Skatt (Sweden)

Privacy and permissions

This is what the add-on asks for. The reason next to each one is the author's own words, not ours. You'll see this same list when you install it, and you can say no then.

• Account management List accounts so each one can be classified as ISK, depå or untaxed.
• Transaction history Read deposits, trades, dividends and interest to compute the taxable amounts.
• Portfolio data Read the account value at each quarter start for the ISK kapitalunderlag, and current depå holdings to tell fund/ETF units apart from individual shares.
• Asset management Tell fund and ETF holdings in a depå apart from individual shares, since only funds carry the 0.4 % schablonintäkt.
• File operations Save the K4 avsnitt A export as a CSV file where you choose.
• Exchange rates Convert amounts in a currency the account itself does not use into SEK.
• Event listeners Know when a trade, edit or import changes the portfolio, so the cached figures refresh then instead of on a timer.
• Quote management Read the daily exchange-rate history so a trade is converted at the rate on its own date, and each depå holding's own price history for the fund schablonintäkt.

Installing it