At the end of the year your accountant needs one set of figures per account: opening and closing balance, profit and loss, fees, swaps, deposits and withdrawals. The Annual Tax / Accounting report builds them for your fiscal year and downloads them as spreadsheets.

Plan: every plan.

Set the year

1. In the menu on the left, click Analytics, then Reports.
2. Click the Annual Tax / Accounting tab.
3. Pick the accounts under Accounts, or click All USD accounts or Select all.
4. In Fiscal year start, type the year the fiscal year begins in, for example 2026.
5. In Fiscal start month, pick the month it begins. Leave January for a calendar year; pick April for a year from April 2026 to March 2027.

Read and download the report

1. The totals for all the accounts are at the top.
2. Below, the accounts are grouped by broker and currency. Each group lists its accounts with Opening, Closing, Gross Profit, Gross Loss, Net PnL, Fees, Swaps, Deposits, Withdrawals and Trades, and a Total row.
3. Click Summary CSV for one row per account.
4. Click Detail CSV for every closed trade of the year, with its open and close time, symbol, lots, profit, commission and swap.

Good to know

• The year is cut on your own calendar and time zone, shown at the top of the report (for example Europe/Sofia). Set it under Viewer Timezone in Settings › Display before you download.
• Accounts in different currencies stay in separate groups and are never added together.
• The tracker prepares the figures; it does not give tax advice. Check your country's rules with your accountant.

Related guides

• Monthly breakdown for several accounts
• Show times in your own time zone
• Print a monthly account report