Understanding your results
Once your file is processed, capi.tax opens a results screen organised into six tabs. This page is a plain tour of each part, so you know where to look and what the numbers mean.
First: the notices at the top
If a collapsible Processing notices box sits above your results, read it first. It shows which rows capi.tax could not process fully — skipped, approximated, or filed under a fallback category. While anything there is unresolved, your totals are incomplete. See Processing notices.
Overview
The first tab gives you the headline figures for the year:
- Gross result — your total gain or loss before any tax relief is applied.
- Taxable amount — what remains after partial exemptions, such as the Teilfreistellung for equity funds.
- Estimated tax — a rough figure for the tax that would fall due, including the solidarity surcharge.
Treat the estimate as a guide. The tax that actually applies depends on how gains and losses are offset across categories, and on your Sparer-Pauschbetrag — which capi.tax does not know.
Below that, your results are grouped by the categories German tax law uses: stocks, derivatives (options and futures), dividends, interest, and investment funds. Each category shows its gross amount, any Teilfreistellung, and the taxable part. Keeping them separate matters because losses can only be offset within certain limits — see Offsetting losses. If creditable withholding tax arose, it gets its own section.
Audit trail
This view shows how completely your file was processed. It lists the sales that were matched to a purchase, the positions that are still open (and so do not affect this year's tax), and items set aside as not taxable. If a sale could not be matched, it appears under Open positions without a tax event — it stays out of your totals until you supply the missing opening. Nothing is hidden.
Transactions
Every tax-relevant trade in date order, with the amount in euros and the gain or loss. Open a sale to see which earlier purchases it was matched against under FIFO, along with the holding period. Hovering over a euro amount shows the Bundesbank rate used for that date. The filters narrow by symbol, period, or type.
KAP Form
This tab gives you the figures ready to copy into your tax return, mapped to the line numbers the tax office expects:
- Anlage KAP — interest, dividends, gains and losses on shares, results from forward transactions and writer premiums, plus creditable foreign withholding tax.
- Anlage KAP-INV — your fund and ETF income, each split by fund kind: distributions (lines 4–8), Vorabpauschalen (lines 9–13), and gains and losses on disposal (lines 14, 17, 20, 23, 26). The Vorabpauschale appears here once you have recorded it under Adjustments. The amounts are gross, before Teilfreistellung — the tax office applies it itself, based on the line; the Overview lists it as a separate Exemptions item. A loss on disposal carries a minus sign in the same line and is entered that way — unlike the loss lines of Anlage KAP, which are entered without a sign. If you had no fund income that year, the section says you do not need Anlage KAP-INV.
Below the lines you see which fund kind capi.tax used for each symbol — it decides the line. If a fund has no fund kind, it is treated as a share; you see a notice about it here, and its income is then on Anlage KAP instead of Anlage KAP-INV. The notice takes you to Symbol classification on the Adjustments tab.
You still file Anlage KAP with a pure fund portfolio: the Sparer-Pauschbetrag and creditable foreign withholding tax go there.
Statistics
An analysis of your trading year beyond the tax figures: result by month, distribution across symbols and categories, trading activity over time. You do not need this tab for your tax return — it helps with context and a sanity check.
Adjustments
If the audit trail shows an unmatched sale, a security sits in the wrong tax category, or a fund kind is missing, you correct it here: supply the missing opening position, reclassify a security, add a position. Each change is recorded with a reason and the figures are recalculated. What you can supply and why it is needed is covered in What we need from you.
And then?
None of this is stored — close the tab and it is gone. Download your report as PDF, Excel, CSV, or JSON before you leave the page.
capi.tax prepares your data; it is not tax advice. Please review the figures and ask a tax advisor (Steuerberater) about your personal situation.