Tax season is often the most stressful time for investors
Every broker sends statements in a completely different format. XTB exports one kind of CSV. Trading 212 another. Interactive Brokers something entirely different again. Consolidating all of that manually into a format your accountant — or the tax authority — can work with takes hours, sometimes days.
We built Tax Assistant to remove that friction.
How it works
Upload your broker statement files and the application handles the rest automatically.
Upload broker statements
Supports XTB, Trading 212, and Interactive Brokers (IBKR). Simply export your statement from the broker's app and upload it — no formatting required.
Data consolidation
The application automatically unifies transactions from various brokers and formats into one clear, structured overview. All trades, dividends, and fees in a single view.
Automatic calculation
The tool automatically calculates total income, expenses, profit/loss per position, and an estimated tax liability — ready to hand to your accountant or use as a starting point for your tax return.