{"id":10248,"date":"2020-10-16T13:18:59","date_gmt":"2020-10-16T11:18:59","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=10248"},"modified":"2026-06-18T11:35:39","modified_gmt":"2026-06-18T09:35:39","slug":"order-of-a-withholding-tax-certificate","status":"publish","type":"steuern","link":"https:\/\/www.captrader.com\/en\/steuern\/bestellung-einer-quellensteuerbescheinigung\/","title":{"rendered":"Ordering a withholding tax certificate"},"content":{"rendered":"<p class=\"wp-block-paragraph\">A tax voucher is used to order a certificate for the withholding tax paid. This is an informal confirmation from the broker\/bank that you have duly paid all withholding tax to the relevant tax authority. At CapTrader, you can request a tax certificate for withheld capital gains tax on corporate actions or fund distributions via your account management (Client Portal) (path: Reports &gt; Tax forms).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The preparation of the certificate is subject to a fee. The following fees per securities position are due in the event of an application:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>German stocks: \u20ac30<\/li>\n\n\n\n<li>French stocks: \u20ac125<\/li>\n\n\n\n<li>Swiss shares: 0 CHF<\/li>\n\n\n\n<li>Austrian shares: \u20ac 0<\/li>\n\n\n\n<li>Spanish shares: 50 \u20ac<\/li>\n\n\n\n<li>Norwegian shares: NOK 0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Belgian shares: \u20ac 0<\/li>\n\n\n\n<li>British shares: 0 GBP<\/li>\n\n\n\n<li>Danish shares: DKK 0<\/li>\n\n\n\n<li>Italian shares: \u20ac25<\/li>\n\n\n\n<li>Swedish shares: SEK 0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Special features<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list styled-list\">\n<li class=\"anchor-target\">Canadian Shares: Free of charge.<br>Here the <a href=\"https:\/\/www.captrader.com\/en\/taxes\/w8-form-2\/#kanadischeNR4\">Tax Voucher<\/a> created automatically. You can find this in your Client Portal under &gt; Reports &gt; Taxes.<\/li>\n\n\n\n<li>Israeli shares: Free of charge.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Note: The fee for the creation of a tax voucher will be deducted directly from your securities account balance. In the account statement, you will then find the entry in the category \"&gt; Fees\".<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How do I apply for a withholding tax certificate with CapTrader?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use your user name and password to log in to the <a href=\"https:\/\/www.clientam.com\/sso\/Login?partnerID=CapTrader1_mig\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Client Portal<\/a> in. Click on &gt; <strong>Performance &amp; Reports<\/strong> und dann auf &gt; <strong>Tax documents<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then go to the &gt; <strong>Dividend voucher<\/strong> as follows:<br>1. select the year for the certificate.<br>2. select the country of the security issuer.<br>3. click on Request dividend voucher.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will now see the items for which a withholding tax certificate is available. The system will already inform you whether a request is appropriate. If the fee of, for example, EUR 30 exceeds the dividend amount paid, the option to request a certificate is automatically hidden.<br>Select via click on &gt; <strong>Request<\/strong> Select any available positions and confirm your selection by clicking &gt;<strong> Next<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Finally, you will see an overview of the items for which you want to apply for a withholding tax certificate.<br>Now check the box to agree to the fees and complete the process by clicking &gt; <strong>Next<\/strong> from.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Of course, we are here in advance for questions gladly available!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Notes<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The preparation of withholding tax certificates usually takes a processing time of 4-6 weeks.<\/li>\n\n\n\n<li>If a company has made several distributions or dividend payments per year, separate withholding tax certificates must be issued for these.<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Die Bestellung einer Bescheinigung f\u00fcr die abgef\u00fchrte Quellensteuer erfolgt \u00fcber den sogenannten Tax Voucher. Dabei handelt es sich um eine formlose Best\u00e4tigung des Brokers\/Bank, dass Sie die gesamte Quellensteuer ordnungsgem\u00e4\u00df an die zust\u00e4ndige Finanzbeh\u00f6rde abgef\u00fchrt hat. Bei CapTrader k\u00f6nnen Sie sich \u00fcber Ihre Kontoverwaltung (Client Portal) eine Steuerbescheinigung zu einbehaltenen Kapitalertragsteuern bei Kapitalma\u00dfnahmen oder Fondsaussch\u00fcttungen [&hellip;]<\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-10248","steuern","type-steuern","status-publish","hentry"],"acf":{"blog_summary":"","blog_faq_schalter":"nein","faq_uberschrift":"","blog_faq_loop":null},"_links":{"self":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/steuern\/10248","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/steuern"}],"about":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/types\/steuern"}],"version-history":[{"count":1,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/steuern\/10248\/revisions"}],"predecessor-version":[{"id":67363,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/steuern\/10248\/revisions\/67363"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=10248"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}