PIT Inwestora
Polish PIT-38 and PIT/ZG workflow for investors
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PIT Inwestora - Polish PIT-38 and PIT/ZG workflow for investors

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PIT Inwestora helps Polish investors prepare PIT-38 and PIT/ZG values from IBKR statements, PIT-8C forms and supporting documents. It keeps imports, FIFO calculations, NBP exchange rates, discrepancy checks, methodology and the final report in one traceable workspace.

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We built PIT Inwestora because filing Polish investment taxes becomes difficult when transactions span multiple years, accounts and countries. The product turns source documents into an explainable workflow: users can review FIFO, exchange rates, PIT/ZG decisions and discrepancies before using the results in their return. We would especially value feedback from investors using international brokers.

Does it pull NBP rates automatically or do I need to paste them in manually each time I import a new statement?

The NBP rate handling and FIFO checks together make a real difference for IBKR statements, and the audit trail finally gives me confidence when the tax office asks for backup.

Handling IBKR statements and NBP rates together in one place is exactly what I needed for PIT-38, and the traceable workspace makes reviewing my FIFO calculations way less painful.

How does it handle transactions executed across multiple IBKR sub-accounts or different brokers in the same tax year, since FIFO and NBP rate matching can get messy fast when trades are scattered?