Will I receive a tax certificate at the end of the year?

Please note that the following answer only applies to clients of our German offering.
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If you are liable for tax in Germany, you will receive an annual tax certificate for your custody account and your clearing account, if you have carried out tax-relevant transactions in the year.

The tax certificate (statement of income) for the respective past year will usually be made available to you electronically in your mailbox by the end of April.

Please note: if you have terminated your portfolio, you will receive your annual tax statement by post to the address you have provided. This also applies if you have opened two Scalable products (broker and asset management) or use other products where the custodian bank is also Baader Bank (e.g. OSKAR).

If you have not carried out any tax-relevant transactions in a year, no tax certificate will be issued.

Further information on the subject of taxes can also be found here.