Hours in Excel.Minutes with capi.tax.
No more manual calculations and Excel chaos: capi.tax automatically prepares your transactions for your German tax return.
- FIFO-compliant
- Bundesbank rates
- § 20 EStG
- Tax years since 2018
Process
How It Works
In four simple steps to your finished tax preparation – automated and aligned with German tax rules.
- 1
Choose Broker
Select Interactive Brokers or Tastytrade
CSV format required - 2
Upload CSV
Import transaction data via drag & drop
Stocks, ETFs, Options, Futures - 3
Review & Calculate
Automatic FIFO calculation with EUR conversion
FIFO compliant according to German law - 4
Export for KAP
Get ready-to-use report for Anlage KAP
Excel, PDF or CSV
No Server, No Cloud
Your financial data never leaves your computer. Everything is calculated locally in your browser.
We use anonymized usage statistics to improve our service. No personal data or transaction contents are collected. Details in the terms.
Capabilities
Professional Tax Preparation
Professional tax preparation with all important features for international broker transactions.
FIFO Method
Legally compliant First-In-First-Out calculation for all securities transactions
- First-In-First-Out principle
- Loss offsetting
- Option exercises
Currency Conversion
Daily accurate EUR conversion with official Bundesbank exchange rates
- Bundesbank rates
- USD, GBP, CHF, JPY
- Currency gains/losses (coming soon)
KAP Export
Structured preparation suitable for Anlage KAP of your tax return
- Anlage KAP format
- Excel, PDF & CSV export
- Detailed breakdown
Coverage
Supported Transaction Types
Support for the relevant transaction types for international brokers.
Stocks & ETFs
- – Buy and sell
- – Dividends
- – Stock splits
- – Partial exemption (30%)
Options
- – Long/Short positions
- – Exercises
- – Expired options
- – Assignment
Futures
- – Futures on indices, commodities, currencies
- – Treated as Termingeschäfte (§ 20 EStG)
- – Beta – limited multiplier support
Other
- – Interest income
- – Currency gains (coming soon)
- – Withholding tax
- – Fees
Loss offsetting according to German tax law
Support for the relevant transaction types under § 20 EStG with correct categorization
Integrations
Select Your Broker
Seamless integration with the most popular international brokers for German investors.
Interactive Brokers
Fully supportedComplete import of all transaction types from Activity Statements
Supported reports:
- Activity Statements (CSV)
Tastytrade
Fully supportedImport of trades, options and dividends from CSV exports
Supported reports:
- Transaction History (CSV)
More brokers on request - contact us
View all supported brokersComparison
Feature Comparison by Broker
Comprehensive overview of supported features for each broker
| IBKR | Tastytrade | |
|---|---|---|
| Data Formats | ||
| CSV Export | ✓ | ✓ |
| XML Flex Query | ✕ | ✕ |
| Transaction Types | ||
| Stocks & ETFs | ✓ | ✓ |
| Options | ✓ | ✓ |
| Futures | ~ | ~ |
| Dividends & Interest | ✓ | ✓ |
| Tax Features | ||
| FIFO Calculation | ✓ | ✓ |
| Currency Gains | Coming soon | Coming soon |
| Withholding Tax | ✓ | ✓ |
| Partial Exemption | ✓ | ✓ |
| Loss Offsetting | ✓ | ✓ |
| Option Assignment | ✓ | Coming soon |
| Export Formats | ||
| KAP-Ready Report | ✓ | ✓ |
| Excel Export | ✓ | ✓ |
| PDF Export | ✓ | ✓ |
Security & Privacy
Your financial data is sensitive. That's why we focus on maximum security and complete transparency.
100% Browser Processing
All calculations happen exclusively in your browser. We cannot see your data even if we wanted to.
GDPR Compliant
Full compliance with the European General Data Protection Regulation. No cookies, no tracking.
Transparent Calculations
All calculations are traceable and auditable. You can verify every step.
Our Promise
- No Data StorageYour data stays in your browser - no server transmission
- No SharingYour data is never shared with third parties
- No Hidden CostsTransparent pricing without surprises
- Regular UpdatesAdaptation to current tax laws and broker formats
Support
Frequently Asked Questions
Answers to the most important questions about our service.
No, this tool does not constitute binding tax advice. It is for informational purposes only and prepares your transaction data in a structured way for your tax return. For specific individual cases, it is recommended to seek professional tax advice.
Your data is absolutely secure as it never leaves your computer. All calculations happen exclusively in your browser - we have no access to your data.
The tool supports all tax years from 2018 to the current year. Tax rules are automatically applied for the respective year.
The FIFO calculation complies exactly with German tax regulations. Each security is managed separately, and sales are matched to the oldest purchases.
capi.tax is currently free of charge. It is a private project — feedback is very welcome!
The First-In-First-Out (FIFO) method is legally required in Germany. When selling securities, the shares purchased first are always considered sold. We automatically calculate the correct order and thus determine your gains or losses.
Multi-leg strategies are processed leg by leg, which matches German tax treatment – each leg is its own Termingeschäft. For Interactive Brokers, assignments, exercises and expiries arrive as regular trade rows and are included. Tastytrade assignment handling is still in development.
Still have questions? Read the full help guide
Ready for Your Tax Return?
With capi.tax, save time and avoid errors when calculating your capital gains from US brokers
No tax advice — capi.tax prepares your data for Anlage KAP.
Modern tax preparation
for German investors
Security
- Your data stays local
- GDPR compliant
- No tax advice
© 2026 capi.tax – Data preparation tool. This is not tax advice. Consult a tax advisor for questions.