Tax Wizard Reviews 

Tax Wizard is an excellent tool to help processing trade data to prepare the submission of tax forms. My experience is with Portuguese IRS. I have more than 8000 transactions on Etoro's trading platform and also some crypto position on Bitvavo. Etoro's statements Excel sheets are directly accepted by the software, while the Bivavo required the filling of a custom sheet they provide. Everything is processed accord to the IRS FIFO rules and official Euro/Usd exchange rate as well the grouping required to fit all in the 2k maximum number of lines of the submission form. And the cherry on top of the cake, they filled my IRS form ready to be submitted. They have everything documented and it is simple to use. An additional useful feature is the possibility of simulating the prepared data (annex J) in order to get an idea of the final amount we will be taxed. In my case the error of the simulation was about 60€ (not bad!). I strongly recommend it! In the web site they claim that it processes tax forms for several European countries. If those processing are similar to the case for Portugal, it will help a lot!
At least for Portugal I strongly recommend it. It worths well the annual fee of 25€ charged. Thank you very much and congratulations for the nice works done.

P.S. I also would like to underline the user service they provide. Due to the huge dimension of my eToro Excel file, the software broke the processing. Promptly, after my request, they enter in contact and made the necessary corrections in order to submit the tax declaration on time.

Functional and simple to process in this age of hundreds and thousands of micro transactions when preparing tax statements. Been using for 3 years.

Tax Wizard helped me a lot. I spent many hours trying to file my IRS declaration because of some investments. However, with Tax Wizard I was able to finish the declaration right away.

Recommended by a colleague at work I was at the beginning sceptical.
Although I'm one of the few persons that liked filling up his anual Portuguese IRS, this year since I had less time I decided to give this one a go.
What took 1 to 2 evenings took 30m with minor help from the help bar.
Only thing that was missing were 2 cripto brokers that I will be suggesting to be added to next year.
Will use it again next year.

I can say that it helped me with my tax declaration. But not as automated as it is advertised, not even close to it.
There is almost no help on forms we fill data, they ask for us to submit the prefilled IRS file with several annexes, even if in our case we don't specifically need them, and we have to figure it out by ourselves, because upon validation, there's errors on those not needed annexes.
Sent an e-mail with questions, got no answer.
Be advised, this is a good compliment, but not a fully fledged automated platform. Took me a while to sort out the errors.

terrible scamers. never trust them, im waiting for a full refund !

Great tool, with lots of options but still easy to use.

Super smooth experience. I ran into an issue with a file, reported it, and it got fixed in literally 30 minutes. After that, everything just worked and I had my IRS sorted without any hassle. Really easy to use and great support. Definitely sticking with it.

Excellent experience; the owner is very helpful, answers fast, and can help with any problem you might need.

For tax reports, this is by far the best tool (at least for the Portuguese IRS), this saved me tons of time.

Thank you!

I needed some assistance to get the right numbers from the statements I've got from my trading platforms to prepare my UK tax return so I thought I would try Tax-Wizard. I bumped into a problem upon trying to uploading my files first so I contacted their customer service. They replied very fast; turned out that the issue was due to the high number of my transactions, and they told me they would try find a solution by next morning. I was sceptical but these guys are actual wizards, and the solution was ready by next morning; I uploaded my files, and got my tax-return ready summary in seconds! This is a great tool, the customer service is first class; they saved me from days of struggling overnight, and I couldn't be more relieved and grateful, and recommend this company more as even the price is super friendly considering how much weight they lift from your shoulder in such little time. Thanks a lot!

Quick & Fast support on multiple languages, far from the mediocre and almost automated support, it surprised me.
The website while it seems a bit "hard" at first there are explanations and a video showing you the steps, either way you can contact them fairly quickly and they will help.

I had some minor issues while figuring it out, but in the end it worked out as someone with 0 understanding of filling the IRS Taxes in the investment part of it, this not only made it easy, it also showed the numbers very well in the end for ease of understanding.

The price is low &t at the same time very fair for the service given, it allows a ton of different brokers and even process it combined with the household.

Time is money. And mine is too valuable to spend doing paper work for taxes. For the second year in a row, these fellas helped me out filling completely and without errors my tax declaration. Even when I had some discrepancies they answers immediately to my questions! Worth every euro!!! ❤️

Excellent service that changed the way I do my taxes saving me long hours of work. Excellent help assistance too

This platform makes tax reporting for capital gains, interest, and dividends incredibly simple and efficient. The user-friendly interface streamlines the process, ensuring accuracy and compliance with minimal effort. What truly sets it apart is the responsive and knowledgeable support team, always available to assist quickly. If you want a easy way to handle your Portuguese tax obligations, this is an excellent choice.

Fast to calculate the capital gains, with multiple brokers and countries, and the support by e-mail was very quick to analyze a specific problem and solve it. Thank you!