How to obtain extracts for Auto-720

Instructions for obtaining the Form 720 from the portfolio of securities deposited in the broker or crowdlending platform you are using.

Note: If you also have other types of assets (cash accounts, real estate, insurance, etc.) you can use the complete excel template for model 720

Many of them provide extracts with all the information necessary to fill in the TAX FORM MODELO 720but other brokers do not include e.g. the ISIN.

Don't worry, Autodeclaro fills in the ISIN automatically and other missing fields, so you don't have to search for it manually.

For this new Form 720 campaign, we have a series of new features that it would be interesting for you to bear in mind beforehand:

1. Identification and extraction of prices and purchase dates in type C registries (brokers DeGiro, IBKR and Revolut)
2. Cash statement support of IBKR for the calculation of the average balance for the last quarter.
3. Filling in the address for brokers' statements.
4. Excel summary, so that you can check the content of your Form 720 in a quick and easy way.
5. Origin of the type of asset in declarations previously submitted Model 720.

All the details of the news 2025.

Below is the type of statement and how to obtain it for the following brokers, crowdlending platforms and also savings platforms like Raisin.

Note: If you use a broker or crowdlending platform not listed in this table, contact us if you want us to integrate it into the Autodeclaro platform.

We also offer a generic template to fill in with the information of any broker or crowdlending platform in case you have unsupported brokers.

Note: If you also have other types of assets (cash accounts, real estate, insurance, etc.) you can use the complete excel template for model 720

If you have any questions or problems, you can contact us at contact.

Have you filed the Form 720 before?

No problem, Autodeclaro will make the relevant calculations so that your Form 720 takes into account returns already filed.

Note: If you wish to file Form 720 for a financial year prior to 2024, i.e. after the deadline, ask us before placing an order

To do this, you will need to provide the brokers' statements as follows:

• Statements for the last year of the financial year in which you are going to file the Form 720..
  • It has to be the year 2024. So you will have to download the statements as of 31 December 2024.
• Extracts for the year of the financial year of the Form 720 submitted..
  • If you filed Form 720 for 2020, you will need to download the statements as of 31 December 2020.

Finally, the file with the position statement of the year you are going to file the Form 720 (year 2024) and the file with the position statement of the last year of the Form 720 already filed (e.g. 2020), you must indicate its year at the end of the file name.

For example. "DeGiro2020.csv" or "namewhowas2022.csv".

We will explain a practical example, please note that your situation may be different:

• I am a DeGiro broker, and I filed the last model 720 for the financial year 2020.

• Now I have to to file Form 720 for the financial year 2024.

What do I have to do?

1. Download the position statement as at 31 December 2020.
2. Download the position statement as at 31 December 2024.
3. Rename the files by adding their year to the end of the file name.
4. Ex. "Degiro2020.csv" and "Degiro2024.csv"..
5. Finally, make a zip file with both files. The zip file is the one that will be attached in the purchase process.

Do I have more than one broker?

No problem, attach all position statements in the ZIP file. If they were declared in previous years, indicate the year at the end of the file as above.

Raisin

Note: Raisin's annual report is usually available in late February.

Instructions for obtaining the TAX FORM MODELO 720 from Raisin where the account statement has to be exported as follows:

1/ Obtain Raisin's tax report

2/ Open the PDF (recommended in Edge or Chrome browser, as PDF acrobat does not copy correctly).

Then select and copy the contents of the "Investments abroad" section of the table from the header to the end (indicated in the image above by a red frame). Once copied, paste it into the Notepad or Notepad++ of Windows.

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

3/ Save it with extension '.CSV'. such as "Portfolio_Raisin.csv". See example below.

If it does not have a similar format, try opening the PDF with Microsoft's Edge or Chrome browser and copy from there.

Note: If there is personal data, you could delete these lines, they are not necessary.

Important: check that the highlighted line appears in this format and ends in '€' (not a space), as sometimes it is separated into several lines.

Note: The amounts could also come on separate lines as shown below.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Important Note: With Raisin, you do not have to provide the previous year's statement (as you do with brokers such as DeGiro, IBKR, etc.), only the statement for 2024. Raisin incorporates the date of account closure and identifies the records whose deposits have been closed.

DeGiro

Instructions for obtaining the TAX FORM MODELO 720 of DeGiro. Carefully read ALL the steps to avoid errors:

The objective of the instructions is:

• Obtain the position statements as of 31 december 2024 and the previous year who did his last Model 720 (steps 1 to 5.1)
• Obtain the (non-dividend) transactions for the year 2024 if you have previously filed form 720 (step 5.2)

Note: If you wish to declare cashthe instructions are here. The cash is not part of Autodeclaro's automation, must be indicated manually. Also remember that cash is only declared if you have more than 50k euros in cash between all your accounts.

Note 2: If you use MAC. When downloading the statements, if you open the 'numbers' program (Mac excel), do not save the changes, but use the downloaded CSV file directly. 

