OUR COMPLETE SOLUTION FOR SECURITIES ACCOUNTING
As a German corporation, you must correctly value and book all business transactions relating to the capital market for tax purposes. Up to now, this has usually been done by your tax advisor in time-consuming individual work. This work is often cost-intensive and error-prone. We have now worked together with our Cooperation partner fintegra the automated posting tool "Wave" developed (Wert papers automatized vebooking). In contrast to existing, similar service providers, this service is supported directly by us, giving you several advantages:
- No document uploadsWe take over the delivery of all tax-relevant transactions for you
- No post-processing costsExpensive, subsequent tax consultant hours to integrate the reports into your financial accounting are not necessary
- No problems with complex transactionsSignificantly higher booking quality through additional expertise directly from CapTrader, especially for short selling, corporate actions and futures transactions
OUR OFFER
Contact fintegra directly for a non-binding consultation - you will be called back promptly. You can then book Wave and don't have to do anything else. We take care of the delivery, organization and structuring of your trades and other business transactions.
In an initial meeting with fintegra, you and your tax advisor define your individual requirements: the evaluations can be delivered both in Excel files and in DATEV format. We also support all standard posting methods and charts of accounts. You only pay for reports that you actually need (e.g. overview of withholding tax reclaim, income statement for tax-reduced ETFs, etc.) and only to the extent of your actual number of transactions. So if you have traded less, you will also pay less.
Fintegra processes all regular business transactions - you and your tax advisor therefore have hardly any work to do when booking your CapTrader securities account.
If you are interested, please arrange a non-binding consultation with our partner fintegra. Dr. Müller and his team will call you back shortly to arrange an appointment.
COST OVERVIEW
Below you will find an overview of the annual costs you will incur when booking fintegra tax reporting. All prices are exclusive of VAT.
| Module | Price | Remark |
|---|---|---|
| Onboarding flat rate | 0 € (instead of 300 €) | One-off, CapTrader covers these costs when the contract is concluded |
| Basic module | 1.200 € | Complete tax accounting & income statement for up to 500 transactions per year |
| Extension module "Vieltrader" | 2 € per transaction | Costs from the 501st transaction up to 2,500 transactions, beyond that according to individual agreement |
| Additional module Investment Tax Act | 250 € | Necessary for profits or dividends from ETFs and funds |
| Additional module withholding tax | 200 € | Determination of the creditable withholding tax on the basis of the maximum creditable rates |
| Additional module for export during the year | 150 € | Necessary for multiple reporting per financial year |
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