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Ersetzt Finbooks meinen Steuerberater?

A Finbooks substitui o meu consultor fiscal?

¿Finbooks sustituye a mi asesor fiscal?

Finbooks remplace-t-il mon conseiller fiscal ?

Finbooks sostituisce il mio commercialista?

No. Finbooks helps you reconstruct your transactions, calculate tax liabilities and generate the reports needed for your tax return. You can use these reports directly or share them with your tax adviser, who can incorporate them into your overall filing.

This means you start from structured data and documented calculations, rather than rebuilding everything manually across multiple platforms.

Does Finbooks replace my tax adviser?

Finbooks analyses each transaction based on the type of asset involved and applies the appropriate tax treatment according to the rules of your country.

The system reconstructs the history of your operations, calculates capital gains and losses and determines the tax outcome for each tax year. This allows you to understand how your investment activity translates into taxable results.

The calculation logic is continuously updated to reflect changes in tax regulations and reporting requirements.

How are taxes calculated for different types of investments?

Finbooks si aggiorna automaticamente dopo aver collegato una piattaforma?

Finbooks se met-il à jour automatiquement une fois que j'ai connecté une plateforme ?

¿Se actualiza Finbooks automáticamente después de conectar una plataforma?

O Finbooks atualiza-se automaticamente depois de ligar uma plataforma?  

Wird Finbooks automatisch aktualisiert, nachdem ich eine Plattform verbunden habe?

If the platform is connected through an API, Finbooks can refresh the connection and import new transactions automatically.

If the data is imported through a CSV file, new activity will only appear after uploading an updated file exported from the platform.

For blockchain wallets connected through a public address, Finbooks can reload the address and import the new on-chain transactions detected on the network.

Does Finbooks update automatically after I connect a platform?

Kann ich Finbooks nutzen, wenn ich auf mehreren Plattformen investiere?

Posso usar a Finbooks se invisto em várias plataformas?

¿Puedo usar Finbooks si invierto en varias plataformas?

Puis-je utiliser Finbooks si j’investis sur plusieurs plateformes ?

Posso usare Finbooks se investo su più piattaforme?

Yes. Finbooks is built for investors using multiple platforms who need a clear, consolidated view of their tax position.

You can connect brokers, trading accounts, banks, exchanges and crypto wallets to import transactions automatically and bring everything into one dashboard. Finbooks reconstructs your transaction history, identifies transfers between platforms and calculates your overall tax position.

This replaces fragmented data across different services with a single, consistent view from which you can generate tax reports for your return.

Can I use Finbooks if I invest across multiple platforms?

Finbooks automatically analyses the transactions imported from your investment platforms to detect missing data, pricing gaps and inconsistencies between accounts.

The system identifies issues such as missing prices, unmatched transfers or discrepancies in transaction histories and helps reconcile them so the portfolio can be reconstructed correctly.

By resolving these inconsistencies, Finbooks ensures that both your portfolio tracking and tax calculations are based on coherent and complete data.

How does Finbooks detect and fix inconsistencies in portfolio data?

No. The reports serve different purposes, and most users only need to focus on the documents used for their tax return.

The pre-filled tax forms contain the values to be reported in your Self Assessment. The supporting tax reports provide the detailed breakdown of transactions, balances and tax calculations behind those figures.

You do not need to review every report in detail. They are provided so that the calculations can be understood, verified or shared with your accountant or tax adviser if needed.

Do I need to review all the tax reports generated by Finbooks?

No specific tax expertise is required. The documents generated by Finbooks are structured to show both the values reported in your Self Assessment and the data used to calculate them.

Pre-filled tax forms contain the figures needed for your tax return, while the supporting reports explain how those values were derived from transactions, holdings and income.

Each document is also accompanied by explanatory material that helps you understand how to read the reports and how they relate to your Self Assessment.

Do I need tax expertise to understand these documents?

Wodurch unterscheidet sich Finbooks von anderer Steuersoftware?

Em que é que a Finbooks se diferencia de outros softwares de reporte fiscal?

¿En qué se diferencia Finbooks de otros software de reporting fiscal?

En quoi Finbooks est-il différent des autres logiciels de reporting fiscal ?

In cosa Finbooks è diverso dagli altri software di reportistica fiscale?

Finbooks was originally built for crypto, where transactions are high-volume, data is fragmented across platforms and tax rules are complex and evolving. This led to a system designed to reconstruct detailed transaction histories and apply tax rules consistently across multiple sources.

