How to export a report from Revolut
Revolut is a popular broker among investors. Download the stock Profit and Loss statement as a PDF — the calculator recognises it most reliably; it also reads the Revolut Invest CSV export (crypto exports are available in CSV/Excel). Revolut is not a Polish tax remitter (płatnik), so you file PIT-38 yourself from the imported report. Country is determined from ISIN when available. Transactions without ISIN may need manual country assignment.
Download the Revolut Invest statement for the longest available range. This keeps country allocation and FIFO continuity intact in the Polish filing; dividend data from the same statement goes to section G of PIT-38.
- 1Go to the "Invest" tab, select "More" and then "Documents"
- 2Select "Trading account"
- 3Select "Profit and Loss Statement"
- 4Select PDF format, set the widest possible custom date range (tip: it is convenient to first select "month", mark the dates, then switch to "custom")
- 5Download the statement and send the file by email to your computer or upload directly to the application
Tip: Generate a report for all previous years — this allows you to include the full transaction history. Make sure dates in different files do not overlap. The PDF is recognised most reliably; the Revolut Invest CSV export is read as well.
Why does Revolut need PIT-ZG for Polish returns?
Revolut is not a Polish tax remitter, so do not count on a Polish PIT-8C. Because of that, Polish investors file PIT-38 themselves from broker exports, adding PIT-ZG for sales of non-Polish shares and ETFs.
This is especially important when dividends were paid abroad or when tax was withheld at source before the money reached your account.
How to file Revolut in Polish PIT-ZG
PIT-ZG is required when Polish investors report foreign capital gains. For Revolut Invest, that means stock and ETF sales grouped by country. Foreign dividends are not part of PIT-ZG; they go to section G of PIT-38.
The calculator converts Revolut sales into Polish PIT-ZG values using NBP rates, and dividends with their withholding tax into section G of PIT-38.
Frequently asked questions
Do I need to pay cryptocurrency tax?
Yes, in Poland cryptocurrency gains are taxed at a flat 19% rate. Tax arises when you exchange crypto for money (PLN, USD, EUR, etc.), goods or services, or pay with it. Crypto-to-crypto exchanges are tax neutral.
How do I settle Revolut crypto taxes?
Export the CSV or Excel statement from the Revolut crypto section and import it into the application. The calculator automatically identifies crypto-to-fiat transactions and calculates the tax due.
Why should I select "from the beginning"?
Crypto purchase costs are deducted in the year you paid them, not in the year you sell those coins. If one year's costs are higher than that year's crypto revenue, you report the excess in that year's PIT-38 and it is added to next year's costs (art. 22 ust. 15–16). Import the full history so the calculator can work out the costs carried forward; they must match the excess shown in your earlier PIT-38 returns.
Are crypto-to-crypto swaps and staking taxed?
Crypto-to-crypto swaps (e.g., BTC → ETH) are treated separately from crypto-to-fiat sales and are excluded from the automatic disposal calculation. Rewards and staking receipts are not silently ignored: the application keeps them visible, uses broker valuation when available, and marks the result as incomplete if reliable valuation is missing.
Do stock transactions through Revolut require PIT-ZG?
Only sales of shares and ETFs of non-Polish companies and funds — one attachment per country. Revolut being based abroad (in Lithuania) does not decide this on its own. The application automatically prepares the required summary.
Do I need PIT-ZG for Revolut Invest?
Not because of the broker itself. You attach PIT-ZG when you have income from sales in a country other than Poland — e.g. from shares or ETFs of non-Polish companies and funds — one attachment per country. Polish shares and countries with a loss do not go on PIT-ZG.
How do I export Revolut data for PIT-ZG?
Download the investment statement from the app and import it into the calculator. Use the longest period available so the country-level summary stays complete.
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Compare related broker pages for PIT-38 and PIT-ZG.
Helpful links for filing
Prepare Revolut for Polish PIT-ZG without manual country breakdowns
Import your Revolut report and let the calculator prepare country-level PIT-ZG data together with Polish PIT-38 numbers.
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