Note 2025 para Modelo 720We have automated the completion of type C records (Extinctions/sales), you no longer have to fill in the date and amount of sale. Include the statement of transactions (WITHOUT dividends). only from the year 2024 (or previous years if you filed your previous Form 720 before 2023). Include this Transactions statement together with the rest of the position statements as at 31/12 for Form 720 in a ZIP file. ( see step 5.2)

STEPS

1/ Enter the DeGiro website

2/ Go to "Portfolio"-> "Open Positions“

4/ Once you have chosen the option of "Export", we will only have to indicate the date 31 December of the year we want to obtain and the CSV" format to proceed with the download.

• Name the downloaded file with DeGiro_2024.csv (or whatever year you are downloading)
• Do not open the downloaded file with Excel or similar program. If you want to see the content, make a copy of the file.

Note DeGiro: The DeGiro statement provides the Euro conversions of non-Euro positions. However, it does not calculate the conversions using the ECB (European Central Bank) exchange rates. Autodeclaro will not use this amount in Euro, but will calculate it using the ECB exchange rate as of 31 December 2024 (last working day).

5/ IMPORTANT: SOLO hacer si presentaste el modelo 720 anteriormente.

1. Download the transactions only from year 2024 (without dividends) to fill in the amount and date of sales with respect to the previous model 720. Instructions here.
2. Remember to also download the statement for the previous year in which you filed Form 720, as explained here.
3. Querdaría de la siguiente formar:

Once you have all the statements of position as at 31 Dec and transactions (if you filed the Form 720 before), make a ZIP with all of them and you can buy your completed Form 720 in a few minutes.

Interactive Brokers (IBKR)

Please read carefully and without haste to avoid mistakes, all the instructions to obtain the extract of the shares from Interactive Brokers (also from Mexem, GPM broker or iBroker given that they use the IBKR platform). Remember to select all your accounts of IBKR if you have more than one account:

The aim of following the instructions is:

• Obtain position statements as of 31 December 2024 and for the previous year that you did your last Form 720. (steps 1 to 12.1)
• Obtain the transactions for the year 2024 if you did the model 720 before. (step 12.2)
• Obtain the cash statement if the total amount of your accounts exceeds €50,000 (step 13)

Nota 2025 para Modelo 720We have automated the completion of type C records (Extinctions/sales). In order not to enter the date and amount of sale, which is taken from the statement of transactions only for the year 2024 (1 January 2024 to 31 December 2024). Instructions here. Do not include dividends or other years of transactions. See step 12.2 below

Note 2025: If you wish to declare cash, the instructions are as follows here. The effective from 2025 is part of Autodeclaro's automation, you do not have to enter it manually, but autodeclaro fills it in and calculates the valuation for the last quarter. Also remember that current accounts are only declared if you have more than 50k euros in cash between all your cash accounts.

Note 2: If you use MAC. When downloading the statements, if you open the 'numbers' program (Mac excel), do not save the changes, but use the downloaded CSV file directly. 

STEPS:

1/ Go to Client Portal of IBKR

2/ Go to "Performance and reporting in the main menu and then to "Flex consultations".

3/ Create a flex consultation on the button “+”.

We then indicate a name such as Modelo 720 and select ".open operations" :

4/ Choose the following fields that you want to appear in the report:

• ISIN
• Description
• Quantity
• Currency
• Position Value
• Asset Class

5/ Mark the indicated fields and click on "save" button at the bottom of the list of fields.

6/ Leave the default fields and click on "continue".

7/ Summary of your flex query created. Click on "Create"

8/ Confirmation message for the newly created flex query. Click on "Accept"..

9/ The newly created flex query will now appear. Execute the query in the "blue icon with white date"..

10/ We will run the query by specifying the following parameters in the pop-up shown below:

• Period': Customise data range
• Start date': 2024-12-31
• As at': 2024-12-31
• ‘Format': 'CSV
• Note: la fecha de inicio y fin es la misma y es correcto (NO HAY ERROR EN LA GUÍA), ya que queremos la foto de su portfolio a fin de año.

11/ After a few seconds, the report will be downloaded to your device. 

• Do not open the file with Excel or any other programmeIf you want to see the contents, make a copy of the file.
• Rename the file to "IBKR_2024.csv" or the year you are downloading.

12/ IMPORTANT If you have previously filed form 720.

1. Download the transactions (without dividends) only of the year 2024 (incluya mas años, si presento el anterior modelo 720 anterior al ejercicio del 2023. Ej si presentó el ejercicio 2022, habría que adjuntar transacciones del 2024 y 2023) esto es necesario para cumplimentar el importe y fecha de las ventas con respecto al modelo 720 anterior. Instructions here. (it is not necessary rename this file as you did in step 11)
2. Remember to also download the statement of position for the last year in which you filed Form 720, as explained here.
3. It would look like this:

13/ CASH ACCOUNT If your combined current/broker/deposit accounts exceed €50,000 you would have to report this on Form 720. The instructions for obtaining the CSV extract of your cash are as follows here. (it is not necessary rename this file as you did in step 11)

Do you have multiple IBKR accounts? o Was your account migrated in late 2020 or early 2021 due to the UK's exit from the European Union?

In that case, it is likely that you will not be able to select dates prior to migration.

To make the information of the migrated account or additional accounts visible, it has to be activated as follows.

1/ Go to your IBKR ID or "Add/Edit" button to the right of your ID.

2/ This will open the window on the right and go to the "Filter

3/ Activate or tick the option "Migrated". and then go to "Apply"..

