Launched this week
PIT Inwestora
Polish PIT-38 and PIT/ZG workflow for investors
7 followers
Polish PIT-38 and PIT/ZG workflow for investors
7 followers
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.
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?
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.
Does it pull NBP rates automatically or do I need to paste them in manually each time I import a new statement?
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.