Investment taxes without the stress
Import your trades from Interactive Brokers and XTB, we calculate your tax and health-insurance contributions under Slovak law and prepare everything you need for your tax return.
Actively in development · beta version
Supported platforms
Interactive Brokers
Available
XTB
Available
Binance
In preparationMore platforms (DEGIRO, Revolut, Trading 212) coming later
Everything you need
One tool for all your investment tax obligations
Import from broker platforms
Upload a Flex Query XML from Interactive Brokers or the account history from XTB – trades, dividends and withholding tax are read automatically. Anything else you can add by hand.
ECB exchange rates automatically
Under §31 you choose whether trades are converted at the ECB (NBS) reference rate on the transaction date, or at the annual average rate. We fetch the rates automatically.
Calculated under Slovak law
Dividends under §51e at 7% with foreign withholding tax credited, sales of stocks, ETFs and crypto under §8 at 19% / 25%, plus health-insurance contributions.
Export your documents
Download a PDF with your trade summary and the full calculation – the supporting document for the annex to the type-B tax return.
How it works
Three steps to a complete tax calculation
Import your trades
Upload a Flex Query XML from Interactive Brokers or the account history from XTB. Trades, dividends and withholding tax are read automatically – and you can add or edit individual trades by hand at any time.
Review the calculation
Trades are matched using FIFO, the one-year holding test and the €500 exemption are applied, and we calculate your taxable base, tax and health-insurance contributions – itemised so you can see where every number comes from.
Download your report
Lock the calculation and download the PDF to use when completing your type-B tax return.
Transparent pricing
Start free. You pay only when you need more locked returns.
Free
For individual investors
- 2 broker accounts
- 3 locked returns per year
- §51e, §8 and health-insurance calculation
- PDF export
Accountant
For accountants and tax advisors
- Unlimited broker accounts
- 20 locked returns per year
- Client name and tax ID on the PDF
- Top-up packs available
- Priority support
Accountant Plus
For full-time accounting practices
- Everything in Accountant
- Unlimited returns (fair use)
- Multi-client dashboard
- Bulk export
Prices include VAT and are billed annually. Draft calculations are always unlimited – only locked returns count towards your quota.
Frequently asked questions
Answers to the most common questions about investment taxation in Slovakia
Do I have to pay tax on dividends from foreign stocks?
Yes. Dividends are taxed in a separate tax base under §51e of the Income Tax Act at 7%, regardless of which country they come from – the 35% rate applies only to dividends from non-cooperating states, which do not include the USA. Tax withheld abroad (e.g. 15% on US dividends with a W8BEN on file) is credited under §45 separately for each country. Dividends are exempt from health-insurance contributions.
How are stock and ETF sales taxed?
Income from the sale of securities is taxable under §8 of the ITA. Trades are matched using FIFO and the tax base is the difference between the sale and acquisition price converted to EUR. Securities admitted to trading on a regulated market and held for more than a year are exempt under §9(1)(k); the remainder gets the €500 exemption and the 19% / 25% rate. Losses cannot be netted across asset classes (§8(9)).
Which exchange rate should I use for foreign currency conversion?
Under §31 of the Income Tax Act you have a choice: either the ECB reference rate (published by NBS) valid on the transaction date, or the annual average rate for the calendar year. The choice must be applied consistently for the whole tax period. In Taxify you switch between the two when running the calculation, and we fetch the rates automatically.
Does Taxify work with brokers other than IBKR?
Yes. Automatic import is available from Interactive Brokers (Flex Query XML) and from XTB (the xStation 5 account history in XLSX format). Trades from other platforms can be entered and edited manually. Binance import is in preparation; further brokers (DEGIRO, Revolut, Trading 212) are planned for later.
Is my financial data safe?
Yes. Your data is stored encrypted on servers within the EU. We do not sell or share your financial data with third parties. See our Privacy Policy for details.
Does Taxify replace a tax advisor?
No. Taxify is a tool that helps you calculate your investment tax liability and prepare supporting documents. We do not take responsibility for the correctness of your tax return – for complex cases, we recommend consulting a qualified tax advisor.
Do you calculate health-insurance contributions too?
Yes. From the §8 tax base (all asset classes, after the €500 exemption) we also calculate health-insurance contributions at the rate applicable to the tax period – 14% up to 2024, 15% for 2025 and 16% from 2026. Dividends under §51e are exempt from health-insurance contributions.
How do you tax cryptocurrencies?
Crypto is calculated within §8 at the same 19% / 25% rate as other asset classes and is included in the health-insurance base. Neither the €500 exemption nor the one-year holding test applies to it. Crypto taxation in Slovakia has changed repeatedly, so we take the conservative reading and flag that uncertainty in the app whenever your calculation contains crypto trades.
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