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Quick Start

Automated generation of PPDG-3R (Capital Gains Tax) and PP OPO (Capital Income Tax) reports for Interactive Brokers users in Serbia. The app automatically retrieves transaction data and creates a ready-to-upload XML file, converting all prices to dinars (RSD).

Install ibkr-porez ↗

If you use the graphical interface, configure your data (the Config button), then just use Sync to refresh data and create declarations.

If you installed GUI + CLI, you can use both the graphical interface (starts as ibkr-porez without arguments) and the command line, see below.

The GUI and CLI use the same database.

⚠️ While the GUI is running, do not use the command line, as simultaneous usage may cause database errors.

If you want to do everything via command line, continue with:

⚠️ Import is only necessary if you have more than one year of transaction history in Interactive Brokers. Flex Query allows downloading data for no more than the last year, so older data must be loaded from a full CSV export ↗.

Quickly create the required declaration

If you want to quickly create a specific declaration.

Fetch Latest Data (fetch) ↗

Generate Report (report) ↗

Upload the generated XML to the ePorezi portal (PPDG-3R section).

PPDG-3R

Automatic declaration creation

If you want to automatically receive all required declarations and track their status (submitted, paid).

Fetch latest data and create declarations (sync) ↗

Declaration Management ↗