Contributing

TaxReporter is built in the open, and you do not need to be a tax expert to help. Most contributions are bug reports, broker support, test files and documentation. The full contributor guide is CONTRIBUTING.md on GitHub; this page is a short overview.

Never share real data

Issues and pull requests are public. Never attach a real broker export or a generated tax file, and never paste your tax number, account numbers or other personal details.

Report a broker export change

Brokers change their export formats without notice. If an export stops working, or looks different from what TaxReporter expects, open an issue and:

1. Name the broker, the export type (for example “Trading 212 → History → Export CSV”) and the date you exported it.
2. Paste only the header row. If it helps, add one or two rows in which every number, identifier and name has been replaced with made-up values.
3. Keep the real file to yourself. It holds your account details and your whole trading history.

Add a broker adapter

An adapter reads one broker’s export and turns it into TaxReporter’s common list of events: trades, dividends, withholding tax, fees and corporate actions. Exchange-rate conversion, FIFO matching and the XML files are shared, so an adapter never has to deal with them. A new adapter needs:

• detection by the file’s header or structure, never by its file name;
• a made-up or anonymized test file for every known revision of the export format;
• every row accounted for: used, listed as ignored with a reason, or reported as a problem, never dropped silently;
• a short research note on where the format is documented and which fields can be trusted.

The details are under Adding a broker adapter in CONTRIBUTING.md. The roadmap lists the brokers people have asked for.

Check the tax rules

Every rule TaxReporter applies is backed by a primary source: the law, FURS’s instructions and schemas, or Banka Slovenije. The sources are collected in the research notes in docs/research/ on GitHub, and a change to how any figure is calculated needs a primary source cited there. If you know Slovenian tax rules well, reviewing those notes is one of the most useful things you can do.

Improve these pages

This site is written in Markdown in website/src/content/docs/, and every page has an Edit page link at the bottom. To preview a change on your own computer (Node.js 22.12 or newer):

cd website
npm ci
npm run dev

A few rules keep the pages accurate:

• Write plain US English, and keep Slovenian terms such as popisni list as they are.
• Use the future tense for anything not yet listed as shipped on the roadmap.
• Link to other pages root-relative, such as /roadmap/. The build adds the site’s base path.

License

TaxReporter is free software under the GNU Affero General Public License v3.0 or later.