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

eToro

Autodeclaro integrates the eToro broker as of tax report Form 720 that etoro gives to customers in the form of PDF. It is called "TaxReport Mod.720 2024 eToro.pdf". You can ask eToro support, if you don't have it.

It should be noted that the sales information that is included in this eToro report is not included, as it may be sales of purchases during the 2024 financial year. Sales are calculated by Autodeclaro by comparing the 2022 statement with the 2024 statement. The information on the sales, both the amount and the date of extinction, must be entered by hand later in the tax authorities, once the Form 720 generated by Autodeclaro has been imported. At the end of the eToro instructions, it is indicated how to proceed to send your statement of the previous year in case you have submitted the Form 720 last year.

The steps you need to follow are:

1/ Copy from the PDF all V and I type positions from the 'eToro PDF Extract'.It starts from the header to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into Notepad or Notepad++ of Windows.

2/ Select from the beginning to the end of the last position. This may include several sheets if your extract is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last position.

3/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_etoro.csv". The result would look like this:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Problem: There are page breaks in the PDF that cut off the registration information. As shown below.

Solution:

1/ Adapt the information in notepad, adjusting the record that has been cut with the information below.

2/ Do nothing in the CSV extract it has generated, and enter this information by hand in the 720 model once it has been imported into the tax office (AEAT).

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if you want the years 2022 and 2021, you should get two excels in which you have to indicate the year at the end of the filename. "Portfolio_etoro_2021.csv" and "Portfolio_etoro_2022.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Revolut

In Revolut, we will have to download the December report via the Revolut APP.

• 1/ Remunerated Account
• 2/ FlexAccount
• 3/ Actions

Note: información de la diferencia de la cuenta remunerada y la cuenta flexible: https://help.revolut.com/es-ES/help/accounts/difference-between-instant-access-savings-and-flexible-account/

1/ Remunerated Account

If you have remunerated account forma parte del grupo de cuentas corrientes/ahorro. Se identifica en el extracto con el nombre “Extracto de Ahorros”, sin embargo, si tiene un 19% de tipo impositivo, y tiene pago de intereses, tendrá un ISIN de España. Por esta razón no se informa en el Modelo 720.

En caso de que fuera un ISIN fuera de España, si que se informaría en el Modelo 720.

2/ FlexAccount

If you have flexible remunerated accountThis account is not automated in Autodeclaro. Once you have imported the form 720 that Autodeclaro fills in, you will be able to create a new record of type "I" as it is a monetary fund.

It can be in Euros, Dollars or Pounds Sterling.

Note: Not to be confused that it is not a cash/remunerated deposit where it would be a record of type "C" in the Form 720.

Obtain the 31 December report from Revolut's flexible account and take the following information:

Example EUR

Example USD

• ISIN: The one indicated in your excerpt (as shown above)
  • EURIE000AZVL3K0
  • USDIE000H9J0QX4
• Identification of the entity: Google the ISIN and the name of the fund will appear.
  • EURFIDELITY INSTITUTIONAL LIQUIDITY FUND - EUR" : "FIDELITY INSTITUTIONAL LIQUIDITY FUND - EUR" : "FIDELITY INSTITUTIONAL LIQUIDITY FUND - EUR".
  • USDFIDELITY ILF THE UNITED STATES DOLLAR FUND R FLEX DIST" : "FIDELITY ILF THE UNITED STATES DOLLAR FUND R FLEX DIST".
• Number of securities and valuation: As indicated in closing balance (in this example 12,606.57)
  • If it were in Dollars or Pounds, it would have to be converted into Euros at the rate of change of the ECB on 31 December (1,0389 $ and 0,82918 £ respectively)
• Country Code: Lithuania (Revolut headquarters)
• Country code (domicile of entity): Ireland (headquarters of the Monetary Fund)

Example of how to fill in the money market fund IE000AZVL3K0 in EUROS.

3/ Actions

Get the shares we have in our Revolut account.

Note 2025 para Modelo 720We have automated the completion of type C records (Extinctions/sales). The amount and date of sale are taken from the statement of transactions for the year 2024. Instructions here.

Include the statement of transactions only from the year 2024 together with the rest of the extracts for form 720 in a ZIP file.

1/ In the bottom menu go to the "second icon" (Invest) and then click on the "three dots" and go to "Documents".

2/ Then go to "Documents" and then "Stocks".

3/ Then go to "Account statement".

3/ And finally, choose the month of December, where you can download the PDF with the status of our portfolio as of the last day. 31 December.

4/ Once selected, the PDF will be displayed. With the "Share" icon you can send it by email to open it on your laptop or PC with a PDF reader such as "Adobe Acrobat".

5/ Then select and copy the contents of the table from the header to the end (in the image above it is indicated within a yellow frame). Once copied, it will be pasted into the Notepad or Notepad++ of Windows.

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

6/ Save it with extension '.CSV'. such as "Portfolio_Revolut.csv".

7/ If you have previously filed form 720.

