For many investors and tax residents in Spain, the most difficult part of tax reporting is not the calculations themselves, but the lack of clarity about the process. What data is required; how to collect it; how to avoid mistakes.
At RoboTaxMaker, we have designed the process to be as clear, fast and predictable as possible.
Step 1: uploading the broker report
You upload your broker report. This may include reports from international platforms you already use.
There is no need to enter trades, dividends or transactions manually. We use your report as the basis for further processing.
Step 2: data verification
After the upload, the system asks several follow-up questions.
This is necessary in order to interpret the data correctly, take into account the specifics of your assets and prepare the information in accordance with the requirements of Spanish tax law.
We guide you through this stage so that it remains clear and does not require complicated actions.
Step 3: data processing and structuring
At this stage, we analyse the broker report, structure the data and convert it into a format that complies with the requirements of the Agencia Tributaria.
We take into account different types of transactions, currencies, commissions and the specifics of investment instruments.
The main objective: to transform fragmented financial data into a clear and accurate tax structure.
Step 4: receiving the result
As a result, you receive a completed declaration or structured data that can be used for tax filing in Spain.
This means that you do not need to deal with complex calculations on your own or manually adapt broker reports to the requirements of the tax system.
Support at every stage
If questions arise, we help resolve them.
We support the entire process and, if necessary, verify additional information so that the final result meets tax reporting requirements.
Why this process is convenient
We have built the workflow in a way that removes the main fears clients usually have:
- you do not work with the data manually
- you understand every stage of the process
- you reduce the risk of errors
- you save time
Conclusion
Working with RoboTaxMaker is a clear and structured process that includes data upload, information verification, processing and receiving the final result.
We take care of the complex part of working with financial data and help you prepare tax reporting in accordance with Spanish legislation.