Please note that the following answer only applies to clients residing in Germany.

Information: The 2024 annual tax certificate is expected to be available by the end of May 2025. The document will be available in your Scalable mailbox or, in certain cases, sent by post. 

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)

Please note: 
  • If you have not carried out any tax-relevant transactions (e.g. sale of shares), you will not receive a tax certificate.
  • 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.
  • If you use Scalable Broker and Scalable Wealth or other services for which Baader Bank manages the securities account (e.g. OSKAR), the consolidated tax certificate will be made available to you in 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 under Profile > Products in the app or on the web. For your first access, please use the details you received directly from Baader Bank by email when you opened your securities account.
  • 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.