tobcalc

Import transactions

Import Interactive Brokers csv

Filter Broker Transactions

After you have checked the transactions you want to include, click the "Continue" button to continue to the tax calculation.

Include	No.	Date	ISIN	Currency	Value

Header

Some of the securities in your transaction history cannot be found online. This could be due to them being delisted or not being available in the database we use.

Please enter the details for these securities manually. Note that overrides also apply to these securities, so if it's easier, you can just leave these details blank and enter the overrides instead.

ISIN	Name	Type	Fund type

Tax override

If you notice an incorrect tax rate, you can override the rate by adding an entry in this table.

Take VWCE for example. If you believe its TOB rate should be 0.12% yet tobcalc is showing 1.32%, then you can manually override this by adding an entry with ISIN "IE00BK5BQT80" and tax rate 0.12%.

ISIN	Tax rate

Language Start date End date National registration number Full name Address

Signature name Signature capacity Location Date Choose signature png

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