About

Hello!

This project represents a natural progression from the initial "Always Day One" project that debuted on YouTube. The primary objective was to inspire Polish individuals to commence investing through Interactive Brokers (IB). However, a challenge emerged in the form of tax declarations, as IB does not provide the necessary documentation required by Polish taxation law. Each IB investor is obligated to independently prepare and calculate profits and losses, converting them to PLN. Recognizing the potential demotivation caused by this minor task, I began contemplating ways to simplify and enhance everyone's experience.

The present microservice effectively addresses this issue. Anyone, regardless of their accounting or tax expertise, can swiftly and accurately generate a tax declaration using this microservice.

Following the instructions, users will download IB reports in .csv format from their IB profile, utilizing a specified blueprint. Subsequently, the microservice enables users to process these reports within 1 second, performing calculations in Polish currency (zl/PLN) as per the day-minus-1 requirement. The calculated results can then be seamlessly transferred to the PIT-38 or Pitax.pl wizard, which will generate a PIT-38 declaration document. Once the declaration is generated, users can conveniently transmit it directly from Pitax.pl to the Polish local Tax office.

Note: The current microservice is not endorsed or sponsored by Pitax.pl in any way. Pitax.pl is simply acknowledged as another widely used web-based microservice that contributes to simplifying our daily lives.

The entire project, from design to coding, implementation, testing, deployment, maintenance, and financing, has been undertaken solely by the owner, Andrii Gorshunov.

Important information: The service does not store your files on a server and processes your data instantly. If you need access to past data, simply reprocess your old IB reports. It is advisable to double-check your data before transferring it to the Pitax service.

Our service is compatible with the following currencies: USD, EUR, GBP, CAD, CHF, CNY, RUB, JPY, HKD, SGD, SEK, NOK. If your IB report features a currency not included in this list, please contact the Administrator for further assistance.




Technical implementation:

Back-end: Python, Pandas, Flask/Jinja, PostgreSQL, API Requests to National Polish Bank

Front-end: HTML, CSS, JS, Bootstrap

256 bit encryption

SSL enabled (Your information, for example, passwords or credit card numbers, is private when it is sent to this site)



Best regards,

Always day one