Tax Wizard Anmeldelser 

This service is great. It generates a tax report when you upload a brokerage account statement. I was looking for somthing like this for quite a while. Good value for money.

Doesn't work. Only show me a HRMC Tax report in white, dont fill nothing. In the end was urgent and I use Chat-GPT and filled in 5 min. For free. Wasted £21..63 for nothing.

Considero o serviço muito bom, resolveu a complexidade do preenchimento dos Formulários Irs, e ainda rectifiquei os anos anteriores. Dúvidas e erros que iam surgindo na submissão dos .Csv foram sempre solucionadas, nunca fiquei sem resposta, mesmo faltando só 3 ou 4 dias para o dia 30 junho.

Tax Wizard is an excellent tool to help processing trade data to prepare the submission of tax forms. My experience is with Portuguese IRS. I have more than 8000 transactions on Etoro's trading platform and also some crypto position on Bitvavo. Etoro's statements Excel sheets are directly accepted by the software, while the Bivavo required the filling of a custom sheet they provide. Everything is processed accord to the IRS FIFO rules and official Euro/Usd exchange rate as well the grouping required to fit all in the 2k maximum number of lines of the submission form. And the cherry on top of the cake, they filled my IRS form ready to be submitted. They have everything documented and it is simple to use. An additional useful feature is the possibility of simulating the prepared data (annex J) in order to get an idea of the final amount we will be taxed. In my case the error of the simulation was about 60€ (not bad!). I strongly recommend it! In the web site they claim that it processes tax forms for several European countries. If those processing are similar to the case for Portugal, it will help a lot!
At least for Portugal I strongly recommend it. It worths well the annual fee of 25€ charged. Thank you very much and congratulations for the nice works done.

P.S. I also would like to underline the user service they provide. Due to the huge dimension of my eToro Excel file, the software broke the processing. Promptly, after my request, they enter in contact and made the necessary corrections in order to submit the tax declaration on time.

Functional and simple to process in this age of hundreds and thousands of micro transactions when preparing tax statements. Been using for 3 years.

Ottimo per la rapidità; ho ottenuto il tax report per l'anno fiscale 2025 in un istante.
Molto meno apprezzabile invece per l'interfaccia, che non solo non è intuitiva e non include alcuna spiegazione per orientare le scelte, ma addirittura modifica automaticamente le selezioni dell'utilizzatore.
Un esempio: dovendo adeguarsi alla modalità utilizzata nei report di eToro degli anni precedenti (obbligatorio in italia), è necessario selezionare il metodo di calcolo LIFO, ma il sistema lo cambia in FIFO inserendo automaticamente la spunta a "Utilizzare le coppie di acquisto/vendita fornite nel report di eToro invece del metodo di calcolo selezionato", senza che l'utilizzatore ne sia assolutamente al corrente.
Anche le istruzioni per la generazione dell'estratto conto eToro (che dev'essere tassativamente in inglese, per cui richiede la modifica della lingua nell'account) non sono disponibili direttamente dalla dashboard.
Infine, una volta generati, il report e i file, non rimangono disponibili per la consultazione successiva.
Insomma, è una piattaforma senz'altro utile e rapida, ma si rischia di commettere gravissimi errori se non si fa attenzione o non si hanno già le informazioni giuste.
Per quanto riguarda invece la correttezza del calcolo, purtroppo non ho modo di verificarlo. Speriamo bene...

Iniciei os investimentos por “brincadeira”, sem fazer ideia do que seria necessário no IRS. Fui apanhada de surpresa sem saber fazer/preencher a declaração. Contactei alguns contabilistas (alguns inclusive com “fama” no instagram) que se negaram devido à complexidade. Foi então que vi no reddit alguém a recomendar a Taxwizard e, honestamente, salvou-me! Declaração preenchida em 5 minutos, qualquer erro na declaração ou dúvida no preenchimento que tive foi sempre solucionada rapidamente! Recomendo a 100%

Paguei 25€ em 2026.
Ganhei, só em despesas e encargos que tive nas aplicações 68€ de deduções que nunca na vida teria colocado se tivesse feito manualmente. Mais que pagou o custo do TaxWizard xD.
Foi simples, é só seguir os passos e adicionar os documentos de cada uma das aplicações (5 no meu caso) e caso algum documento esteja fora de ordem ele dá aviso imediatamente e permite repor o documento certo. Adorei e para o ano estou cá novamente.
Podes subir o valor que eu pago xD
Worth it!

Salva vidas

Tax Wizard helped me a lot. I spent many hours trying to file my IRS declaration because of some investments. However, with Tax Wizard I was able to finish the declaration right away.

Recommended by a colleague at work I was at the beginning sceptical.
Although I'm one of the few persons that liked filling up his anual Portuguese IRS, this year since I had less time I decided to give this one a go.
What took 1 to 2 evenings took 30m with minor help from the help bar.
Only thing that was missing were 2 cripto brokers that I will be suggesting to be added to next year.
Will use it again next year.

I can say that it helped me with my tax declaration. But not as automated as it is advertised, not even close to it.
There is almost no help on forms we fill data, they ask for us to submit the prefilled IRS file with several annexes, even if in our case we don't specifically need them, and we have to figure it out by ourselves, because upon validation, there's errors on those not needed annexes.
Sent an e-mail with questions, got no answer.
Be advised, this is a good compliment, but not a fully fledged automated platform. Took me a while to sort out the errors.

É uma grande ajuda no preenchimento da declaração anual de IRS. recomendo!

cobram sem passar fatura e ainda entregam o resultados cheio de erros...

The best site I've encontered online, and for the price we pay, it worths a lot :)

terrible scamers. never trust them, im waiting for a full refund !

Great tool, with lots of options but still easy to use.

Super smooth experience. I ran into an issue with a file, reported it, and it got fixed in literally 30 minutes. After that, everything just worked and I had my IRS sorted without any hassle. Really easy to use and great support. Definitely sticking with it.

Parabéns pelo trabalho , apesar de precisar de ser mais intuitivo não é nada que não se consiga fazer aliado ao vosso suporte sempre prestável. Recomendo vivamente!!