Frequently Asked Questions
YES! You can put the cost of an ROI Premium membership or an individual program in your earnings deductions. Income acquisition expenses are deducted from salary income and they reduce the amount of taxable earned income. The ROI “Take Advantage of Tax Deductions” program advises you on how you can deduct membership expenses from taxation.
More information on the topic can be found here:
Investments are calculated as capital, in which case they are taxed in accordance to capital duty. With the ROI program “Understand the taxation of investment products” you will learn more about the taxation of investment products and with the program “Take advantage of tax deductions” you will learn more about the taxation of earnings and capital income.
To view account transactions, tap the icon in the top right corner of the app’s main view → Transactions
After each tax year, pre-filled tax forms are compiled for the investment service client as a summary of all taxable transactions. These include purchases and sales of ETFs, as well as dividends. It is the customer’s responsibility to provide this information to the tax office.