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Releases: levino/ibkr-german-tax-report

v0.0.6

16 Sep 11:15
45129f5

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Patch Changes

  • 2982991: Enhance German tax calculations with improved accuracy and comprehensive documentation

    • Split income types: dividends (line 7) and interest (line 19) according to German tax requirements
    • Separate German taxes: Abgeltungssteuer (line 37) and Solidaritätszuschlag (line 38) with correct 25%/5.5% split
    • Improve USD conversion using IBKR's pre-calculated EUR totals to avoid exchange rate issues
    • Add official German tax form terminology matching Anlage KAP
    • Include prominent disclaimers and comprehensive README with calculation explanations
    • Update currency handling to use IBKR's "Total Interest in EUR" and "Total in EUR" values
  • 2a846fe: Add comprehensive HTML reports with CSV line number traceability and enhanced transaction details

    • Generate detailed HTML reports alongside CLI output for professional documentation
    • Add CSV line number tracking for all transactions (dividends, taxes, interest totals)
    • Include transaction-level details grouped by German tax form lines (7, 19, 37/38, 41)
    • Professional styling with print-optimized CSS for PDF generation
    • Complete audit trail linking every calculation back to source CSV lines
    • Automatic HTML file generation during tests for validation
    • Enhanced user experience with browser-based report viewing and printing

v0.0.5

15 Sep 10:35
8754f3f

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Patch Changes