Instructions

1. 1

   Log in to Client Portal at interactivebrokers.com.

2. 2

   Open Performance & Reports → Flex Queries in the menu.

3. 3

   Create a new Activity Flex Query: in the sections, select Trades, Cash Transactions (dividends and withholding tax) and Corporate Actions.

4. 4

   Choose XML as the format and set the period to the full tax year (1 Jan – 31 Dec).

5. 5

   Run the query and download the generated XML file.

6. 6

   Upload the file to Taxify – we take care of the rest automatically.

Alternatively you can use an Activity Statement (Performance & Reports → Statements) in CSV format. The Flex Query contains more complete data, so we recommend it.

1. 1

   Log in to the xStation 5 platform.

2. 2

   Open Account History in the bottom panel.

3. 3

   Set the period to the full tax year (1 Jan – 31 Dec).

4. 4

   Click the export icon and choose XLSX or CSV format.

5. 5

   Keep the downloaded file – you'll upload it to Taxify once XTB import launches.

XTB import is in active development. You can download your statement now and import it as soon as it launches.

1. 1

   Log in at binance.com and open Orders → Transaction History.

2. 2

   Click Export Transaction Records (top right).

3. 3

   Set the date range to the full tax year (you may need to export by quarters).

4. 4

   Generate and download the CSV file.

5. 5

   Keep the downloaded file – you'll upload it to Taxify once Binance import launches.

Binance limits the number of export requests per month – we recommend exporting the whole year at once.