Automated PPDG-3R tax reports for Interactive Brokers. It automatically pulls your data and generates a ready-to-upload XML file with all prices converted to RSD.
Project description
ibkr-porez
Automated PPDG-3R tax report generation for Interactive Brokers. It automatically fetches your data and generates a ready-to-upload XML file with all prices converted to RSD.
Quick Start
-
Configure: Save your Interactive Brokers Flex Query credentials and taxpayer details.
ibkr-porez config -
Fetch Data: Download transaction history from Interactive Brokers and exchange rates from the National Bank of Serbia.
ibkr-porez get -
Generate Report: Generate the PPDG-3R XML file.
ibkr-porez report
Simply upload the generated XML to the ePorezi portal (PPDG-3R section).
Documentation
Developers
Do not forget to run . ./activate.sh.
For work it need uv installed.
Use pre-commit hooks for code quality:
pre-commit install
Allure test report
Scripts
Install invoke preferably with pipx:
pipx install invoke
For a list of available scripts run:
invoke --list
For more information about a script run:
invoke <script> --help
Coverage report
Created with cookiecutter using template
Release history Release notifications | RSS feed
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