Automatic Tax Declaration Generation for Investors Worldwide

RoboTaxMaker automatically processes share transactions and broker reports to generate accurate tax declarations for investors worldwide. Our system applies the correct tax rules based on your country of tax residence, helping you report capital gains, dividends, and other investment income in compliance with local regulations. We work with tax requirements across many jurisdictions, with particularly strong expertise in Europe and Spain, where tax reporting rules for investment income are often complex.

Why choose RoboTaxMaker?

RoboTaxMaker is a reliable solution for automating tax reporting for investments and for analyzing broker data.

  • 0+ years

    Experience in the market

    Over five years of operational experience delivering tax reporting and investment reporting solutions across multiple jurisdictions.

  • 950+

    Satisfied customers

    Trusted by over a thousand users who rely on RoboTaxMaker for accurate, compliant reporting.

  • 90,9%*

    Accuracy of calculations

    High precision achieved through validated algorithms and secure, up‑to‑date tax logic.

  • to 405€*

    Potential cost savings

    Customers can save up to €500 on advisory fees by using automated reporting and pre‑filled forms.

A number of key benefits

Choosing RoboTaxMaker means using a reliable and efficient solution for consolidating financial data and preparing tax‑ready reports.
  • Ease of use
  • Ongoing support and updates
  • Experienced qualified team
  • Full coverage of applicable deductions

*Accuracy depends on the completeness and correctness of the data provided by the user. RoboTaxMaker prepares reports based on available broker data and applicable tax rules; users remain responsible for final review and submission.

How to get a tax declaration with RoboTaxMaker

Get a completed, tax‑ready declaration in a few simple steps — usually in under five minutes.

  1. Select your tax residence

    Choose the country where you are required to report and pay taxes on investment income. This determines which local tax rules and forms will be applied. (Tip: if you’re unsure, use the tooltip or consult a tax advisor.)

  2. Upload your documents

    Upload broker reports and transaction files. We accept multiple file formats from leading brokers to make import simple and reliable.

  3. Answer a few questions

    Provide clarifying details about your investments and circumstances. Short guided questions help us apply the correct tax treatments and avoid errors.

  4. Download your declaration

    Receive a ready‑to‑submit tax declaration and supporting statements. Review and approve the documents; if needed, they can be adjusted for jurisdiction‑specific requirements. 

Select your tax residence

Your country of tax residence determines how we process share transactions and prepare tax forms for submission to local tax authorities. RoboTaxMaker applies country‑specific tax rules to ensure accurate reporting of capital gains, dividends and other investment income. For best results, please choose the country where you are required to declare and pay taxes on investment income.

  • Spain (ESPAÑA)

    RoboTaxMaker has deep experience with Spanish tax reporting for investment income, including capital gains, dividend taxation and IRPF filing practices. Our workflows are optimised for Spain’s requirements and commonly used broker reports, ensuring accurate, compliant declarations.

    Choose Spain for tax reporting

  • Estonia (EESTI)

    RoboTaxMaker supports Estonian tax rules for investment income and integrates common broker statement formats used in the Baltic region. Select Estonia to apply local tax treatments and reporting templates.

    Choose Estonia

    Coming soon...

  • Argentina (Argentina)

    We process Argentinian broker reports and apply local tax rules for investment income. Choose Argentina to create filings aligned with regional practices.

    Choose now

    Coming soon...

  • Cyprus (ΚΥΠΡΟΣ)

    Our Cyprus workflow covers dividend treatment, capital gains considerations and local filing formats. Select Cyprus to generate tax‑ready documents tailored to Cypriot rules

    Choose Cyprus

    Coming soon...

Types of transactions we support

RoboTaxMaker processes a comprehensive range of investment transactions and related entries to produce tax‑ready statements from your broker data. Our platform supports diverse instrument types, fees and corporate events, ensuring accurate tax reporting across jurisdictions.

  • Dividends (including ETF distributions and withheld taxes)
  • Closing long positions (realised gains and losses)
  • Closing short positions
  • Option transactions (including expiry and exercise)
  • Futures trading and settlements
  • Contracts for difference (CFDs)
  • Interest credited on account balances
  • Bond coupon payments
  • Broker commissions and fees (including market data subscriptions)
  • Warrants and structured products
  • Forex transactions and currency conversions
  • Corporate actions (share buybacks, stock dividends, bond redemptions, splits, mergers)