Vest knows how important it is to provide the necessary documentation for filling out the Income Tax (IR) form. Therefore, when the fiscal year of 2023 ends, we will offer tax reports that will include capital gains, dividends, transactions with PTAX, and categories required by the Tax Authority, so that you have the necessary information to assist you in your declaration.

Here is a brief introduction on how to declare your dividends and profits and capital gains. Don't forget that to transcribe this information more accurately in your case, you should contact your trusted accountant:

With the Income Report spreadsheet, you can transcribe the information into your tax declaration or provide the document to your accountant.

In the “Dividend Report” tab, the “Total Income (BRL)” column can be transcribed in the tax declaration in the section “Taxable income received from a natural person and from abroad by the holder” under “Abroad”.

Still in the “Dividend Report” tab, the “Tax Obligation BRL (0190)” column can be transcribed in the declaration under “Deductions” of the Carnê-Leão in “DARF paid CODE 0190”.

Lastly, in the same tab, the total amount of the “Tax paid (BRL)” column can be transcribed in “Tax paid/withheld” under the subtitle “Tax paid abroad by the holder and dependents”.

For the declaration of capital gains, it is necessary to download the “Capital Gain Program 2023”. In this program, you must transcribe the information related to your positions and then export the downloaded file in the “Capital Gain Program 2023” to your declaration.

Remember to report, in the “Capital Gain Program 2023”, the acquirer of the assets as “ABROAD”, and in the “Source of income” report as “Foreign Currency Earnings”. Moreover, in “Tax calculation”, remember to report in the “tax paid” line the same value as the “tax due”.

If you want to know how to download your tax report, click here