From version 2.51.0 or automatically in the web app, automatic taxes for dividends are included in getquin.
FAQ
Can different allowances be entered for different years? No, currently the allowance entered automatically applies to all previous years. However, it is not possible to create different allowances for individual years.
Can I choose a different currency for the allowance than my default currency?
No, this is not possible.Will previously recorded taxes be overwritten?
No, if you have previously recorded taxes manually, these transactions will not be overwritten when the tax function is activated!I pay different withholding taxes on my dividends. How can I display this?
The tax function only deals with capital gains taxes and the corresponding tax rate and does not refer to withholding taxes. If you have paid additional taxes on a dividend through withholding taxes or similar, you must add these manually.
The option to activate automatic taxes can be found in the portfolio settings.
The tax rate entered automatically applies to all portfolios.
Individual allowances can be activated in the respective portfolios.
If no allowance is entered, the portfolio is treated as if there were no allowance and all dividends are fully taxed.
As soon as the tax-free amount is exceeded, the taxes on dividends are also displayed accordingly in the total performance and offset in the total return.
A tax value is automatically entered in the transactions when the taxes are activated. However, this tax value is ignored until the tax-free amount is exceeded and has no effect on the return.