Every year, we provide you with a tax statement for you to easily fill out your tax report. If you are using eTax, you can even declare your Inyova portfolio by just uploading the tax statement. The following information is contained in your tax statement:
Page 1: Introduction
On the cover page, you will find general information about your Inyova tax statement and brief instructions on how to submit it.
Page 2: Overview
This page contains all the information you need to fill in the tax report. Here you can find our step-by-step guide showing you how to fill in your tax report.
Page 3 and 4: Bank accounts
On this page, you can find information regarding your account, such as your IBAN (page 3) or account number (page 4). If you also have kids accounts, the information for the main account will be provided first, followed by the values for the Kids account(s) on the following pages.
On the following pages, you can see all the shares that you had in your portfolio during the tax year. For each company, you can see how many shares were bought and sold, at what time and at what price. If some of the companies in your portfolio pay dividends, you can also see how many dividends you received from each company. Depending on your portfolio, there can be many different shares. Don't worry, you don't have to declare all of the shares individually for your taxes. You only need the values on page 2 for your tax report.