Free preview: calculate first, decide afterwards

You upload your Flex Query export, BubbleTax calculates your tax year in full, and you see the result before choosing a plan.

How it works

1. 1Export the Flex Query

   Set it up once at IBKR or your introducing broker, then download it as XML for each tax year.

2. 2Upload

   All years together, so the acquisition costs of earlier purchases are available.

3. 3Check the preview

   Only once the figures are right do you choose a plan and download the report as PDF.

What the preview shows

Your complete report with the lines of Anlage KAP, KAP-INV and SO; only individual figures are partly redacted and the detail section is shortened. To see what a finished report looks like, open the sample report as PDF without an account.

What it costs

Nothing. Upload and preview are free, and we do not ask for a credit card or any other payment details. You pay only when you want to download the full report.

Why an account is needed

The account needs only an email address; you sign in with a login link or a passkey. It keeps your exports, purchase data for legacy holdings and fund categories for the next tax year, you can reload the report later and never have to upload anything twice. You can delete it at any time with one click, including all data.

No export file yet? The Flex Query guide walks you through every step.