When will I receive my tax certificate?

If you are liable to tax in Germany and have carried out tax-relevant transactions, you will receive an annual tax certificate for your securities account and your clearing account. The annual tax certificate gives you an overview of:

• amount of investment income
• saver's allowance
• capital gains tax
• solidarity surcharge
• church tax (where applicable)

If you use one Scalable product (Broker or Wealth management) and do not use any other services with custody at Baader Bank, the tax certificate has been uploaded to your Scalable mailbox. If you use both Scalable products (Broker and Wealth management) or other services for which Baader Bank manages the securities account (e.g. OSKAR), you can find the consolidated tax certificate in the Baader Bank Customer Portal.

Access to the Baader Bank Customer Portal: Login with your User ID and PIN. Your User ID corresponds to the first seven digits of your securities account number. You can view this in the product details of your Baader portfolio by clicking on the gear icon. Then, select the 'Postfach' (Mailbox) menu item in the Baader Portal. The 'Jahressteuerbescheinigung' (Annual Tax Certificate) document can be found in the overview under 'Steuern' (Taxes). You can then view or download the document. You may use the search function to narrow down the search by portfolio and period, if necessary. For your first access, please use the details you received directly from Baader Bank by email when you opened your securities account.

Please note: 

• If you have not carried out any tax-relevant transactions (e.g. sale of shares), you will not receive an annual tax certificate from Baader Bank.
• If all your accounts are closed at this time, the tax certificate will be sent to you by post to the address you have provided.
• In the case of joint exemption orders, only the person who submitted the exemption order will receive the annual tax certificate.
• If you have applied for a loss certificate, you will find this as a passage in your annual tax certificate. Please note that you must apply by 15 December of the current year.