I believe I’m correct in thinking that a monthly statement is produced, detailing positions closed that month and all other open positions, but I think a consolidated tax certificate/statement with clear information for the average investor produced pre-new tax year would be helpful. Here is what Ha…

I would like to ask T212 something like this: an annual tax report (at latest December 2020) that will show for each dividend received: date received company total gross amount in original currency (and in Euro if possible) total tax already paid in original currency (and in Euro if possible) Als…

Yes please! One of the biggest headaches in investing is sorting out the tax. This would make it so much better

@Kholl you nailed all the useful stuff, lets make it happen T212!

Let’s see what T212 team says about that. They must be focused on the new big update coming this month but I think after that task is done this feature would be one of the best they could work on. Also in my opinion it is a pretty simple feature to make, in a time frime of 6 to 8 months.

Any news on this feature? Is actually any possibility to download from t212 a document that shows all my movements (deposits, portfolio openings/ closing positions and withdraws)during the year? Thx

Since posting, I’ve had an idea to improve my suggestion. I think the ability, at any point, to export a statement with all the information we mentioned above would be very helpful. To instantly know your portfolio in a PDF/CSV format, with info on each lot transaction with price, amount, order ID …

Sadly, I haven’t read anything from Trading 212 about this anywhere on the forums

Personally I would urgently need this…I’m not from UK, how my accountant can prepare my tax statement if I don’t know how to provide him all the informations

You can also follow the topic here: [image] Tax Accounting Purposes UK 💡 Feature suggestions & ideas @Bavp30 We issue tax statements upon client’s request. Here is what you can expect: [Taxstatemetn] As @Richard.W pointed out - we’re also in the middle of improving fu…

I have one doubt regarding tax statement for long term investing via trading212 invest. Is there a limit for how long the trade can stay open. Let’s say I buy stock and only sell it after 5 years?

Tax-Friendly Statement/Certificate

💡 Feature suggestions & ideas

Tony.V May 25, 2020, 3:05pm 10

You can also follow the topic here:

Topic		Replies	Views
Tax Accounting Purposes UK 💡 Feature suggestions & ideas	33	4529	February 28, 2021
How to: export positions + official T212 document for tax declaration? 🤝 Help	5	5137	January 20, 2021
Annual Dividend Report 💡 Feature suggestions & ideas	47	4021	January 27, 2021
Yearly Tax Report (export?) :chart_with_upwards_trend: 💡 Feature suggestions & ideas	21	4288	January 8, 2021
Exportable Data 💡 Feature suggestions & ideas	206	16642	August 17, 2025

Tax-Friendly Statement/Certificate

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