• Remember to also download the statement for the last year in which you filed Form 720, as explained here.
• Download the transactions only for the year 2024 to complete the amount and date of the sales with respect to the previous model 720. Instructions here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

TRADE REPUBLIC

Note: Para el 2024, Trade Republic ofrece el informe fiscal, pero no usaremos ese PDF, haremos la integración a través del “extracto de cuenta de valores”. Ambas opciones son válidas para obtener su modelo 720

• Declarar cuenta de efectivo
• Extracto de cuenta de valores (ejercicio 2024)
• Informe anual (ejercicios 2022 y 2023)

DECLARAR CUENTA DE EFECTIVO

Para declarar la cuenta de efectivo de Trade Republic, puedes seguir estas instrucciones: https://autodeclaro.es/declarar-efectivo-de-tu-broker-en-720/#traderepublic

INSTRUCCIONES EXTRACTO CUENTA DE VALORES (ejercicio 2024)

1/ Inicie sesión en la APP de Trade Republic:

2/ Ir a tu perfil (icono arriba a la derecha en la captura la D) e ir a "Statements

3/ Seleccionar “Portfolio statement”

4/ Ir a “Securities” y indicar la fecha 31 dic 2024

5/ una vez tengamos el PDF, se puede enviar por email para trabajarlo en el ordenador/portátil

6/ Seleccionar el cotenido que se marca en el recuadro y pegarlo en el Notepad

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

El resultado sería el siguiente. Recuerde indicar un nombre con extensión .CSV ej. “TradeRepublic_2024.csv”:

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

INSTRUCCIONES INFORME ANUAL

Trade Republic deposits the securities in Germany.

Trade Republic will provide a statement listing securities as at 31 December, as shown in the example below.

In order to automate the 720 model, you need to obtain the Trade Republic statement provided in "Your profile". To do this you need to log in to your Trade Republic account.

Note 2: In the statement, the cash appears, but this will not be part of the Autodeclaro automation and you will have to include it by hand once you import the resulting form 720 into the tax tool you are going to file it with.

1/ Log in to Trade Republic: https://app.traderepublic.com/

2/ Go to "Profile" and look for the "Annual Tax Report of the relevant year. In the screenshot it is 2021. And download the PDF document.

3/ Open the PDF document. Now we will have to differentiate between the extract from 2022 and that of the 2023 as they are different, so the way of copying the information from the PDF is also different.

4/ For the 2023 extract

5/ For the 2022 extract

Note: Para el extracto del 2024, obtener extracto “cuenta de valores”.

4/ For the 2023 extract

In the 2023 extract, select and copy the contents of the table from section "I. Data relating to wealth tax". to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into Windows Notepad or Notepad++.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last position.

5/ For the 2022 extract

In the 2022 extract, select and copy the content of the table from the section III. Form 720 to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into Windows Notepad or Notepad++.

5.a/ Select from the beginning to the end of the last position. This may include several sheets if your extract is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last position.

6/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_TradeRepublic.csv". The result would look like this:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Year 2024

Year 2022

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

EXANTE

Exante provides a CSV extract called "Custom_2024-12-31_XXXXX.csv" as shown in the example below. The instructions for obtaining the CSV are:

• It is obtained from the Exante website (not from the broker client).
• Once logged in go to Reports>>>Customised Reports>>>Add customised report
• In the custom reports tab select:
  • Currency: EURO
  • Create report in: CSV
  • Under the "Account Summary" report, select the dates: from 31/12/2024 to 31/12/2024 (or whatever year).
  • Click on "add report" and then on "Save and request".
• It will soon be available for download under the tab "Generated reports".

In order to automate the 720 form, the extract must be prepared.

1/ Open the downloaded extract with Notepad.

2/ It will have a similar format to the previous one. Delete the part in red and leave from the header line starting with the instrument "Instrument".

3/ Once the yellow part remains, you have to copy the content into a new notepad tab, as the UTF-16 LE format is not correct (see bottom right corner).

4/ Once copied, it can be saved with .CSV extension and used in the autodeclaro platform.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

WISE

To automate the 720 tax form, you need to obtain the PDF extract provided in your Wise account.

1/ Go to your Wise account. Top right corner.

2/ Go to "Statements and reports".

3/ Go to "Holdings statement".

4/ Choose date 31 December.

5/ Download the report.

6/ Open the PDF document and copy the selection in yellow.

7/ Paste in the Notepad or Notepad++ windows the content. It should look similar to the one shown below.

Select and copy the contents of the table from "Investment to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into the Notepad or Notepad++ of Windows.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

VANGUARD

Vanguard provides an annual statement in PDF, as shown in the example below.

In order to automate the 720 tax return, you need to obtain the PDF statement that Vanguard provides in your Vanguard account.

Note : Vanguard does not provide the ISIN in the statement, but the security symbol. For this reason, Autodeclaro has a large list of symbols with the corresponding ISIN. However, it may be the case that a security is not found. Therefore, in the generated Form 720 the ISIN will be empty and would have to be entered manually.

Note 2Vanguard: You may use Vanguard for your US financial products named IRA and ROTH IRA. These products are not reported as "shares/securities" but as a total of "life or disability insurance of which they are policyholders at 31 December of each year given that the insurer is located abroad". As explained in the binding consultation V1291-22.

1/ Download Vanguard's annual PDF extract.

• Go to "documents" top right
• Select "statements" in the drop-down menu

Then you have to:

• Filter on the year and month you want, in your case year 2024 and month 12 (December).
• Download the extract by clicking on the "download" icon.

