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Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms

Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms is filed with Agencia Tributaria, IRPF (Modelo 100). With Managora you do it 100% online: you answer a few questions, sign a digital mandato (power of representation) and we draft, sign and file your application for you. What we charge you: from €199.

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We calculate what you gained or lost with your broker for your Renta (IRPF, Spanish personal income tax) return: shares, ETFs and funds using the FIFO method and the two-month rule, dividends with the international double taxation deduction, CFDs, forex, options and futures, and prop firm payouts on funded accounts, which are taxed separately. We apply your losses from previous years, check whether you must file Modelo 720 and give you the report with every amount and the Modelo 100 box where it goes.

Practical guide: Trading in the Renta: how to declare shares, ETFs, CFDs, forex and options. Requirements, deadlines and the steps, explained.

What we charge you
from €199
Managora's fee
€199.00 (21% VAT incl.)
Tasa (official government fee)
No tasa payable
Processing time
It is included in the Renta return for the tax year (the filing season runs from April to June of the following year). If the Renta return has already been filed, the report is used to correct it.
Where it is filed
Agencia Tributaria, IRPF (Modelo 100) ↗
What you receive
Application

Cost breakdown: Our fee is 199 € with a single broker and only shares, ETFs or funds; 299 € with 2 or 3 brokers, or with CFDs, forex, options or futures; 499 € with more than 3 brokers, funded accounts (prop firms) or more than 1.000 trades in the year. 21 % VAT included, no official fee. The price follows from your answers. The resulting IRPF is paid through your Renta return: gains on your investments are taxed in the savings base (from 2025: 19 % up to 6.000 €, 21 % up to 50.000 €, 23 % up to 200.000 €, 27 % up to 300.000 € and 30 % above that); prop firm payouts are taxed in the general base, at your marginal rate..

Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms: how is it filed?

  1. 1Answer the questions (about 5 minutes): the price follows from your answers.
  2. 2Upload the annual tax report or transaction statement from each broker.
  3. 3Payment of 199 €, 299 € or 499 € depending on your case (21 % VAT included).
  4. 4Sign the mandate from your phone.
  5. 5We calculate your gains and losses using FIFO, the two-month or one-year rule, offsetting, dividends and derivatives, and we check whether Modelo 720 applies to you.
  6. 6You receive the report with every amount and the Modelo 100 box where it goes.

Which documents do you need?

  • •Annual tax report or transaction statement from each broker, with closed positions, dividends and the balance at 31 December.
  • •Purchase records for the securities you sold, only if the broker's report does not show their purchase price.
  • •Prop firm payout history and invoices for your challenges, if you trade funded accounts.
  • •Your Renta return for the previous year, if you are carrying forward losses still to be offset.
  • •Evidence of tax withheld abroad, only if you received foreign dividends and the broker does not show it.

Prerequisites we also handle for you

And whatever a third party provides, we arrange it

  • Traducción jurada (sworn translation) into Spanish
  • Apostilla or legalisation of a foreign document

You do not have to look for anyone: we coordinate it. As it is provided by a third party it is quoted separately and does not go inside the price of this procedure, and we tell you the amount before ordering it.

Legal basis and things to bear in mind

  • If you sell at a loss and buy homogeneous securities within the two months before or after (one year if they are not listed on a regulated market), that loss cannot be used that year: it is taken into account when you sell the securities you bought back.
  • Investment losses first offset the year's gains; any excess offsets up to 25 % of the positive balance of dividends and interest, and the rest over the following four years. After that period they are lost.
  • Trading with your own money is taxed as a capital gain or loss in the savings base, including CFDs, forex, options and futures, even if you trade every day.
  • What you are paid by a prop firm is not an investment gain: it is taxed as business income in the general base, which usually costs more than the savings base.
  • Trades with a foreign broker do not usually appear in the tax data for your Renta return and that broker does not withhold Spanish tax: you still have to declare them. Tax withheld abroad on your dividends is deducted in Spain, up to a limit.
  • If at 31 December you held more than 50.000 euros in securities or accounts with institutions outside Spain, you may have to file Modelo 720. We check this against your statements.
  • If you have already filed your Renta return without these trades, the report is used to correct it: from the 2024 Renta onwards, with an autoliquidación rectificativa (corrective self-assessment), whether you owe more or are due a refund; for 2023 and earlier, with a supplementary return or a request for rectification.

Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms: frequently asked questions

Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms: how much does it cost?

We charge you from €199: our fee plus, where applicable, the fixed official tasa we advance. Our fee is 199 € with a single broker and only shares, ETFs or funds; 299 € with 2 or 3 brokers, or with CFDs, forex, options or futures; 499 € with more than 3 brokers, funded accounts (prop firms) or more than 1.000 trades in the year. 21 % VAT included, no official fee. The price follows from your answers. The resulting IRPF is paid through your Renta return: gains on your investments are taxed in the savings base (from 2025: 19 % up to 6.000 €, 21 % up to 50.000 €, 23 % up to 200.000 €, 27 % up to 300.000 € and 30 % above that); prop firm payouts are taxed in the general base, at your marginal rate.. Managora's fee is €199.00, 21% VAT included (€164.46 net + €34.54 VAT). This procedure carries no official tasa.

Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms: how long does it take?

It is included in the Renta return for the tax year (the filing season runs from April to June of the following year). If the Renta return has already been filed, the report is used to correct it.

Trading tax report for your Renta: shares, ETFs, CFDs, forex and prop firms: which documents do I need?

You need to have to hand: Annual tax report or transaction statement from each broker, with closed positions, dividends and the balance at 31 December., Purchase records for the securities you sold, only if the broker's report does not show their purchase price., Prop firm payout history and invoices for your challenges, if you trade funded accounts., Your Renta return for the previous year, if you are carrying forward losses still to be offset., Evidence of tax withheld abroad, only if you received foreign dividends and the broker does not show it.. You do not upload them here: we collect the details through the guided chat.

Who files the procedure?

Managora files it in your name with Agencia Tributaria, IRPF (Modelo 100). You only provide the details through the chat and sign a mandato (power of representation); we prepare, sign and register it.

Can it be done online?

Yes. The whole process is online: you answer a few questions in the guided chat, sign a simple mandato on screen and receive the receipt and the official documents by email, with full legal validity.

Related procedures

Based on the legislation in force and on the official site of the competent authority: Agencia Tributaria, IRPF (Modelo 100) ↗.

Managora Gestion SL (company number B88823893) is a private company. We are not Agencia Tributaria, IRPF (Modelo 100), we are not affiliated with, authorised or endorsed by any public authority, and this website is not an official government portal. What you pay on this page is our fee for preparing, signing and filing the procedure on your behalf: it is separate from the official tasa, which where applicable belongs to the authority and is shown to you separately. You can carry out this procedure yourself, directly with Agencia Tributaria, IRPF (Modelo 100).

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