Tax exemption orders were generally transferred. For the calendar year 2025, the Scalable tax exemption order is granted up to the unutilised amount of your Baader Bank tax exemption order. Should the entire amount have already been utilised there, the Scalable tax exemption order for this year is €0. From 2026, the tax exemption order will be valid up to the amount granted at Baader Bank.
Accordingly, you have received two documents in your Scalable Mailbox with the title "Submitted tax allowance" - one for the year 2025 and one for the following years.
The exemption order was not accepted in the following cases:
- You maintain ongoing business relationships with Baader Bank outside of Scalable: In this case, your tax exemption order remains with Baader Bank. If desired you can instruct changes to your tax exemption order at Scalable via the client area.
- You already have a tax exemption order for your new Scalable account: In this case any remaining Baader tax exemption amount cannot be transferred automatically. You can instruct changes to your tax exemption order at Scalable via the client area. Your existing exemption order with Scalable Depot will be continued in the same amount you deposited at the time of the transition.