2/ Open the PDF document.

Select and copy the contents of the table from "Sweep program to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into Windows Notepad or Notepad++.

If there are several pages, continue with the following pages, until you get to the section "Account Activity for Vanguard...“:

3/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_CharlesSchwab.csv". The result will look like this (you can delete the lines containing your personal data):

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

CHARLES SCHWAB

Charles Schwab deposits securities in the United States.

Charles Schwab provides a daily extract in PDF, as shown in the example below.

In order to automate the 720 tax return, you need to obtain the PDF statement provided in your Charles Schwab account.

Note: In the statement, the cash appears, but this will not be part of the Autodeclaro automation and you will have to include it by hand once you import the resulting form 720 into the tax tool you are going to file it with.

Note 2: Charles Schwab does not provide the ISIN in the statement, but the security symbol. For this reason, Autodeclaro has a large list of symbols with the corresponding ISIN. However, it may be the case that a security is not found. Therefore, in the generated Form 720 the ISIN will be empty and would have to be entered manually.

1/ Log in to Charles Schwab: https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx

2/ Go to "Accounts in the main menu and in the submenu go to "Statements

3/ Download the PDF for 31 December 2022 or the year you want to generate the Model 720. The screenshot shows the year 2022.

4/ Open the PDF document. The format of the statement for the year 2022 varies from the year 2024, we break it down for each year below.

• Year 2022
• Year 2023
• Year 2024

Year 2022

Select and copy the contents of the table from "Investment Detail - Equities to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into Windows Notepad or Notepad++.

5.1/ Select from the beginning to the end including the "Total Equities" line. This may include several sheets if your statement is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last record of the "Total Equities".

6.1/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_CharlesSchwab.csv". The result will look like this (you can delete the lines containing your personal data):

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Year 2023

5.2/ Select from the beginning to the end including the section "Position Equities" and "Positions - ETF". This may include several sheets if your statement is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last record. Below in point 6.2 you have an example of how this would look like.

6.2/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_CharlesSchwab.csv". The result will look like this (you can delete the lines containing your personal data):

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Year 2024

The 2024 pdf report has one column less than last year. It is necessary to add information as indicated in the step 6.3.

Important: There has to be always 8 columns representing: "Quantity", "Price", "Market value", "Cost Basis", "Unrealized", "Est. yield", "Est. annual income" and "% Acct" (see above example report year 2023). Est. annual income" and "% Acct" (see above example report year 2023). If you have less, include some number or N/A so that there are always 8 columns..

5.3/ Select from the beginning to the end including the section "Position Equities" and "Positions - ETF". This may include several sheets if your statement is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last record. Below in point 6.3 you have an example of how this would look like.

6.3/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_CharlesSchwab.csv". The result will look like this (you can delete the lines containing your personal data):

For this 2024 reportThe texts in yellow must be added.

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

ETRADE

Etrade deposits securities in the United States.

Etrade provides a year-end statement in PDF format for the last quarter, as shown in the example below.

In order to automate the 720 form, you need to obtain the PDF statement provided in your Etrade account.

Note: In the statement, the cash appears, but this will not be part of the Autodeclaro automation and you will have to include it by hand once you import the resulting form 720 into the tax tool you are going to file it with.

Note 2: Etrade does not provide the ISIN in the statement, but the security symbol. This is why Autodeclaro has a large list of symbols with the corresponding ISIN. However, it may be the case that a security is not found. Therefore, in the generated Form 720 the ISIN will be empty and would have to be entered manually.

1/ Log in to Etrade: https://us.etrade.com/e/t/user/login

2/ Download the PDF for 31 December 2022 or the year you wish to generate the Form 720.

3/ Open the PDF document, select and copy the content of the table to the end (in the image below you can see the selected content in blue). Once copied it will be pasted into Notepad or Windows Notepad++.

Note: the extract from the 2022, 2023 and 2024 are different from each other, so we will show how to do it for each of them:

Year 2022

Year 2023

Year 2024

4/ Select from the beginning to the end including the header line. Review the content that is highlighted in yellow. This may include several sheets if your extract is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last record.

5/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_etrade.csv". The result would look like this:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Year 2022

Year 2023

Year 2024

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

INTERACTIVE INVESTORS

Interactive Investors deposits securities in the UK.

Interactive Investors provides a year-end statement in PDF which is that of the last quarter, as shown in the example below.

In order to automate the 720 model, you need to obtain the PDF statement provided in your Interactive Investors account.

Note: In the statement, the cash appears, but this will not be part of the Autodeclaro automation and you will have to include it by hand once you import the resulting form 720 into the tax tool you are going to file it with.

Note 2: Interactive Investors does not provide the ISIN in the statement, but the security symbol. For this reason, Autodeclaro has a large list of symbols with the corresponding ISIN. However, it may be the case that a security is not found. Therefore, in the generated Form 720 the ISIN will be empty and would have to be entered manually.

1/ Log in to Interactive Investors: https://secure.ii.co.uk/webbroker2/

2/ Download the PDF for 31 December 2022 or the year you wish to generate the Form 720.

3/ Open the PDF document, select and copy the content of the table to the end (in the image below you can see the selected content in blue). Once copied it will be pasted into Notepad or Windows Notepad++.

