{"id":5633,"date":"2020-08-11T09:36:02","date_gmt":"2020-08-11T07:36:02","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=5633"},"modified":"2026-06-24T13:06:43","modified_gmt":"2026-06-24T11:06:43","slug":"withholding-tax-pre-reduction-at-captrader","status":"publish","type":"steuern","link":"https:\/\/www.captrader.com\/en\/steuern\/quellensteuer-vorabreduzierung-bei-captrader\/","title":{"rendered":"How does the withholding tax advance reduction work at CapTrader?"},"content":{"rendered":"<h3 class=\"wp-block-heading\">USA<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For the USA, the <a href=\"https:\/\/www.captrader.com\/en\/w8-form\/\" target=\"_blank\" rel=\"noreferrer noopener\">W8-BEN form<\/a> Application. Here, an advance reduction of 30 % from 15 % for Ordinary Dividends for shares and ETFs applies for a dividend receipt due to the double taxation treaty.<br><strong>Important:<\/strong> Every securities account opened with CapTrader (private or corporate) has the W8-BEN form already filled in automatically in the account application. So there is no need to apply for the W8-BEN form separately here. However, you will be asked from time to time to update your tax relevant data.<br><strong><br>Exceptions:<\/strong> Further information on how to <a href=\"https:\/\/www.captrader.com\/en\/taxes\/w8-form\/\">Fill out W8 form<\/a>, find it on our overview page.<\/p>\n\n\n<ul class=\"wp-block-list\">\n<li>Dividends from limited partnerships (LPs) and master limited partnerships (MLPs) are subject to 39.6 % withholding tax deduction.<\/li>\n\n\n\n<li>Return of capital from REITS (non-ordinary dividends) may be subject to different rates depending on the type of structure.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">AUSTRALIA, CANADA &amp; ISRAEL<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For these three countries an advance reduction is also possible at CapTrader. For Australia this is a reduction from 30 % to 15 %, for Canada from 25 % to 15 % and for Israel from 30 % to 10 % via the&nbsp;<strong>CRS Individual form (see below).<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Exceptions:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Australia: certain dividends (e.g. franked dividends and conduit income) are not subject to withholding tax, so a rate of 0 % is applied.<\/li>\n\n\n\n<li>Canada: REITs in the legal form of a trust (often identifiable by the symbol ending with \"UN\" in the TWS) distribute so-called \"other income\" to which a non-reducible rate of 25 % applies.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">GUIDE TO OBTAINING WITHHOLDING TAX REDUCTIONS - INSTRUCTIONS.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">First of all, the <a href=\"https:\/\/www.captrader.com\/en\/grant-trade-clearance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Trading authorizations for shares<\/a> of the corresponding country must be requested. Then the account management (Client Portal) automatically determines that the tax forms need to be updated:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"128\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-1024x128.png\" alt=\"\" class=\"wp-image-5645\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-1024x128.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-300x38.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-768x96.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-200x25.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-400x50.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-600x75.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4-800x100.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/csm_CRS_Formular_3_261a8056a4.png 1120w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Provided that the trade authorizations are already in place, you can also complete your tax forms afterwards.<br>To do this, please first check if there is an open item (Pending Item) under the bell icon on the top right. If this is not the case, please go to the account settings and click there on the blue \"i\" symbol in front of your name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There you will see the \"CRS Tax Form\" (in English \"CRS Individual\") in blue letters:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"449\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-1024x449.png\" alt=\"\" class=\"wp-image-11792\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-1024x449.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-300x131.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-768x337.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-200x88.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-400x175.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-600x263.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-800x351.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1-1200x526.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren1.png 1472w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"677\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-1024x677.png\" alt=\"German W8 form with fields for personal and professional information, with the &quot;Update Tax Forms&quot; button at the bottom.\" class=\"wp-image-11793\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-1024x677.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-300x198.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-768x508.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-200x132.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-400x264.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-600x397.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-800x529.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2-1200x793.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren2.png 1472w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After you click on \"CRS tax form\", you need to click on the button &gt; Update tax forms at the bottom. After that, please go through the general personal data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The W8-BEN form for U.S. Withholding Tax Advance Reduction will then appear and must be signed again.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"356\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-1024x356.png\" alt=\"Screenshot of a German W8 form interface with a highlighted text field for entering authorized person or company information, date fields on the right and a &quot;Next&quot; button indicating continuation to the next one\" class=\"wp-image-11799\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-1024x356.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-300x104.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-768x267.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-200x70.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-400x139.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-600x209.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-800x278.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2-1200x417.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren5-2.png 1472w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Another form for \"Self-disclosure of tax residency\" then appears. If you scroll down here, you will see \"CRS-Individual\" at the bottom right. Part 8 is then relevant in this form:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"819\" height=\"637\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular.jpeg\" alt=\"\" class=\"wp-image-5651\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular.jpeg 819w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular-300x233.jpeg 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular-768x597.jpeg 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular-200x156.jpeg 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular-400x311.jpeg 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular-600x467.jpeg 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/08\/CRS_Formular-800x622.jpeg 800w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now confirm the process with your virtual signature and click the &gt;OK button to finish.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-1024x469.png\" alt=\"Website interface with a successful submission message for a W8 form update in German, with an &quot;OK&quot; button for confirmation.\" class=\"wp-image-11797\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-1024x469.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-300x137.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-768x352.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-200x92.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-400x183.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-600x275.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-800x366.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6-1200x549.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2021\/10\/captrader_client_portal_w8_aktualisieren6.png 1472w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>","protected":false},"excerpt":{"rendered":"<p>USA F\u00fcr die USA findet das W8-BEN-Formular Anwendung. Hier gilt f\u00fcr einen Dividendenerhalt aufgrund des Doppelbesteuerungsabkommens eine Vorabreduzierung von 30 % von 15 % f\u00fcr Ordinary Dividends bei Aktien und ETFs.Wichtig: Jedes bei CapTrader er\u00f6ffnete Depot (Privat- oder Firmendepot) hat das W8-BEN-Formular im Kontoantrag automatisch bereits ausgef\u00fcllt. Es ist hier also keine separate Beantragung des [&hellip;]<\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-5633","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\/5633","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\/5633\/revisions"}],"predecessor-version":[{"id":67522,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/steuern\/5633\/revisions\/67522"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=5633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}