Transaction processing tidies up the past. The tax plan is a decision looking forward: which positions to realise before year end, which to leave alone and what that does to your tax base. After 31 December nothing can be moved, which is why the plan makes sense in the last quarter.
| Service | Price |
|---|---|
| Tax plan for an individual | €190 |
| Tax plan for an s.r.o. | €390 |
| Transaction processing for new clients | from €149 |
If the plan carries into the tax return for the same year, the data is already prepared and the return is faster.
The earlier in the last quarter, the more options remain. If your transactions are not processed yet, they need to be put in order first, and that takes longer the more exchanges and wallets you use.
Yes, especially then. A documented loss can only be offset against gains within the same tax period, so the decision carries a 31 December deadline.
Yes. For an s.r.o. we work from the accounts and the price is €390.
No. You get a recommendation with an explanation, the decision and the trades are yours.
No. Only the trades since the last processing.
Source: Act No. 595/2003 Coll. on Income Tax, in particular § 8 and § 9.
Tell us which exchanges and wallets you use, the approximate number of transactions and whether you are an individual or an s.r.o.
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