Hello there,
I have recently started using Rentablo to track my investments and manage my finances; and so far; I have found it to be a great tool. Although; I am hoping to optimize my usage of Rentablo; specifically in terms of tax benefits. I know that Rentablo offers various tax related features; such as tax reports and integration with financial institutions; but I am not entirely sure how to leverage these features to their full potential.
Can anyone share advice or best practices for using Rentablo to maximize tax benefits? For example; I would love to know how I can efficiently track and categorize my expenses and capital gains; especially when dealing with complex investment portfolios. Are there any specific tools within Rentablo that can help me minimize my taxable income or identify tax saving opportunities?
Additionally; I have heard that Rentablo provides automatic tax reports at the end of the year. How accurate are these reports, and how closely do they align with the latest tax regulations? I want to make sure I am staying compliant while also taking full advantage of available deductions.
Also, I have gone through this post; https://forum.rentablo.de/t/kein-depot-import-moeglich-devops which definitely helped me out a lot.
Lastly; if anyone has experience using Rentablo for tax planning in conjunction with other financial tools or advisors; I would love to hear about your approach. Does Rentablo integrate smoothly with external tax services or software; or is it better to rely on its built-in features?
Thanks in advance for your help and assistance.