How it will work

The short version: you export your history from your broker, open the files in TaxReporter, check what it found, download the XML files, and import them into eDavki, where you review the return and submit it yourself.

Try the demo first

Before you add your own files, you will be able to explore a demo: made-up trades and dividends at real Banka Slovenije rates. The first time you open it, a short guided tour will walk you through it. On each step it lights one part of the screen and explains, next to it, what each figure is and where it came from: which exchange rate a sale used and why, how sales are matched with purchases across brokers, how long shares were held and the rate that follows, the 30-day rule for losses, the credit for tax withheld abroad, and how a file is imported into eDavki without filing it.

You will be able to leave the tour at any point with Escape or Skip tour, and the demo will be just as you left it. The Guided tour button starts it again: beside the Demo data chip in the first steps, and at the top of each page of your results. Nothing records that you have seen it.

1. Export your history from your broker

Download your transaction history as a file from every broker you use. For the first version that will be:

Trading 212: the CSV export of your account history.
Interactive Brokers (IBKR): a Flex Query report. These pages will list exactly which sections and fields to turn on.
Trade Republic: the transaction export (CSV), with all transactions. Its dividends, and trades with a foreign currency leg, will be read once a real export confirms how it writes them; until then such a row will stop both returns, with the reason.

Export your whole history, from the day you opened the account, not only the tax year. Each sale is matched against your earliest purchases of the same security first (“first in, first out”, or FIFO), and those purchases may be years old. If TaxReporter cannot find the purchases behind a sale, it will stop and ask for the missing exports instead of guessing.

If you hold the same security at more than one broker, export from all of them. FIFO applies to everything you own of that security, across all your brokers and accounts, so the holdings count as one.

2. Open the files in TaxReporter

You will be able to use TaxReporter in two ways:

In your web browser. The app will be served from this website, but it will run entirely on your computer. Your browser reads the files; nothing is uploaded.
On the command line. The command-line tool (CLI) will produce the same files as the browser app from the same input, for people who prefer scripts or need repeatable runs. At first you will run it from a copy of the source code.

You will also enter your tax number (davčna številka) and your name, because eDavki expects them in the file. They stay on your device as well.

Trading 212 exports do not say which account they come from. If you add more than one, TaxReporter will ask whether they are from one account (it assumes so until you say otherwise), so that overlapping exports of one account are read once and separate accounts are all counted. Every Trade Republic export will be taken for your one Trade Republic account, so add only your own: one person’s files per session. A child’s (Junior) account is the child’s own, so its export will be refused.

For Doh-Div, eDavki needs the name, address and country of every company or fund that paid you a dividend. TaxReporter will fill in the name and the country from your export where it can, and you will type in the address. For dividends Trading 212 paid out, it will start with Trading 212 as the payer (its name, address and country), which you can change. It will not look these details up online: that would tell a server which securities you own. Until a payer’s details are complete, Doh-Div will wait, while Doh-KDVP will still be ready to download.

3. Check your results

Once your details are in, TaxReporter will open your results: a dashboard with a sidebar, like a banking app’s. On a phone the sidebar will be a bar along the bottom of the screen. It will lead to:

Overview: the tax to pay for the year, as an estimate, with the two returns it comes from beside it, and the returns to download. FURS calculates the actual tax after you submit.
Gains: each security you sold, with the purchases each sale was matched to, first in, first out across all your brokers, and their dates, quantities and euro values.
Dividends: each payment, with the tax already withheld abroad and the part of it Slovenia credits.
Holdings: the shares you still hold, across all your brokers: for each security, the purchases a next sale would use, oldest first, with what each cost in euros at the Banka Slovenije rate of its purchase date and the day it moves to a lower holding-period rate. That day is the day after the purchase’s anniversary: FURS has not said whether the anniversary itself counts, so the day after is safe either way. Holdings are as of the last day your files cover, not today, and show cost only: TaxReporter fetches no market prices, so there is no market value.
Accounts: with two broker accounts or more, a page for each, listed under the sidebar’s pages on a computer and at the top of Holdings on a tablet or phone. Each will show that account’s own count of every security, to compare with your broker’s app, and no tax figure, since losses offset across brokers. An account whose files move shares in or out will be flagged “may not match your broker”: TaxReporter does not read transfers yet.
Notes: anything TaxReporter could not handle, with an explanation. Every row of your export will either be used, listed as ignored with a reason, or reported; nothing is dropped silently. A blocking problem, such as a corporate action TaxReporter does not support yet, stops the returns it can change until you resolve it, while the other return can still be downloaded. A Trading 212 takeover paid in shares in an earlier year, whose export books the new shares right after the sale, does not stop this year’s returns when nothing it touched was sold this year; it is listed as a note instead. Rights handed out free are treated the same way. Other corporate actions, and those from other brokers, still stop every return for now.

For every converted amount, you will see the rate used and the date of the Banka Slovenije list it came from. Exchange rates explains how the rate is chosen.

Nothing on the dashboard will be saved: closing the tab, or Start over, clears it.

4. Download the XML files

From the overview, TaxReporter will offer one file per return, each with its own download:

Doh-KDVP for your sales of shares and ETFs
Doh-Div for your dividends

The files will follow the XML format FURS publishes for importing these returns, and TaxReporter’s tests will check its output against FURS’s schemas. A report listing every figure and where it came from is also planned, so you can keep it with your records.

5. Import the files into eDavki

Log in to eDavki.
Open Dokumenti → Uvoz (Documents → Import).
Choose one of the XML files and click Uvozi dokument (Import document). eDavki opens the return, filled in from the file.
Check the return in eDavki. Compare it with what TaxReporter showed you and with your broker statements, and read any warnings eDavki shows.
Submit the return in eDavki when you are satisfied. Then repeat the steps for the other file.

Keep your broker statements and the files TaxReporter produced: FURS can ask you to show where a figure came from.

When to file

Doh-KDVP and Doh-Div for a tax year are due by 28 February of the following year. When that day falls on a weekend, the deadline has moved to the next working day: returns for 2025 were due on 2 March 2026. For tax year 2026, 28 February 2027 is a Sunday, so the deadline is expected to be Monday 1 March 2027. Check the date FURS announces before relying on it.

What TaxReporter will not do

File or sign anything for you. Only you can submit your return in eDavki.
Cover every return at first. The first version will handle Doh-KDVP and Doh-Div only. Interest (Doh-Obr) and derivatives such as options and CFDs (D-IFI) are planned for later.
Cover every broker at first. The first version will support Trading 212, IBKR and Trade Republic. The roadmap lists the brokers planned next.
Guess. When TaxReporter does not understand something in your export, it will tell you.