Free online calculator

Investor Tax – Investment
Income Tax Calculator

Calculate PIT and military levy on dividends and capital gains from foreign brokers. Supports Interactive Brokers and other foreign brokers. Automatic NBU rates, data preparation for your annual tax declaration.

Everything you need for your tax declaration

From broker report to a ready-made CSV — in a few clicks.

Broker support

Interactive Brokers (FlexQuery) and other foreign brokers — upload reports or enter data manually.

NBU rates automatically

Official NBU exchange rate is fetched for each transaction date. No manual lookups needed.

PIT 9% + Military 5%

Personal income tax and military levy calculation according to Ukrainian legislation.

Quarterly breakdown

Taxes grouped by quarter — convenient for quarterly payments and filling out declarations.

CSV export

Download a ready-made CSV file with all calculations for spreadsheets or your accountant.

Secure

Your tokens and access credentials are not stored on the server. They are used only during the request.

How it works

1

Connect your broker

Set up FlexQuery in IB, or upload a report from another broker.

2

Load your data

Enter your token and Query ID, upload CSV/XML, or try with mock data.

3

Get the calculation

The calculator will automatically fetch NBU rates and compute PIT and military tax for each transaction.

Plans

Everything is free. Support the project development — get Pro status.

Free

0 UAH
  • Unlimited dividend calculations
  • API and file upload support
  • Automatic NBU exchange rates
  • Quarterly breakdown
  • Stock calculations (FIFO)
  • CSV export
Start for free
For supporters

Pro

999 UAH / year

Support independent development

  • All service features
  • Early access to new features
  • First to know about updates
  • Support independent development
Support the project

Ready to calculate your taxes?

Registration takes less than a minute. Try it with mock data for free.

About

Investor Tax is an independent online service for calculating taxes on investment income. The project is developed and maintained by a single developer to help Ukrainian investors who earn income through foreign brokers.

The service calculates PIT and military levy in accordance with Ukrainian legislation. Currently supports Interactive Brokers (Flex API, CSV/XML). Support for additional brokers is planned for the future.

Contact

Have a question, found a bug, or have a feature request? Write to us — we reply to all messages.

Investor Tax – Investment Income Tax Calculator for Ukrainian Investors

If you are a Ukrainian tax resident and receive investment income through foreign brokers — Interactive Brokers and others — you are required to annually declare and pay the corresponding taxes for Ukrainian investors. Our service automates this process and significantly reduces the time needed to prepare your tax declaration.

Dividend taxation for investors in Ukraine

Under Ukrainian tax legislation, dividends from foreign companies are taxed at a 9% personal income tax (PIT) rate plus a 5% military levy. The tax base is the dividend amount converted to Ukrainian hryvnias at the official NBU exchange rate on the accrual date. Even if a foreign broker already withheld tax at the source, PIT and military levy are still payable in Ukraine in full.

Automated processing of broker reports

The service supports importing reports in CSV and XML formats — the standard formats used by most foreign brokers. For Interactive Brokers, direct integration via Flex Query API is available. For other brokers, manual file upload is supported. All NBU exchange rates are fetched automatically for each transaction date.

Tax declaration: filing deadline

Investment income is declared once a year in the annual Declaration on Property Status and Income, which must be filed by May 1st of the following year. The calculator provides a full-year summary to help you prepare your filing through the DPS electronic cabinet.

Capital gains and FIFO method

For calculating profit from stock sales, the FIFO (first in, first out) method is applied. The calculator processes all buy and sell transactions, converts amounts to hryvnias at NBU rates for the respective dates, and calculates the tax base in accordance with current Ukrainian legislation.

Your data is secure

Your broker access tokens and personal data are never stored on our servers. All data is used only during the active request and is not recorded in the database or server logs.

This service is a helper tool and may contain calculation errors. Please verify the results before submitting your tax declaration. The service is not liable for inaccuracies in calculations. If in doubt — consult a qualified tax advisor.