Finbooks applies this approach to the entire portfolio, covering both traditional financial instruments and crypto. It provides a single, structured view of your data and lets you generate consistent, audit-ready tax reports in one place.

How is Finbooks different from other tax reporting software?

Wie funktioniert die kostenlose Testphase?

¿Cómo funciona la prueba gratuita?

Como funciona o período experimental gratuito?

Comment fonctionne l’essai gratuit de 7 jours ?

Come funziona la prova gratuita?

Finbooks gives you 7 days to try the platform for free, with no card details required.

You can connect your investment sources, import transactions, review categories, match transfers and see how Finbooks reconstructs and organises your portfolio data.

How does the free trial work?

To connect a platform, simply select it from the integrations list and follow the connection steps.

Depending on the source, the connection may happen through an API key, a public wallet address or a CSV file export. Once connected, Finbooks imports the available transactions and reconstructs the history of your investment activity.

How do I connect a platform to Finbooks?

Finbooks allows you to start using the platform without paying upfront.

You can create an account, connect your investment sources and import transactions to see how the platform reconstructs your portfolio and tax data.

To download the tax documentation, you will need to activate one of the paid plans. Until then, you can explore the platform and decide whether Finbooks fits your needs.

How does the free version work?

Finbooks connects to the platforms where you hold your investments and imports your transactions into a single environment. Based on these data, the system reconstructs your portfolio and tracks how its value evolves over time.

You can view your portfolio composition, monitor asset prices and analyse performance by tax year. This allows you to understand how your investments evolve and how they contribute to your overall tax position.

How does Finbooks track my portfolio across different platforms?

You can connect most sources where your investments are held or traded.

This includes banks, brokers, trading accounts, crypto exchanges and wallets. Finbooks imports the transactions from these sources and reconstructs the activity of your portfolio in a single place.

If a specific platform is not available as a direct integration, you can still import the data using a CSV file or by adding transactions manually.

What platforms can I connect to Finbooks?

Yes. Finbooks is built around UK tax rules and aligned with HMRC requirements.

The team continuously monitors regulatory changes and updates the platform when reporting forms, calculation rules or obligations change. This keeps your reports aligned with current requirements for the relevant tax year.

This is a core part of the product, ensuring your data and reports can be used to prepare your tax return correctly.

Is Finbooks updated to the tax rules of my country?

Was ist der Unterschied zwischen den Finbooks-Plänen?

¿Cuál es la diferencia entre los planes de Finbooks?

Qual é a diferença entre os planos da Finbooks?

Quelle est la différence entre les offres Finbooks ?

Qual è la differenza tra i piani Finbooks?

All Finbooks plans include the same core functionality.

With any plan you can connect your investment sources, import transactions, monitor your portfolio and generate the tax documentation required for your tax return.

The main difference between the plans is the number of transactions included. This allows investors with different levels of activity to choose the plan that best fits the volume of their operations.

If your investment activity grows and you exceed the transaction limit of your current plan, you can upgrade to a higher plan at any time.

What is the difference between the Finbooks plans?

Kann ich Finbooks auch ohne Steuerkenntnisse nutzen?

Posso usar a Finbooks sem experiência em fiscalidade de investimentos?

¿Puedo usar Finbooks sin experiencia en fiscalidad de inversiones?

Puis-je utiliser Finbooks sans expérience en fiscalité des investissements ?

Posso usare Finbooks senza esperienza in materia fiscale sugli investimenti?

Yes. Finbooks is designed to guide you through the process, even if you have no experience with investment tax. The platform reconstructs your transactions, calculates your tax position and generates the reports needed for your tax return. You can use these reports directly or share them with your tax adviser, who can incorporate them into your overall filing. 

Can I use Finbooks without experience in investment tax?

If you need help while using Finbooks, you can rely on a support team familiar with both the platform and the tax aspects of investment reporting.

You can receive assistance with technical questions about the platform, help resolving complex cases related to your transactions or portfolio data, and guidance on how to interpret the reports generated by the system.

This allows you to use the platform with confidence even when your investment history includes complex or unusual situations.

What kind of support can I get if I have questions while using Finbooks?

After connecting a platform, you can review the imported transactions directly inside Finbooks.

Each connection has its own transaction list, where you can verify imported operations, identify transfers between platforms and adjust classifications if needed before generating tax reports.

How can I check that the transactions were imported correctly?

You can enter your discount code during the checkout process.

