Your E1kv — ready to copy
The E1kv Summary tab shows every Kennzahl pre-filled, with a live BERECHNUNG section that matches exactly what FinanzOnline expects.
E1kv Summary tab — all KZ fields plus a live tax calculation.
KapFrei reads your IBKR, SAXO, and E*Trade exports and produces a ready-to-file E1kv. FIFO matching, ECB FX rates, WHT reclaim analysis, and Nichtmeldefonds — all automated.
If your portfolio sits outside an Austrian "steuereinfach" broker, you calculate everything yourself.
Not with KapFrei.
Sell a stock bought three years ago? The cost basis starts three years ago. Miss any prior-year data and your gains are wrong.
Germany withholds 26.375% on dividends. Austria's treaty caps it at 15%. The 11% difference is reclaimable — most investors never file.
US REITs, BDCs, and non-OeKB funds owe annual tax on imputed income — even if you received nothing. The calculation is obscure. KapFrei does it.
From broker export to FinanzOnline in under an hour.
Set up a Flex Query once — about 10 minutes. KapFrei auto-fetches current-year data; drop prior-year IBKR exports once and the tool picks them up. No manual data entry.
Every KZ field pre-filled. Every number is a traceable Excel formula — click into any cell to see exactly how the figure was derived.
Transfer the KZ fields into your Einkommensteuererklärung (E1kv appendix), or upload the generated XML directly. Done.
The E1kv Summary tab shows every Kennzahl pre-filled, with a live BERECHNUNG section that matches exactly what FinanzOnline expects.
E1kv Summary tab — all KZ fields plus a live tax calculation.
The E1kv Summary uses live Excel formulas linked back to every trade, dividend, and FX rate. Click any KZ cell to see its exact source. That's the standard a Finanzamt audit expects — not a single-page PDF from your Steuerberater.
KapFrei calculates the reclaimable amount for every treaty country, generates the reclaim report, and auto-fills forms like the French Cerfa 5001. What used to mean a weekend of research and form-hunting takes one run.
The live Gains vs. Losses view shows your running KeSt position for the year. Realise a loss before December 31st to offset gains — and see the exact KeSt reduction before you press the sell button.
A step-by-step flow handles FIFO across all years, ECB FX rates, WHT crediting, and Nichtmeldefonds — automatically. Most investors save €500–€800 per year compared to filing through a Steuerberater.
Everything you need, in one place.
FIFO, Nichtmeldefonds, WHT reclaim — why Austrian tax reporting is hard, and how I automated it.
Connect IBKR, review the Excel, copy to FinanzOnline. Exactly three steps.
Germany withholds 26.375% but the treaty caps it at 15%. Country-by-country filing guide.
KapFrei started as a personal project after one too many hours in spreadsheet hell — and one too many €800 invoices from a Steuerberater for a three-page report. The tool handles IBKR, SAXO, and E*Trade; calculates KeSt exactly the way §27 EStG requires; and generates a ready-to-submit FinanzOnline XML.
"Kapital macht frei."
Free your capital gains from unnecessary cost and complexity.
Every formula is visible. Every figure traceable. Open the Excel and verify anything.
§27 EStG FIFO, KeSt 27.5%, Nichtmeldefonds §186 InvFG, DBA treaty WHT caps — all handled.
Web app (no CLI), WHT reclaim automation, OeKB Meldefonds auto-fetch. Follow for updates.
Follow the Substack for early access, how-to guides, and updates on the WHT reclaim process for Austrian investors.
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