It can often make sense to carry out an assessment of your financial situation with a view to the potential for tax optimisation even before the end of a tax period.

Realised and unrealised gains and losses

When it comes to the method of calculating gains and losses, TaxLevel offers the option of showing realised and unrealised gains and losses. This method shows realised and unrealised gains and losses separately. The unrealised gains and losses are calculated on the basis of fair-value positions which means that they can be used for tax planning and optimisation during the ongoing tax period.

Please see also the explanations under Generic tax report.