On the checkout page you will find a dedicated field where you can insert the code and apply it. Once applied, the updated price will be displayed before completing the payment.

Where can I enter a discount code?

Yes. If you have already purchased another software to calculate or report your investments, Finbooks offers a switching refund.

Activate a Finbooks plan and send us proof of purchase of the previous software. After verification, we will refund up to 100% of the cost you already paid.

This allows you to switch to Finbooks without paying twice for the same tax year.

I already purchased another tax software. Can I switch to Finbooks for free?

Sind die Integrationen sicher?

As integrações são seguras? 

¿Son seguras las integraciones?

Ces compléments alimentaires sont-ils sans danger ?

Le integrazioni sono sicure?

Yes. Finbooks imports data without requiring access to private keys or the ability to move funds.

Connections are typically made through read-only API keys, public blockchain addresses or exported transaction files. This means Finbooks can analyse your transactions but cannot execute operations or access your assets.

Are integrations secure?

Finbooks può aiutarmi a pianificare le operazioni per ridurre il mio carico fiscale?

¿Puede Finbooks ayudarme a planificar operaciones para reducir mi carga fiscal?

Finbooks peut-il m'aider à planifier des opérations afin de réduire ma charge fiscale ?

O Finbooks pode ajudar-me a planear transações para reduzir a minha obrigação fiscal?

Kann Finbooks mir dabei helfen, Transaktionen so zu planen, dass sich meine Steuerlast verringert?

Yes. Finbooks includes tax optimisation tools that allow you to simulate the tax impact of potential transactions before executing them.

You can analyse how selling specific assets would affect your tax position for the current tax year and evaluate strategies such as realising losses to offset gains. These simulations help you understand the potential tax consequences of your decisions before completing a transaction.

This allows you to plan your investment activity more consciously and avoid unexpected tax outcomes at the end of the tax year.

Can Finbooks help me plan transactions to reduce my tax liability?

If a platform is not available as a direct integration, you can still import the data.

Most platforms allow you to export your transaction history as a CSV file, which can be uploaded into Finbooks following the provided format. If needed, you can also add transactions manually to complete the history of your portfolio.

This ensures that your investment activity can still be reconstructed even when a direct integration is not available.

What if my platform is not listed among the integrations?

Wie lauten die Rückerstattungsbedingungen?

Qual é a política de reembolso?

¿Cuál es la política de reembolso?

Quelle est la politique de remboursement ?

Qual è la politica di rimborso?

If Finbooks does not meet your needs, you can request a refund within 14 days from the subscription date by contacting our support team.

Please note that downloading the tax reports cancels the right to a refund, as this means the service has been fully used.

If you request a refund, we may ask for feedback about your experience so we can continue improving the platform.

What is the refund policy?

Pre-filled tax forms contain the values that need to be reported in your Self Assessment tax return. They organise the relevant figures according to the structure required for tax reporting.

Supporting tax reports explain how those values were calculated. They include detailed information on transactions, holdings, income and tax outcomes so that the figures reported in your Self Assessment can be understood and documented.

In practice, the pre-filled forms are used to complete your tax return, while the supporting reports provide the detailed breakdown behind those numbers.

What is the difference between pre-filled tax forms and supporting tax reports?

Umfassen die Steuerunterlagen sowohl traditionelle Anlagen als auch Krypto-Vermögenswerte?

Os documentos fiscais incluem tanto investimentos tradicionais como ativos criptográficos?

¿Los documentos fiscales incluyen tanto las inversiones tradicionales como los criptoactivos?

Les documents fiscaux couvrent-ils à la fois les placements traditionnels et les crypto-actifs ?

I report fiscali includono sia gli investimenti tradizionali che le criptovalute?

Yes. Finbooks generates tax documents covering both traditional financial instruments and crypto assets.

The reports organise the values needed for your Self Assessment tax return (SA100), including gains, income and other taxable results derived from your investments. The supporting reports show the detailed breakdown of transactions, balances and tax calculations behind those figures.

This allows both traditional investments and crypto activity to be reconstructed and documented in a consistent way when preparing your Self Assessment.

Do the tax documents include both traditional investments and crypto assets?

Welche Steuerdokumente erstellt Finbooks für meine Steuererklärung?

Que documentos fiscais a Finbooks gera para a minha declaração de IRS?

¿Qué documentos fiscales genera Finbooks para mi declaración de la renta?

Quels documents fiscaux Finbooks génère-t-il pour ma déclaration de revenus ?

