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 > Tax forms).
The preparation of the certificate is subject to a fee. The following fees per securities position are due in the event of an application:
- German shares: €30
- French shares: €125
- Swiss shares: 0 CHF
- Austrian shares: € 0
- Spanish shares: 50 €
- Norwegian shares: NOK 0
- Belgian shares: € 0
- Danish shares: DKK 0
- Finnish shares: €15
- Italian shares: €25
- Swedish shares: SEK 0
Special features
- Canadian Shares: Free of charge.
Here the Tax Voucher created automatically. You can find this in your Client Portal under > Reports > Taxes. - Israeli shares: Free of charge.
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 "> Fees".
How do I apply for a withholding tax certificate with CapTrader?
Use your user name and password to log in to the Account management in. Click on > Performance & Reports und dann auf > Tax documents.
Then go to the > Dividend voucher as follows:
1. select the year for the certificate.
2. select the country of the security issuer.
3. click on Request dividend voucher.
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.
Select via click on > Request Select any available positions and confirm your selection by clicking > Next.
Finally, you will see an overview of the items for which you want to apply for a withholding tax certificate.
Now check the box to agree to the fees and complete the process by clicking > Next from.
Of course, we are here in advance for questions gladly available!
Notes
- The preparation of withholding tax certificates usually takes a processing time of 4-6 weeks.
- If a company has made several distributions or dividend payments per year, separate withholding tax certificates must be issued for these.