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.

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. Filling in the address for brokers' statements.
  2. Excel summary, so that you can check the content of your Form 720 in a quick and easy way.
  3. Origin of the type of asset in declarations previously submitted Model 720.

All the details of the news 2024.

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.

Savings platformsFull excerptIt does not provide (and calculated by Autodeclaro)
RaisinYes
BrokerFull excerptIt does not provide (and calculated by Autodeclaro)
DeGiroYes
Interactive Brokers (IBKR)Yes
eToro (Act. 19 March 24)YES in PDF
RevolutYes
Trade RepublicYes
Charles SchwabNoISIN
eTradeNoISIN
Interactive InvestorsNoISIN
XTBYes
Trading 212No
Admiral MarketsNoISIN
DIF BrokerYes
Scalable CapitalYes
FidelityNoISIN
TastyTradeNoISIN
FirstradeNoISIN
Freedom24NoName of the value
SaxobankYes
Generic Template
(Valid for any broker)
Yes
CrowdlendingFull excerptIt does not provide (and calculated by Autodeclaro)
ViaInvestYes
MintosYes
Generic Template
(Valid for any Crowdlending platform)
Yes

If you have any questions or problems, please do not hesitate to 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 2023, 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 2023. So you will have to download the statements as of 31 December 2023.
  • 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 2023) 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 2023.

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 2023.
  3. Rename the files by adding their year to the end of the file name.
  4. Ex. "Degiro2020.csv" and "Degiro2023.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

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 file 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 within 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.

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.

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 2023. Raisin already informs you of the date of account closure and identifies the records whose deposits have been closed.


DeGiro

Instructions for obtaining the TAX FORM MODELO 720 from DeGiro where we have to export the statement of our open positions as follows:

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

1/ Enter the DeGiro website

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

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.

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 29 December 2023 (last working day).

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 Brokers (IBKR)

Instructions on how to obtain the share statement from Interactive Brokers:

Note: If you wish to declare cash, the instructions are as follows here. The cash is not part of Autodeclaro's automation, must be indicated manually. 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. 

1/ Go to Client Portal of IBKR

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

2/ Go to "Performance & Reports" in the main menu and then to "Performance & Reports" in the main menu and then to "Performance & Reports" in the main menu.

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

3/ Create a flex query by clicking on the "+" button.

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

Then we indicate a name such as Model 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
4/ Choose the following fields that you want to appear in the report:

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

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

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

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

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

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

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

8/ Confirmation message of the recently 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"..

9/ The newly created flex query will now appear. Execute the query on the "blue icon with the 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': 2023-12-29
  • As at': 2023-12-29
  • Format': 'CSV

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

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.

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 migrated account information visible, it must 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"..

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

IMPORTANT Update 16 March 2024

The 2023 fiscal report has changed slightly in format from last year, we will make the necessary adjustments in the week of 18 March and hope to have it ready by 22 March.

IMPORTANT Update 19 March 2024

The etoro statement for the financial year 2023 is already supported.

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 2022 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 2022 financial year. Sales are calculated by Autodeclaro by comparing the 2021 statement with the 2022 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.

1/ Copy from the PDF all V and I type positions of the 'eToro PDF Extract': Start 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 Windows Notepad++.

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.

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 will look like this:

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).

2/ Do nothing in the CSV extract that has been generated, and enter this information manually 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/ 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".

Notepad
Notepad++

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.


TRADE REPUBLIC

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: 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.

2/ Go to "Profile" and look for the "Annual Tax Report" of the corresponding year. In the screenshot it is for 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

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++.

3/ Open the PDF document, select and copy the contents of the table from section III. Model 720 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.

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.

Tip: 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 2023

Year 2022

5/ 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: 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

2/ Go to "Accounts" in the main menu and in the secondary menu 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.

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

4/ Open the PDF document. The format of the 2022 statement varies from 2023, we break it down for each year below.

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++.

4/ Open the PDF document, select and copy the content 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 Notepad or Notepad++ of Windows.

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".

Tip: 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.

6/ 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):

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.

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 2022 statement is different from the 2023 statement, so we will show how to do it for each of them:

Year 2022

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 Notepad++ of Windows.

Year 2023

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.

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

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:

Year 2023

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++.

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 Notepad++ of Windows.

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.

For those lines where the "Stock Symbol" is not indicated, add any text such as 'XXX'. The result would look like this:

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".

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 2021
Extract 2022
Extract 2022

Extract 2023

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 2021

Extract 2022

Extract 2022

Extract 2023

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 statement 2023".

4/ Go to the "Invest account - open positions" page 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++.

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.


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.

1/ Admiral Markets provides a "daily account statement" in your email where you will find your open trades until that day. In order to file the 720 Form we will need to open the email on 31 December.

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".

You can save it with a '.CSV' extension such as "Portfolio_ADM.csv".
Notepad for Admiral Markets
You can save it with a '.CSV' extension such as "Portfolio_ADM.csv".
Notepad++ for Admiral Markets

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.
3/ The Admiral Markets statements do not include the currency of the amounts indicated, so it must be entered manually in the CSV file. In the header, include the new "Currency" field at the end, with a tab separation. In the subsequent lines, 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.

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

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

Fidelity Investments provides a CSV statement.

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

TastyTrade provides a PDF extract.

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.

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

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

Select the date 31 December 2023 and download the available PDF.

Note: it is important to do this in English, otherwise the extract will not work in Autodeclaro.

It will be a PDF as shown below.

3/ Once you have the PDF , go to the "Securities" page and copy the content below into Notepad++. This will be the file/extract to use to obtain your Modelo 720:

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_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 will provide a statement with all your account information as of 31 December, as shown in the example below. This tax statement to fill in the tax form 720 must be request the extract directly from Viainvest's support team.

To automate the model 720, we need to obtain the extract from Viainvest which is in .HTML format (Web page). But we need the CSV format. The steps to obtain the CSV format are detailed below.

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

2/ Open the extract in .HTML format in your web browser.

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

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

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

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

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

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

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 in Latvian entities 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: This year 2023 some customers have sent them a statement with a different format. Please note that it has to be the same format as the one shown below:

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 holders.

IMPORTANT: Remove the numeric identifier at the beginning of the file name. Any number at the beginning of the file name indicates the number of owners.

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.


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".

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