Quali documenti fiscali genera Finbooks per la dichiarazione dei redditi?

Finbooks generates the tax documentation needed to report your investment activity in your Self Assessment tax return.

This includes tax-ready reports containing the values required for your Self Assessment, together with supporting tax reports explaining how those figures were calculated. These reports provide detailed information on balances, transactions and tax outcomes so that the numbers included in your tax return can be understood and documented.

The documents can be used directly when preparing your Self Assessment or shared with your accountant or tax adviser.

What tax documents does Finbooks generate for my Self Assessment?

Cosa succede se raggiungo il limite di transazioni previsto dal mio piano?

Que se passe-t-il si j'atteins la limite de transactions de mon forfait ?

¿Qué ocurre si alcanzo el límite de transacciones de mi plan?

O que acontece se atingir o limite de transações do meu plano?

Was passiert, wenn ich das Transaktionslimit meines Tarifs erreiche? 

If the number of transactions imported into your account exceeds the limit of your current plan, you can upgrade to a higher plan.

Upgrading allows Finbooks to process the additional transactions and continue reconstructing your portfolio and tax calculations without interruption.

You can upgrade your plan at any time directly from your account.

What happens if I reach the transaction limit of my plan?

The NextGen plan is designed for young investors who are starting to invest and want to manage the tax aspects of their activity.

It is available to users under 26 who hold a relatively small crypto portfolio. The plan remains free as long as the eligibility conditions related to age and portfolio size are met.

If these limits are exceeded, you can simply upgrade to one of the standard Finbooks plans and continue using the platform without interruption.

What is the NextGen plan and who can use it?

Kann ich die Steuerunterlagen von Finbooks direkt an meinen Buchhalter oder Steuerberater weiterleiten?

Posso partilhar os documentos fiscais do Finbooks diretamente com o meu contabilista ou consultor fiscal?

¿Puedo compartir los documentos fiscales de Finbooks directamente con mi contable o asesor fiscal?

Puis-je partager directement les documents fiscaux de Finbooks avec mon comptable ou mon conseiller fiscal ? 

Posso condividere i documenti fiscali di Finbooks direttamente con il mio commercialista o CAF? 

Yes. The documents generated by Finbooks are designed to be used either directly for your Self Assessment or shared with your accountant or tax adviser.

Pre-filled tax forms contain the values needed for your tax return, while the supporting tax reports provide the detailed breakdown of transactions, balances and tax calculations behind those figures.

This allows your accountant or tax adviser to review the numbers, understand how they were calculated and integrate them into your overall tax return if needed.

Can I share Finbooks tax documents directly with my accountant or tax adviser?

Wie funktioniert Finbooks?

Como funciona a Finbooks?

¿Cómo funciona Finbooks?

Comment fonctionne Finbooks ?

Come funziona Finbooks?

Finbooks is a platform designed to help you monitor your investments and manage their tax treatment.

You can connect brokers, trading accounts, banks, exchanges and crypto wallets to automatically import your transactions and obtain a complete view of your portfolio and its tax position. Based on these data, Finbooks reconstructs the history of your transactions, calculates the tax position of your investments and generates the tax documentation needed for your tax return.

This documentation includes tax-ready reports and supporting tax reports that show how the values reported in the tax return are calculated. 

What does Finbooks do?

The information on this website is provided for general informational purposes only. It should not be considered professional advice from Finbooks. Finbooks does not act as a financial adviser. You should seek independent legal, financial, tax, or other professional advice to determine how the information on this website applies to your specific circumstances. Finbooks is not responsible for any loss incurred, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly through this website.

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Insights and regulatory updates to help you stay compliant.

Tax updates for investors 📬

Die auf dieser Website enthaltenen Informationen dienen ausschließlich allgemeinen Informationszwecken und stellen keine professionelle Beratung durch Finbooks dar. Finbooks tritt nicht als Finanzberater auf. Es wird empfohlen, unabhängige rechtliche, finanzielle, steuerliche oder sonstige professionelle Beratung einzuholen, um zu beurteilen, wie die auf dieser Website bereitgestellten Informationen auf deine individuelle Situation anzuwenden sind. Finbooks übernimmt keine Haftung für Verluste, die aus Fahrlässigkeit oder aus anderen Gründen entstehen und direkt oder indirekt aus der Nutzung oder dem Vertrauen auf die bereitgestellten Informationen resultieren.

Die wichtigsten Steuer- und Regulierungsupdates direkt in dein Postfach.

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