Account and portfolio management
Every client - recipient of an interest yield - is obliged to include trading gains in his/her tax base.
Every year, Patria Finance prepares well-arranged documentary input for your tax return. Apart from gains or losses for a specified accounting period, you will also find there other valuable data from your account (the statement of dividend payouts, the amount of fees paid, or cost of custody), which are a necessary component in the process of filing a tax return. Included is also basic information about taxing securities.
Filing your tax return with our assistance will speed things up!