Under Reports you create your tax report for a tax year, download it as a PDF and preview the tax results per label and tax category. The tax results are calculated live, while the tax report is a snapshot from the moment it was created.
ℹ️ Good to know: For the tax report, transaction report, tax forms and the tax results preview you need a matching transaction package for the respective tax year. You buy it in the Shop.
At a glance
You want to … | How it works |
download the tax report | Reports › tax year › Tax Reports › Download |
preview the numbers live | Reports › Tax Results tab |
see what stays tax-free | Reports › Tax Results tab › Tax-Free section |
cancel a calculation that is stuck | Sidebar › running calculation › hover › Stop Calculation |
keep a submitted version | Mark the report with the star |
see which transactions fall into which tax category | Transactions › filter Tax-Type |
How do I download the tax report, transaction report & tax form?
1️⃣ In the web app, open Reports and select the tax year at the top.
2️⃣ Create an up-to-date report with + Tax Report (formerly Calculate Report). Blockpit recalculates all your transactions in the process.
The button is greyed out while transactions are still syncing. This way no incomplete report is created. Wait until the sync has finished.
3️⃣ If Tips appear, resolve them first. Otherwise gains can end up too high or too low.
4️⃣ Once the calculation has finished, click Download in the row of the report. There you find your tax report, transaction history and your tax forms.
If you prefer the old version of the tax report, it is still available for the time being.
5️⃣ You can also see all tax results in the tab of the same name, split by label and tax category with gains and losses, including tax-free values.
Functions at a glance
▸ Configuration and details: Every report shows the settings it was calculated with.
▸ Saving: up to 30 tax reports per year. You can rename or delete saved reports.
▸ Favorites: The star protects a report. Once 30 reports are reached, Blockpit automatically deletes the oldest one, except favorites.
▸ Tax results: per label and tax category with gains and losses (activated for users in Germany and Austria).
▸ Tax-free values: Besides the taxable income, the tab shows what stays tax-free. In Germany the rows are split into two sections: Taxable (§ 22 No. 3, § 20 and § 23 EStG) and Tax-free (tax-free inflows, other tax-free disposals, tax-free disposals under § 23 EStG outside the holding period). In Austria the rows are named after §§ 27, 27b, 29 and 31 EStG. Without a matching transaction package the rows are locked with a padlock.
▸ Filter Tax-Type: In Transactions you filter by tax type as soon as the tax year is unlocked (purchase of the tax report for that year required).
⚠️ Warning: If you have reached 30 reports in a year and have not marked the submitted one with the star, Blockpit deletes it automatically when you create the next new report.
Calculation takes too long? Stop it yourself
You do not have to wait for a calculation that runs unusually long or is stuck. You can cancel it yourself.
1️⃣ You recognize a running calculation in the sidebar by the Calculation entry with a sync icon. Hover over it with the mouse.
2️⃣ Click Stop Calculation.
3️⃣ After a short time the calculation stops. The sidebar shows the date of the last successful calculation again.
▸ What has changed? The running calculation has ended. Your transactions stay unchanged.
▸ Which state applies now? That of the last successful calculation, with its date in the sidebar.
▸ Undo: Start Calculation in the sidebar again.
⚠️ Warning: Stopped does not mean updated. If you changed transactions and then cancelled the calculation, tax results and report are still at the old state. Recalculate before you create or submit a report.
What happens next?
▸ Where is the report? In the list under Reports › Tax Reports, with its creation date and the totals at that time.
▸ Do you still change transactions afterwards? The saved report stays unchanged, the tax results change immediately. Then create a new tax report.
▸ Undo: You delete a wrong or duplicate report in its row. Your transactions are not affected.
Common mistakes
✗ Report created before the last change → it shows the old data state, create it again
✗ Tips ignored → disposals without cost basis increase the gain
✗ Report button greyed out, error suspected → the sync is still running, wait until it has finished
✗ Calculation stopped, numbers read as current → the state of the last successful calculation applies, check the date in the sidebar
✗ Submitted version not marked as favorite → it can be deleted automatically after 30 reports
The download does not start
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