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

Information: The annual tax certificate for 2024 for accounts at Baader Bank can be found in your Scalable mailbox or in the Baader Bank Customer Portal. The annual tax certificate for accounts at Scalable Capital is expected to be available by the end of May 2025.

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 asset 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 asset management) or other services for which Baader Bank manages the securities account (e.g. OSKAR), the consolidated tax certificate has been 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. 
  • Select the 'Download' menu item. Search for the document 'Jahressteuerbescheinigung' in the 'Other' overview and click on the PDF symbol to display or download the document. If necessary, you can use the search function to narrow down the results by portfolio and kind of document ('Jahressteuerbescheinigung').
  • 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 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.
  • 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.