory
Note and preformatted data for Tax Declaration '3NDFL'.
Select CSV files
Select CSV reports to upload. That reports are preliminary downloaded from your account at Interactive Brokers.
Choose Files
Cost calculation
Press 'Generate'. Familiarize yourself with an analysis result and a price offering.
To generator
Generation of Explanatory Note
Pay for the service and get an Explanatory Note (as well as data for Tax Declaration '3NDFL').
To generator
How to get reports
from Interactive Brokers?
Login to your Interactive Brokers account, select Reports -> Activity -> Annual.
Download report for the tax year, and for the previous years, when transactions were open.
How to remove
personal data from a CSV?
Open CSV with text editor Notes (Windows) or TextEdit (Mac OS). Find lines 8 and 9, delete name and account number, than save.
For the data security purposes all the uploaded files are automatically removed from Trindfl after a user session ends.
Explanatory Note
Tax base is calculated in rubles according to Russian Central Bank exchange rates.
Example of Explanatory Note
Summary Page
Summarize calculations from chapters.
Example of transactions Appendix
Transactions
Transactions with securities and derivatives, including short positions and corporate actions.
Appendix with calculation for dividends
Dividends
Calculation for dividend tax payment.
Appendix for percents and commissions
Percents and commissions
Calculation for income/outcome percents and commissions.
Price Options
Web app will chose applicable price options automatically.
Investor
2 000+ rub.
for an Explanatory Note
Cost includes 50 transactions for securities/derivatives/forex and 50 dividends (over: 20rub. per operation)
Start
Trader
4 000 rub.
for an Explanatory Note
Fixed price, if you got over 200 transactions for securities/derivatives/forex. Price is independent on amount of transactions
Start
Tax Advisor
Contract price
Individualized servcie
Price is dependent on the service volume and customization level.
