Product
XML in. Anlage KAP out. Under 5 minutes.
BubbleTax processes your IBKR Flex-Query export under German tax law. FIFO, ECB rates, loss offsetting, every figure traceable back to the original transaction.
Process
Three steps to your tax report
No account setup, no connecting brokers, no data aggregation. You control what gets uploaded.
Watch the video tutorialExport.Flex Query as XML
Step-by-step guide in our knowledge base. Works for CapTrader, Lynx and BANX too.
Upload.Hand over the file
Drag-and-drop into the browser. Processing starts automatically. Preview without an account, without a credit card.
Download.Two PDF reports
Tax summary with the values for your Anlage KAP, plus a detail report with every single transaction.
Coverage
What BubbleTax Calculates
Four areas, fully under German tax law. Items with an arrow link to the in-depth explainer.
Securities
- Stocks (buy/sell with FIFO)
- ETFs with partial exemption and Vorabpauschale
- Bonds and certificates
- Options (writing, buying, closing)
- Futures and CFDs
Income
- Dividends (domestic and foreign)
- Interest and accruals
- Withholding tax credits
Currencies
- Automatic ECB rate conversion
- Foreign currency gains and losses (FIFO)
- Multi-currency support
Special Cases
- Corporate actions (splits, spin-offs, mergers)
- Correct loss offset categories
- Direct mapping to Anlage KAP lines
Output
Other tools deliver numbers. BubbleTax delivers evidence.
You get two PDFs you can hand directly to the tax office. Every total in the summary can be traced through the detail report back to the individual IBKR transaction.
- Tax summary: All values for Anlage KAP at a glance
- Direct mapping to Anlage KAP lines
- Detail report: Every transaction individually broken down with FIFO matching
- Traceable FIFO positions – which buy was matched with which sell
- Every number traceable back to the original transaction
Free Preview
See for yourself.
Upload your IBKR data and check the preview. Completely free. You only pay when you want to buy the report.