Tax filing with Trading 212

How to import transactions from Trading 212. CSV export, calculator import, PIT-38 and PIT-ZG.

Automatic CSV import is supported.

How to import transactions from Trading 212

  1. 1Log in to your Trading 212 panel (xStation, Client Portal or app).
  2. 2Go to transaction history / reports. Set the date range (full tax year).
  3. 3Export CSV file. Keep UTF-8 and full transaction report.
  4. 4Import the file in our calculator. The system will recognize the format, apply FIFO and generate a PIT-38 summary.
Connect account Trading 212

PIT-ZG: Trading 212 is a foreign broker. In addition to PIT-38 you need the PIT-ZG attachment. The calculator will prepare summaries for both forms.

Frequently asked questions

  • How to export transactions from Trading 212?

    Log in to the Trading 212 client panel, go to transaction history or reports, set the date range (tax year) and export the CSV file. Import it into our calculator.

  • Does Trading 212 require PIT-ZG?

    Foreign brokers (e.g. Interactive Brokers, DEGIRO, Trading 212) require PIT-ZG. Polish brokers (e.g. XTB, mBank eMakler) – only PIT-38. Our calculator supports both forms.

  • What format to export from Trading 212?

    Usually CSV with comma separator, UTF-8 encoding. Choose a full transaction report (Trade Report), not a summary.

  • Will the calculator recognize the Trading 212 format?

    Yes. We support formats from Interactive Brokers, XTB, Trading 212, DEGIRO, Revolut, eToro and others. Import the file – the system will match columns and calculate PIT-38.

  • What is the PIT-38 deadline for Trading 212?

    The PIT-38 declaration for a given year must be filed by April 30 of the following year. For 2025 – by April 30, 2026.

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