Brokeli does not give tax advice, and the rules differ in every country. What does not differ is the value of clean records. If you ever need to report gains, losses, dividends or interest, the work is much easier if you have saved the right statements.
What to export regularly
- Annual and monthly account statements.
- Trade confirmations with timestamps and fees.
- Dividend, interest and financing breakdowns.
- Deposit and withdrawal history, including currency conversions.
Why the entity matters
Statements from a broker's foreign entity may arrive in another language or format, and tax authorities can ask for specific documents. Know which entity holds your account.
Next step
Ask a qualified local tax adviser what your country requires, then set a reminder to download statements at least once a quarter.
Risk warning: Trading forex and CFDs involves a high level of risk and may not be suitable for all investors. You may lose more than your initial investment.
Topicstaxrecordsreporting