Exporting Transactions from XTB (xStation)
XTB allows exporting transaction history from the xStation 5 platform. Below are step-by-step instructions.
Log in to the xStation 5 platform on your computer
Go to the "History" tab in the bottom panel
Select the date range by clicking the calendar (e.g., from January 1 to December 31)
Right-click on any transaction from the list
From the context menu select "Export to CSV" (or Excel)
Save the generated report to your disk
XTB also allows you to download an annual report from the website in the "Documents" section.
Tax Settlement with XTB
XTB is a Polish broker, so transactions on the GPW (Warsaw Stock Exchange) do not require PIT-ZG. However, transactions on foreign instruments (e.g., CFDs on American stocks, ETFs) may require PIT-ZG.
Dividends from Polish companies are subject to withholding tax (19%) and you do not need to report them in PIT-38 if they have already been taxed by the payer.
CFD transactions are settled as derivative instruments. Each closed CFD position generates income or a loss, which is settled in PIT-38.
XTB reports transactions in PLN, so there is no need for currency conversion. However, for foreign instruments, rates are already converted by the broker.
The FIFO method is mandatory. XTB exports transactions in chronological order, which makes applying the FIFO method easier.
Example of Tax Settlement for an XTB Transaction
Example: You bought 10 PKO BP shares in January 2025 at 50 PLN per share (500 PLN). In June 2025, you sold all shares at 60 PLN per share (600 PLN). Commission: 5 PLN for the purchase and 5 PLN for the sale. Income: 600 - 500 - 10 = 90 PLN. Tax: 90 x 19% = 17.10 PLN. This transaction does not require PIT-ZG because it involves a Polish company on the GPW.
Frequently Asked Questions
When is the XTB PIT due? What is the deadline for settling taxes?
PIT-38 from XTB must be filed by April 30 of the year following the tax year. XTB issues the PIT-8C usually by the end of February - you fill out PIT-38 based on this document.
How do I download the PIT-8C from XTB?
The PIT-8C is available in xStation 5 under the "Documents" tab or in the "Customer Service" section under "Tax Documents". You can also download it from the XTB website after logging in.
Does XTB issue a PIT?
XTB issues a PIT-8C (income information), but this is not a tax return. Based on the PIT-8C, you must independently fill out and file PIT-38 with the tax office.
Do CFD transactions on XTB require PIT-ZG?
CFDs are derivative instruments that are settled in PIT-38. If you trade CFDs on foreign instruments, you may need PIT-ZG. Consult a tax advisor.
How do I settle options on XTB?
Options are settled at expiration or when the position is closed. The difference between the purchase price and the sale/expiration price constitutes income or a loss.
Are XTB commissions tax-deductible?
Yes, commissions and fees are a tax-deductible expense. The calculator automatically includes all fees in the calculations.
Common Issues and Solutions
I cannot see the export option
Make sure you are using xStation 5, not an older version of the platform. The export option is available via right-click.
Ready to import your file?
Log in to the calculator and import your transactions. The system will automatically recognize the XTB format.
Last updated: 1/12/2026