This can be achieved in one of two ways:
- By uploading FF reports in Excel format to FinParser for the entire period from the moment of opening a brokerage account until the end of the reporting period.
- By uploading to FinParser the FF report in Excel format for the reporting period + the list of open positions at the beginning of the reporting period in FinParser (Excel) format.
Declaration generation scheme for Freedom Finance
The second method requires more detailed explanations. For example, the account was opened in 2018, and the declaration is submitted for 2020. It is necessary to upload a report for 2018 (from the moment of opening an account until the end of the year) + reports for 2019 and 2020 to FinParser and generate a tax return file (in one format or another), as well as the format “FinParser (Universal format in Excel)” (More).
The following year, the resulting file in FinParser format is uploaded together with the report for 2021. In turn, already on the basis of these input data, a tax return file + transactions and positions in the FinParser format based on the results of 2021 can be obtained, which can then be used as input data for obtaining a tax return for 2022 (together with the broker’s report for this period), etc.
Instructions for obtaining a Excel report
1. Log in to the Tradernet app. Choose an account.
2. Menu → Brokerage reports
3. Choose a period. Receive a report by mail – Send report by email, enter your email address.
4. Click Create report.