Investment taxes without the stress
Import your trades from Interactive Brokers, XTB and other platforms, we calculate your tax and health-insurance contributions under Slovak law and prepare everything you need for your tax return.
We plan the launch for 1 November 2026 · we are finishing the application
Supported platforms
More platforms (Binance, DEGIRO, Revolut) are planned
Everything you need
One tool for all your investment tax obligations
Import from broker platforms
Upload a Flex Query XML from Interactive Brokers or the account history from XTB – trades, dividends, interest, coupons and withholding tax are read automatically. Anything else you can add by hand.
ECB exchange rates automatically
Under §31 you choose whether trades are converted at the ECB (NBS) reference rate on the transaction date, or at the annual average rate. We fetch the rates automatically.
Calculated under Slovak law
Dividends under §51e at 7 % with a credit for the foreign withholding tax, interest and coupons from abroad under §7 at 19 %, the sale of shares, ETFs and crypto under §8 at the progressive rate of the year (19 % / 25 % up to 2025, four bands of 19 – 35 % from 2026), plus health contributions.
Export your documents
Download a PDF with your trade summary and the full calculation – the supporting document for the annex to the type-B tax return.
How it works
Three steps to a complete tax calculation
Import your trades
Upload the Flex Query XML from Interactive Brokers or the account history from XTB. We read the trades, the dividends, the interest and the withholding tax automatically. You add or edit anything else by hand.
Review the calculation
We match the trades with the FIFO method, and for shares and ETFs we apply the one-year holding test and the 500 € exemption. We tax the dividends under §51e with a credit for the foreign withholding tax, and the interest and coupons under §7. You choose the ECB rate, we calculate the tax and the health contributions, and you see how every number arose.
Download your report
First add the unmatched trades — the lock refuses the report without them. Then you lock it and download the PDF for the annex of the Type B return. The lock is final, and the trades of that year must fit the limit of your plan.
Transparent pricing
Start free. You pay when you trade more.
For an investor who calculates the tax bases of the own investments – for the own tax return or for the accountant.
Starter
For small and new investors
- 30 trades per tax year
- 2 broker accounts
- Import from available brokers
- §51e, §7, §8 and health-insurance calculation
- PDF export of the Annex to the Type-B return
Investor
For active investors
- Everything in Starter
- 150 trades per tax year
- Unlimited broker accounts
- History of the locked returns
- Priority support
Trader
For very active traders
- Everything from the Investor plan
- An unlimited number of trades
- An unlimited number of broker accounts
- Automatic Flex Query synchronization
Accountant
For accountants and tax advisors
First-year price, then €199 / year
- 10 clients plus your own accounts
- Unlimited trades and accounts
- Client management on one screen
- A separate return for each client
- Client name and tax ID on the PDF
- Priority support via email and phone
Accountant Plus
For full-time accounting practices
First-year price, then €399 / year
- Everything in Accountant
- 50 clients plus your own accounts
- Bulk export
The prices include VAT and we bill them yearly. You order a paid plan in the application and we send you a proforma invoice by e-mail — you pay by bank transfer and you need no credit card. A calculation in progress is always unlimited — only the trades with a date in the given tax year count.
Frequently asked questions
Answers to the most common questions about investment taxation in Slovakia
Do I have to pay tax on dividends from foreign stocks?
Yes. Dividends are taxed in a separate tax base under §51e of the Income Tax Act at 7%, regardless of which country they come from – the 35% rate applies only to dividends from non-cooperating states, which do not include the USA. Tax withheld abroad (e.g. 15% on US dividends with a W8BEN on file) is credited under §45 separately for each country. Dividends are exempt from health-insurance contributions.
How are stock and ETF sales taxed?
Income from the sale of securities is income under §8 of the Income Tax Act. We match the trades with the FIFO method, and the tax base is the difference between the sale price and the acquisition price converted to EUR. Securities admitted to a regulated market and held for more than one year are exempt under §9 (1) (k); the rest gets the 500 € exemption and the progressive rate of the year — two bands of 19 % and 25 % up to 2025, and four bands of 19 %, 25 %, 30 % and 35 % from 2026. Losses do not net across asset classes (§8 (9)).
Which brokers do you support?
Yes. The automatic import is available from Interactive Brokers (Flex Query XML) and from XTB (the account history of xStation 5 in the XLSX or the CSV format). You can enter and edit the trades of the other platforms by hand. We are preparing the Trading 212 import now, and more platforms (Binance, DEGIRO, Revolut) are planned.
Which exchange rate should I use for foreign currency conversion?
Under §31 of the Income Tax Act you have a choice: either the ECB reference rate (published by NBS) valid on the transaction date, or the annual average rate for the calendar year. The choice must be applied consistently for the whole tax period. In Taxify you switch between the two when running the calculation, and we fetch the rates automatically.
Do you calculate health-insurance contributions too?
Yes. From the §8 tax base (all asset classes, after the €500 exemption) and from the tax base of interest and coupons under §7 we also calculate health-insurance contributions at the rate applicable to the tax period – 14% up to 2024, 15% for 2025 and 16% from 2026. Dividends under §51e are exempt from health-insurance contributions, and so is interest on which a Slovak payer withheld the tax (for example XTB).
How do you tax cryptocurrencies?
We calculate crypto within §8 at the same progressive rate as the other asset classes (19 % / 25 % up to 2025, four bands of 19 – 35 % from 2026) and we include it in the base of the health contributions. Neither the 500 € exemption nor the one-year holding test applies to it. The taxation of crypto has changed repeatedly in Slovakia, so we take the conservative reading and the application warns about that uncertainty on crypto trades.
Does Taxify file the tax return for me?
No. Taxify calculates the tax and prepares a PDF with the whole breakdown, which you use as the basis for the annex of the Type B return. You file the return yourself — through the portal of the Financial Administration or on paper. We do not generate the XML for eDane yet.
Is my financial data safe?
Yes. Your data is stored encrypted on servers within the EU. We do not sell or share your financial data with third parties. See our Privacy Policy for details.
Do you want to know when we launch Taxify?
We plan the launch for 1 November 2026. Leave us your email and we write to you on the day we open the application.
Join the waiting listAn email address is enough. No registration, no payment.