In certain cases, we carry out tax optimization. This involves the reimbursement of taxes already paid on investment income. A tax statement is provided in your profile for each tax optimization.
The subsequent creation of an exemption order can lead to tax optimization. It is important that the exemption order is set up in the current calendar year. If you only submit an exemption order in the following year, taxes paid in that year can no longer be refunded.
You can activate or adjust the exemption order via the app settings. To do this, click on the "Exemption order" dialog and define the desired amount (max. 1,000 euros). In the "Tax overview" you can see the amount that you have already claimed from your exemption order.