BrokerTax Customer & Engineering Support

Investor Support:
Here to help you master your investment taxes

Have questions about FIFO lots, exchange rates, unlisted brokers, or your final tax filing? Browse the 5 most frequent investor questions below or reach out directly.

Usually replied within 2–4 hours (max 24h)100% Privacy & Zero-Retention SecurityGlobal Broker Support (IBKR, Degiro, T212, XTB)

Frequently Asked Questions

5 essential questions investors ask

Clear and concise insights on data sovereignty, accounting methods, broker statements, and official tax filings.

Security & Privacy

1Do you store my financial statements or brokerage account details?

You retain full sovereignty over your personal financial data:

Original Broker Files (PDF, CSV, XLSX)Never permanently stored on our servers. Files are processed entirely in ephemeral session memory during calculation.

Default Zero-Retention ModeIn anonymous mode, no data is written to disk and everything is cleared as soon as you close your browser tab.

Account History Mode (Optional)If you sign in and enable history, your parsed transactions and reports are securely encrypted in your private account for multi-year FIFO tracking and audit defense.

You can toggle between Zero-Retention and Account History anytime in your profile settings.

Broker Support

2What if my broker is not explicitly listed?

Our universal ingestion pipeline supports virtually all brokers:

Intelligent AI IngestionThe engine uses AI parsing to extract transaction parcels from unrecognized CSV or PDF statement layouts.

Free Custom Template in 24hIf your broker has a unique format, email the original statement or an anonymized sample (PDF, CSV, or XLSX) to support@brokertax.app and we will add native support within 24 hours at no cost.

FIFO & Forex

3Why does my taxable capital gain differ from the broker app balance?

Broker mobile apps display unrealized mark-to-market balances, whereas tax authorities enforce statutory accounting standards:

Holding Period ExemptionsMany jurisdictions exempt securities held beyond statutory holding periods (e.g. 3 years in CZ, 1 year in SK).

Mandatory FIFO Lot MatchingCapital gains must be matched parcel-by-parcel on a First-In, First-Out basis rather than running average prices.

Official Central Bank Exchange RatesMulti-currency trades require historical central bank fixings (ECB, Fed, BoE) on transaction trade dates.

Audit Trail

4Can I attach BrokerTax reports to my tax filing for an audit?

Yes, BrokerTax is specifically built for audit compliance:

Full Lot-by-Lot TraceabilityEvery sale shows exact matched buy parcels, acquisition dates, holding days, conversion rates, and statutory exemptions.

Excel & Official FormatsDownload verifiable XLSX audit files suitable as official attachments for tax inspectors and accountants.

Billing & PRO

5How does the PRO license work and how is payment processed?

Transparent pricing with no recurring subscriptions:

Free for Small PortfoliosBasic calculations and older tax years are completely free.

PRO License for Active InvestorsUnlocks complete calculation breakdowns and detailed filing guidance across high transaction volumes and multiple brokers, along with comprehensive Excel audit exports.

Secure Online PaymentPayments are processed seamlessly online with support for debit/credit cards, Apple Pay, and Google Pay. Full calculation results and detailed audit exports are unlocked immediately upon payment.

Direct Email Support

Reach out to our engineering team anytime

support@brokertax.app

For technical, algorithmic, and parsing inquiries. Feel free to attach sample broker statements to your email.

Response Time

Active 7 days a week during tax season

We typically respond within 2 to 4 hours on business days, and within 24 hours on weekends.

Using an unlisted or exotic broker?

Email the original statement or an anonymized sample (PDF, CSV, or XLSX) to support@brokertax.app. Our engineering team will analyze it and provide a native parsing template within 24 hours at no cost.

Ready to calculate your taxes?

Upload your statement and get audit-ready results in 15 seconds

Launch App

Send Us a Message

Our technical & tax support team will get back to you within a few hours (guaranteed under 24h).

Investor Support: Here to help you master your investment taxes