TradeTax transforms an Interactive Brokers / IBKR Activity Statement into the values you need for Self Assessment SA106 / SA108.
WHY ACT NOW
The filing deadline is 31 January. Filing late can trigger penalties, interest or extra scrutiny. TradeTax shows what is at stake and gives you a clean pack before the deadline stress starts.
HOW IT WORKS
1. Download your IBKR Activity Statement (CSV) or Flex Query (CSV/XML).
2. Open the file in TradeTax.
3. Get the calculated values, a filing helper and a full evidence register.
WHAT TRADETAX CALCULATES
• Dividends, security sales and interest detected automatically.
• Amounts converted into the local declaration currency with official daily reference FX rates.
• Acquisition costs, fees, gains/losses and foreign withholding tax.
• Country-specific tax logic: dividend tax, CGT and foreign tax credit estimate.
• Values mapped to Self Assessment SA106 / SA108 for easy copy/paste into the official online return.
YOUR DOCUMENTS
• SA106/SA108 helper (PDF), income register (CSV) and HMRC filing guide.
• A CSV evidence register that opens in Excel or Numbers.
• A clear guide for filing via HMRC Self Assessment.
100% PRIVATE
Your broker data is processed locally on your iPhone. No upload, no account, no registration. The statement leaves your device only if you share it.
PRO SUBSCRIPTION
The calculation and preview are free. The annual Pro subscription unlocks all documents for all tax years and all future reports.
PRO SUBSCRIPTION DETAILS
• Title: TradeTax Pro.
• Duration: 1 year.
• Price: shown in the App Store purchase sheet before confirmation and localized by country.
• Auto-renewable subscription: payment is charged to your Apple ID account. The subscription renews automatically for another year unless cancelled at least 24 hours before the end of the current period. You can manage and cancel it anytime in App Store account settings.
• Terms of Use (EULA): https://tradetax.app/terms
• Privacy Policy: https://tradetax.app/privacy
IMPORTANT
TradeTax is a non-binding calculation aid and does not replace professional tax advice. The final tax is determined by the tax authority. Please verify all values before filing.
Upload your IBKR statement and have your tax values ready today.