4/ Select from the beginning to the end including the header line. This may include several sheets if your extract is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last record of the "Total Equities".

5/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_InteractiveInvestors.csv".

For those lines where the "Stock Symbol" is not indicatedAdd any text, e.g. XXX. The result would be as follows:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

XTB

XTB deposits securities in the country of origin of the securities themselves. In other words, shares belonging to Spanish companies are deposited in Spain. In this case, we would not have to include them in form 720.

However, if we have shares from any country other than Spain, these are deposited in the country in question, so we will be obliged to declare them on form 720.

XTB will provide a statement with the list of securities as of 31 December, as shown in the example below.

To automate the 720 model, you must obtain the XTB statement provided by XTB in the "Client's Corner". To do this you need to log in to your XTB account.

Note: If you wish to declare cash, the instructions are as follows here

1/ Go to XTB's xStation 5: https://xstation5.xtb.com/?branch=es#/_/login

2/ Go to "My Account" -> "Customer Corner".

3/ Go to "My Profile -> Documents . Download the document "Portfolio Statement 31 December 2023 - XXXX.pdf"..

Note: The documents for the year 2022 and 2021 have also been highlighted. They would be required if you filed Model 720 earlier.

4/ Open the PDF document, select and copy the contents of the table from the first line position to the end (indicated in yellow in the image below). Once copied it will be pasted into Notepad or Windows Notepad++.

Note: the extracts have been changing according to the year, examples for the years 2021, 2022 and 2023 are shown below.

Extract 2021

Extract 2023

Extract 2024

Only copy the shares section, do not copy the investment account, Autodeclaro does not automate this account and you would have to indicate it by hand in the Model 720 once you have imported the Model 720 that Autodeclaro fills in.

5/ Paste the content copied from the PDF. You can save it with a '.CSV' extension such as "Portfolio_XTB.csv".

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Extract 2021

Extract 2022

Extract 2023

Extract 2024

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Trading 212

Trading 212 provides an annual report that you can download from its private area.

1/ Enter in Trading212

2/ Go to "Documents".

3/ Download your "Annual Report 2024".

Note: If you filed the 720 form earlier, you would have to download the statement for that year as well.

4/ Download the pdf and go to the page of "Invest account - open positions"and copy the entire contents of the table including the header.

Note: If your statement/extract is in Spanish, it is also perfectly valid. The example below is in English, but could be in Spanish.

5/ Once you have copied the contents of the table from the header to the end (in the image above it is indicated inside a red frame). Once copied, it will be pasted into Notepad (Notepad) or Windows Notepad++.

It shall have the following structure (Note: the values in the Notepad screenshots do not match the one above in the PDF, they are from another year).

You can save it with a '.CSV' extension such as "Portfolio_T212.csv".

Note 1: If you use Macuse the programme "Text-edit.

 Notepad on T212

Notepad++ on T212

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

IG Broker

IG broker trades in derivative assets such as CFDs, so they do not have to be reported in the Form 720.

However, uninvested money in the broker should be reported.

The list of banks IG Broker works with is here: https://a.c-dn.net/c/content/dam/publicsites/1716366976053/igcom/es/files/account/IGE_ES_Client_Funds.pdf

If the IBAN of the account you use to transfer the funds is not Spanish, you would have to verify whether the sum of non-Spanish bank accounts add up to more than 50k euros at the end of the year or during the last quarter of the year in order to file the Modelo 720 or not.

Admiral Markets

1/ Admiral Markets provides a "daily statement" in your email in which you will find your open trades up to that day. To file Form 720 we will need to open the 31 december email.

2/ Then select and copy the contents of the table from the header to the end (in the image above it is indicated inside a red frame). Once copied, it will be pasted into Notepad or Notepad++ of Windows.

You can save it with a '.CSV' extension such as "Portfolio_ADM.csv".

3/ The Admiral Markets statements do not include the currency of the amounts shown, so you have to enter it manually in the CSV file.

• In the header: include the new field "Currency at the end. Add a tabulator separation (tab on the keyboard) after 'Profit' and type Currency.
• In the following linesAt the end of each line, enter a tab separator (tab on the keyboard) after the 'Profit' amount and enter the currency code (USD, EUR, GBP, etc.), as shown in the example below.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

DIF Broker

DIF broker provides a complete PDF as of 31 December of the previous fiscal year. To create the CSV file or extract, follow the steps below.

1/ Copy from the PDF all the positions in the section "Open Positions: 2021-12-31".It starts from the header to the end (in the image below you can see the selected content in blue). Once copied, it will be pasted into Notepad or Notepad++ of Windows.

Note: It is recommended to open the PDF with Chrome browser. We have detected that with PDF acrobat or Microsoft Edge, it does not allow copying from the pdf.

2/ Select from the beginning to the end of the last position. This may include several sheets if your extract is long.

Trick: If you select at the beginning, press the "shift" key and scroll with the mouse wheel to the last sheet and click at the end of the last position.

3/ Once copied from the PDF, open Notepad and paste the content. You can save it with a '.CSV' extension such as "Portfolio_DIF.csv". The result would look like this:

Note: If you see personal data on your statement, delete these lines, there is no problem and they are not necessary for the process.

