About us
Precise tax settlement for traders and investors
PodatekForex turns broker reports into the figures a PIT-38 return asks for, converting every trade into zloty at the NBP mid rate. Built for people who file for themselves.
Most forex and CFD brokers are foreign entities, and they do not issue a PIT-8C. Revenue and costs on forex, CFDs, crypto and dividends have to be worked out by hand, at the right NBP rates, one trade at a time.
So we built the tool that does the tedious part. You upload reports as HTML, CSV or XLSX, and within minutes you have revenue, costs and income mapped straight onto the boxes of the form, per art. 30b and art. 11a of the PIT Act.
19%
Flat capital gains rate (art. 30b)
3
Regimes computed separately in one return
10
Currencies converted at NBP rates
Our principles
What we care about
Precise to the grosz
Compute. Verify. File.
Every position is converted on its own at the correct NBP rate, to the precision the PIT-38 requires. The algorithm has been audited and tested against real broker reports.
Built on the statute
Art. 30b, art. 30a and art. 11a of the PIT Act.
The method follows the current rules: the flat 19% rate, the NBP mid rate from the preceding day, correct treatment of swaps, commissions and fees, and the three regimes the Act refuses to let you combine.
Transparency
You see every step of the calculation.
Price result, swap, commission and fee are separated out, the NBP rate and its date are shown for each trade, and the finished boxes of the return are laid out section by section.
What sets it apart
Built for precision
NBP rates from the API
Mid rates pulled automatically from the official NBP API, stepping back over non-business days up to 7 days.
Three regimes at once
Forex and CFDs, virtual currencies and foreign dividends in one settlement, each in its own section.
A full export set
The completed PIT-38 as PDF, XML for e-Deklaracje, a TXT summary and the data in CSV and Excel.
Ready for the return
Revenue, costs and income mapped straight onto the boxes of the form, together with the PIT/ZG sheet.
Security and privacy
Your transaction report is parsed in the browser and is not stored on our server. Processing happens in real time. Accounts and payments run through trusted providers, and the Privacy Policy covers the detail.