The overview you see in DEGIRO is not what you need to report
Most investors think that the performance and annual overview they see in DEGIRO is enough to file their tax return correctly.
In reality, that’s not the case.
Different instruments and markets in DEGIRO don’t share the same UK tax rules. On top of that, the figures shown in your account are not a UK tax calculation.
Relying on the DEGIRO overview alone can easily lead to errors in your tax return.
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Everything you need for your DEGIRO tax return
Finbooks automatically imports your DEGIRO history, reconstructs your activity and calculates capital gains, losses and investment income in line with HMRC rules.
Moreover, you can download and keep detailed supporting documentation, so you can clearly see how each gain, loss and income stream has been calculated and keep a complete record of your DEGIRO tax position.
From DEGIRO to your Self Assessment
Log in to your DEGIRO account, select the Account Statement and change the start and end dates so they cover your full available account history. Once the period is set, click on the export icon, choose the CSV format and download the file to your device. Finally, upload this CSV file to Finbooks by creating a new DEGIRO connection or updating an existing one.
Import your DEGIRO account into Finbooks. The software reconstructs your transactions, distinguishing between different types of financial instruments and calculating capital gains, capital losses and dividends.
Finally, Finbooks generates a complete set of tax-ready reports for your Self Assessment, together with detailed supporting documentation explaining every calculation. Use them yourself or share them with your accountant.