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if you want the years 2022 and 2021, you should get two excels in which you have to indicate the year at the end of the filename. "Portfolio_DIF_2021.csv" and "Portfolio_DIF_2022.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Scalable Capital Broker

Scalable Capital broker does not provide a CSV of positions as of a given date, but does so through its custodian bank. Baader Bank.

provides a complete PDF as of 31 December of the previous fiscal year. To create the CSV file or extract, follow the steps below.

1/ Go to Baader Bank customer section: https://konto.baaderbank.de

Enter your passwords in the "User ID" and "PIN" fields.

Note: If you don't know these details, look for an e-mail from Kundenservice@baaderbank.de with the issue "Account Opening Confirmation where a PDF with this information is attached.

2/ Once inside, go to the "Downloads" section and look for the following CSV of type WDP.

Period: last working day of the year. For 2022 indicate 30 December 2022 and in 2023 it is 29 December 2023.

Note: If the WDP,RKK documents are not displayed, there will be an incident to technical support, sometimes it has happened that these documents are not displayed.

3/ Once you have downloaded the CSV of type WDP, you can use it to obtain your Model 720.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if the last year submitted was 2021, you should get two CSVs in which you have to indicate the year at the end of the filename."Portfolio_Scalable_2021.csv" and "Portfolio_Scalable_2023.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Fidelity Investments

1/ Go to Fidelity client section: https://fidelity.com

2/On the main screen I selected "Documents".

3/ In Documents click on the download arrow for "Dec 2023 - Statement (pdf)".

4/ And there select "Download as CSV".

Once you have downloaded the CSV, you can use it to obtain your Modelo 720.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if the last year submitted was 2021, you should get two CSVs in which you have to indicate the year at the end of the filename. "Portfolio_Fidelity_2021.csv" and "Portfolio_Fidelity_2023.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

TastyTrade

1/ Go to your account at my.tastytrade.com. Then go to My Accounts->Confirmations or Statements by TastyTrade:

More information at https://support.tastytrade.com

2/ Once you have downloaded the PDF, copy the selection below:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

3/ Paste the copied content into Notepad (texEdit on Mac).

You have to manually adjust to leave the same structure as the PDF. In the example, you would enter 'Enter' in the yellow ticks above. The result would be:

This would be the extract that will be used to obtain your completed Form 720.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if the last year submitted was 2021, you should get two CSVs in which you have to indicate the year at the end of the filename. "Portfolio_TastyTrade_2021.csv" and "Portfolio_TastyTrade_2023.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Firstrade

Firstrade provides a PDF extract.

1/ Go to your account at https://invest.firstrade.com/cgi-bin/login?ft_locale=en-us. Then go to Accounts->E-Documents and click on "Statements.

More information at https://help.en-us.firstrade.com/article/28-where-can-i-find-my-tax-documents

2/ Get the PDF of December 2023 and select the information that is highlighted.

3/ Paste the copied information into Notepad as follows.

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if the last year submitted was 2021, you should get two CSVs in which you have to indicate the year at the end of the filename. "Portfolio_Firstrade_2021.csv" and "Portfolio_Firstrade_2023.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Freedom24

Firstrade provides a PDF extract.

Note: Freedom24 offers an account that invests in swaps called https://freedom24.com/faq/13533-long-term-investment-funds which is like a term deposit. However, it swaps shares on the OTC market where the result is the interest offered by the account/deposit.

This deposit/fund/account not reported on Form 720 as shares or securities, since they do not own shares in it, as mentioned above. It would be indicated in the Form 720 as type "Account" of the broker's cash.

What does have to be reported is the gain from the share swap in the income tax return.

With regard to shares held in Freedom24 to be included in Form 720, the report/extract of the shares held as at 31 December must be obtained.

1/ Go to your account at https://freedom24.com/authentication/login.

2/ Go to Member Area->Brokerage Reports –> Broker Report

Select the date to 31 December 2024 and download the available PDF (screenshot from the previous year).

Note: You can choose English or Spanish languageboth would be valid in Autodeclaro.

It will be a PDF as shown below.

Note: if the table header is in Spanish, it would also be valid.

3/ Once you have the PDF, go to the "Securities"and copy the content below into Notepad++. This will be the file/extract to use to obtain your Model 720, as shown in the screenshot above:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Puede darse el caso que si tienes cantidades de miles de euros, en el extracto no viene el separador de miles como en el ejemplo de a continuación:

Corregir el extracto eliminando el espacio entre el digito de los miles y la centena.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if the last year submitted was 2021, you should get two CSVs in which you have to indicate the year at the end of the filename. "Portfolio_Freedom24_2021.csv" and "Portfolio_Freedom24_2023.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Saxo Bank

Saxo Bank provides a PDF extract.

1/ Go to your account at https://www.saxotrader.com/login/en.

2/ Go to Personal Account - Account Statement

For more information, please visit https://www.help.saxo/hc/en-ch/articles/360001268946-Where-can-I-find-my-account-reports

3/ Open the PDF extract. Select the items as indicated in the image below and copy the content to Notepad (Tex-Edit on Mac).

5/ Prepare the Extract by pasting the content previously copied from the PDF:

Note 1: If you use Mac, use the programme "Text-edit.

