Enduring value guardianStrongly recommend providing CRS-related tax reporting forms and tax optimization features as soon as possible.
Current compliance requirements are becoming increasingly stringent, and the vast majority of investors urgently need tax filing. Currently, only daily or monthly statements are provided, making annual filing very cumbersome. Hope to quickly align with Futu and IBKR:
Provide relevant annual summary statements (Excel or CSV formatted summaries of annual transactions, dividends, and interest lists), Form 1024, prepaid tax certificates, and profit/loss analysis supporting the display of annual loss statistics based on strategies like FIFO or LIFO.
Tax optimization can provide users with evaluations based on strategies like FIFO and year-end tax advice.
If there are no good auxiliary tools, as regulatory oversight deepens, it is estimated that many users may give up on overseas investments, especially novice users. Hope the platform can take this seriously.@Longbridge Customer Service @Longbridge Xiao Ba @Longbridge LONGBRIDGE
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