Scalable Capital AT Tax Report

Austrian taxes for investments are hard and making mistakes is very easy, for this reason I created a simple Python script which parses the data of the Scalable Capital API for an ETF and calculates all the needed information for filing the yearly tax return (E1kv).

Usage

Create a configuration file in .json format with the following information (the filename must start with config):

{
  // Date ranges in which you want to compute the report.
  "start_date": "01/01/2023",
  "end_date": "31/12/2023",
  // Data from the OEKB website for your ETF
  "oekb_report_date": "17/08/2023",
  "oekb_distribution_equivalent_income_factor": 0.8649,
  "oekb_taxes_paid_abroad_factor": 0.0723,
  "oekb_adjustment_factor": 0.7609,
  "oekb_report_currency": "USD",
  // The quantity and previously computed moving average price at the 31st december
  // of the previous year.
  "starting_quantity": 8.591,
  "starting_moving_avg_price": 27.927
}

Go to your Scalable Capital asset and in the network tab copy the response of the call to https://de.scalable.capital/broker/api/data where the request includes in the body the operationName named moreTransactions. You must copy the response in a .json file with the name starting with data.
Launch the script by specifying the path of the folder containing both config and data jsons.
```
python src/scalable_capital/main.py path/to/config/folder
```

TODOs

There are still a few todos for the script:

Add support for handling capital gains derived from selling.
Add support for fetching OEKB data directly from their API.
Add support for multiple reportings in a year.

iambriccardo/scalable-capital-at-tax-report

Scalable Capital AT Tax Report

Usage

TODOs