Note 2: It is recommended to use "Adobe Acrobat or open the PDF with "Google Chromeif the content is not formatted as shown below when pasted.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if the last year submitted was 2021, you should get two CSVs in which you have to indicate the year at the end of the filename. "Portfolio_Saxo_2021.csv" and "Portfolio_Saxo_2023.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

Generic template

If you have a broker or crowdlending platform that is not on the list of supported ones, you can contact us at to see if it is possible to integrate it.

However, we offer the option of entering the information in a generic template where you can fill it in yourself.

1/ Go to the available staff.

2/ Follow the instructions to download or copy to your Google Drive space.

3/ Download the template in CSV format. To generate your form 720.

Note: If you filed the Form 720 previously, you have to do step 2, twice (open positions of the year you are filing and the last one filed), as the last year in which you filed the Form 720 is also required, as explained here.

For example if you want the years 2022 and 2021, you should get two excels in which you have to indicate the year at the end of the filename. "Portfolio_Template_2021.csv" and "Portfolio_template_2022.csv".

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

VIAINVEST

Viainvest deposits the Notes in the country of origin of the securities themselves. That is to say, Notes belonging to Poland are deposited in Poland.

Note: Autodeclaro discards those positions from the extract that are not Notes, i.e. do not have an ISIN.

Viainvest proporcionará un extracto que se llama “ACCOUNT STATEMENT” con toda tu información de la cuenta a fecha de 31 de Diciembre, como se muestra en el ejemplo de a continuación, que se llama "Active investments in financial instruments at closing date"..

COMO DESCARGARLO

Es un extracto en formato .HTML , cuando se abre se visualiza en el navegador como una página web.

• Se puede solicitar directamente al equipo de soporte de Viainvest (info@viainvest.com).

• También indican que se puede descargar desde tu “investor account” –> “Statement section” o download from your investor account.

Y tiene esta visualización:

Para automatizar el modelo 720, una vez que tenemos el extracto de Viainvest que está en formato .HTML (Página web), necesitamos obtener el formato CSV. A continuación se detallan los pasos para obtener el formato CSV

1/ Go to Google Drive and open a new spreadsheet.

2/ Abrir el extracto en formato .HTML en tu navegador web.

3/ Select the table (including header) of the section "Active investments in financial instruments at closing date". y copiar el contenido.

Note: Puedes buscar la cadena de texto "Active investments in financial instruments at closing date". directamente.

5/ Paste the content into the spreadsheet that we have opened in Google Drive. And it will look like this:

Note: if the header is not in English, modify the columns with the English column names.

At least change the columns:

• Column I : "ISIN
• Column J: "Underlying LO".
• Column F: "Amount Units
• Column D: "Amount

6/ go to "File" -> "Download -> "comma separated values (.csv)".

7/ Once the file has been downloaded in .CSVis ready for use in Autodeclaro.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

MINTOS

The Notes are deposited by Mintos in Latvia, which is the country where the securities are located, and are not dependent on the originator. That is, for Notes originated in Poland, these securities are issued and held in custody with entities in Latvia, controlled by the Mintos Group, which has its tax headquarters in Latvia.

Currently each "note" has a nominal value of €0.01. In other words, if you have €1.25, you would have 125 notes or number of securities.

Note: Autodeclaro discards those positions from the extract that are not Notes, i.e. do not have an ISIN.

How to obtain the Mintos extrado?

Mintos provides a statement with a list of "Notes" and "Loans" as of 31 December, as shown in the example below. This tax statement for filling in the 720 tax form must be requested directly from Mintos through its SAC (Customer Service) .

Note: For the year 2023 some customers have sent them a statement with a different format. Please note that it must be the same format as the one shown below. We hope that by 2024 it will be the same format, if not, please let us know.

To automate the 720 model, we will use the Mintos extract which is in XSLX (Excel) format. But we need the CSV format. The steps to obtain the CSV format are detailed below.

1/ Go to Google Drive and upload the file provided by mintos in XSLX format.

2/ Open the file in Google Drive and go to "File" -> "Download -> "comma separated values (.csv)".

3/ Once the file has been downloaded in .CSVis ready for use in Autodeclaro.

IMPORTANT: Remove the numeric identifier at the beginning of the file name. Any number at the beginning of the filename indicates the number of owners. That is, if the file is named "23423_investorLoanBalances.csv" remove the numerical part and it would be "investorLoanBalances.csv“.

Note: If you filed the Form 720 previously, remember to download also the statement of the last year in which you filed the Form 720, as explained here.

Once you have all the statements ready, you can buy your completed Form 720 in a few minutes.

TWINO

En desarrollo, próximamente disponible.

Mientras tanto puedes utilizar la Generic Template para trasladar los datos desde Twino a Autodeclaro

DEBITUM

En desarrollo, próximamente disponible.

Mientras tanto puedes utilizar la Generic Template para trasladar los datos desde Debitum a Autodeclaro

DO YOU USE MAC?

In those brokers where it is necessary to copy information from the PDF, it is recommended to do the following in the "Text Edit" programme.

1/ Choose format "Convert to plain text".

2/ The display format will change

3/ Once you have pasted the content, save the file in UTF-8 format with the extension ".csv".