If you plan to submit the notification electronically, please make sure you have your FinanzOnline login credentials ready.
To report a foreign securities transfer via FinanzOnline, you must be activated for the income tax return. If you have previously reported foreign capital gains, you are already familiar with this process.
If you currently only use the employee tax assessment (Arbeitnehmerveranlagung), you must first request a change of declaration (Erklärungswechsel) so that the form for the account transfer can be submitted. This can be done before the transfer takes place.
No prior notification to Scalable Capital is necessary – you will receive the report automatically. We will notify you separately once it is available.
Please note that Scalable Capital does not provide tax advice.