Export both required DEGIRO CSV files.

1. Export the account statement

1. 1

   Open DEGIRO and go to Inbox, then open the account statement.

2. 2

   Set the date range to the complete calendar year: 1 January through 31 December.

3. 3

   Choose CSV export. Keep the file contents and column headers unchanged; BrokerTax refers to this file as Account.csv.

2. Export the year-end portfolio

1. 1

   Open Portfolio and choose the portfolio export.

2. 2

   Select 31 December of the same tax year as the account statement.

3. 3

   Export as CSV. Keep the contents and headers unchanged; BrokerTax refers to this file as Portfolio.csv.

Before uploading

Why both files? Account.csv provides the year’s cash movements and activity, while Portfolio.csv establishes the positions held at year-end. Neither file alone contains enough evidence for the filing review.

• Both CSV files belong to the same DEGIRO account.
• Account.csv covers the complete tax year.
• Portfolio.csv is the 31 December snapshot for that year.
• The files use UTF-8 encoding; a UTF-8 byte-order mark (BOM) is accepted.
• Keep the exact English export column-header format. Localized or altered headers are rejected rather than guessed.
• Activity descriptions are recognized in English, German, French and Italian. Other descriptions stop the import rather than being guessed.