etradeTaxReturnHelper

Project that parse e-trade and revolut account statements and Gain and Losses documents in order to compute total gross gain and tax paid in US that are needed for tax return forms out of US.

Data for Tax form from capital gains (PIT-38 in Poland)

Install this program: cargo install etradeTaxReturnHelper (For Linux if you encounter compilation problem look to faq)

Download financial data :

a. Etrade: Download PDF documents from a year you are filling your tax return form for example: Brokerage Statement <xxx>.pdf and MS_ClientStatements_<xxx>.pdf:

 1. Login to e-trade, navigate to [Documents/Brokerage Statements](https://edoc.etrade.com/e/t/onlinedocs/docsearch?doc_type=stmt)
 2. Select date period
 3. Download all `ACCOUNT STATEMENT`  and `Single Account Statement` documents

b. Revolut:

 1. Go to your profile 
 2. Click Statements and documents 
 3. Download Consolidated statement for a year you are filling your tax return form for:

Run:
1. etradeTaxReturnHelper <your PDF documents that MAY contains dividends and/or sold transactions e.g. "*.pdf"> <Gain and Loss XLSX document>
2. Alternatively you can just run etradeTaxReturnHelper to have program running with GUI (graphical user interface):

FAQ

1. How to install this project?

For Windows OS you can download binary (zip archive holding executable) from releases webpage. Place executable in the same directory as desired e-trade documents. Open Windows terminal (command prompt or powershell) and type etradeTaxReturnHelper.exe *.pdf *.xlsx
For Linux and MacOS you need Rust and Cargo installed and then you can install this project (crate): cargo install etradeTaxReturnHelper
For Linux where there is no X server or no privileges to install system dependencies then you could try to install non-GUI version: cargo install etradeTaxReturnHelper --no-default-features

2. Does it work for other financial institutions apart from etrade ?

There is support for saving accounts statements of Revolut bank (CSV files) , as Revolut does not pay tax on customer behalf and tax from capital gain of saving account should be paid by customer.

3. How does it work?

Here is a Demo

4. How can I report problem?

If this project does not work for you e.g. there is crash or data produced does not seem correct then please run it with diagnostic: RUST_LOG=info RUST_BACKTRACE=full etradeTaxReturnHelper <your args e.g. PDF and XLSX files> and share it via issues or via my email (see github profile)

5. When building etradeTaxReturnHelper on Linux I have an errors:

error: linking with `cc` failed: exit status: 1
 
       rust-lld: error: unable to find library -lX11
       rust-lld: error: unable to find library -lXext
       rust-lld: error: unable to find library -lXinerama
       rust-lld: error: unable to find library -lXcursor
       rust-lld: error: unable to find library -lXrender
       rust-lld: error: unable to find library -lXfixes
       rust-lld: error: unable to find library -lXft
       rust-lld: error: unable to find library -lfontconfig
       rust-lld: error: unable to find library -lpango-1.0
       rust-lld: error: unable to find library -lpangoxft-1.0
       rust-lld: error: unable to find library -lgobject-2.0
       rust-lld: error: unable to find library -lcairo
       rust-lld: error: unable to find library -lpangocairo-1.0
       collect2: error: ld returned 1 exit status
       
error: could not compile `etradeTaxReturnHelper` (bin "etradeTaxReturnHelper") due to 1 previous error; 6 warnings emitted

If you are to build etradeTaxReturnHelper from source with GUI (default option) then for Linux you need to have X server (graphical infrastructure in Linux) with some of development packages:

a) Ubuntu
```
sudo apt-get install libx11-dev libxext-dev libxft-dev libxinerama-dev libxcursor-dev libxrender-dev libxfixes-dev libpango1.0-dev libgl1-mesa-dev libglu1-mesa-dev
```

6. How can I help?

Issues and Pull Requests are welcomed!
Please donate charity organization Wielka orkiestra swiatecznej pomocy
If you happen to be an employee of Intel Corporation then you could support this project by "giving me recognition".

EtradeTaxReturnHelper

Install / Use

README