Please note that the following answer only applies to clients residing in Germany.
If you are liable to tax in Germany and have carried out tax-relevant transactions, Baader Bank will issue an annual tax certificate for your securities account and your clearing account. It is sent to you electronically by the end of May of the following year and will be available in your mailbox within our app or online. For joint exemption orders, only the person who submitted the exemption order will receive the certificate.
Please note: If all your accounts are terminated at that time, the tax certificate will be sent by post. This also applies if you use both Scalable products (Broker and Wealth) or other services for which Baader Bank manages the securities account (e.g. OSKAR).
If you have not carried out any tax-relevant transactions (e.g. sale of shares), you will not receive a tax certificate.
You can find more information about taxes here.