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etoro-furs's Introduction

Etoro -> FURS csv converter

Etoro to FURS conversion of excel file to csv, to easily import the data when submitting the doh_div to the Slovenian FURS. This is more of a "quick & dirty" implementation, but it should work fine to submit.

There are still some improvements that can be made, which I will do if/when time permits.

  • Load data files from github on every run to get current data
  • Write up some tests
  • Support other platforms??

Install

  1. Have Python3 installed
  2. Download this package to your computer and extract it
    • Click the green code button and select "Download ZIP"
    • Exctract the zip to a folder on your computer
  3. Open CONFIG.cfg and input your national(slovenian) TAX_ID number and DIVIDEND_TYPE
  4. Install the required packages from the requirements.txt
    • pip install -r requirements.txt Run this command in the terminal

Usage

First get the dividends report file from etoro account statement page and save it in the same folder. (It is best to create reports for only 1 year at a time)

Then, run the app with python etoro-furs.py by opening a new terminal window in the folder you extracted in the previous step.

Use -h to display the help text, to see what commands are available.

etoro-furs: Running etoro-furs
usage: etoro-furs.py [-h] [-v] input output

positional arguments:
  input          Input file from etoro. Must be in .xlsx format.
  output         Output file from csv. Must be in .csv format.

options:
  -h, --help     show this help message and exit
  -v, --verbose  Verbose output

To submit the file to the FURS authoriti, login and go to the dashboard('Namizje'), the click documents('Dokumenti') and then Doh-Div ('Napoved za odmero dohodnine od dividend'). Select the year of submission, and under 'Uvoz podatkov o izplačevalcih dividend in izplačanih dividendah s csv datoteko' upload the csv file you generated.

Issues/Troubleshooting

If the edavki.durs.si is returning an error when submitting, it means that some data in the csv is either missing or wrong. Check if your TAX_ID is correctly set, and that the company data is present. (If not, keep reading)

If you are having any other issues, or a company you are using isn't on the list, create a new issue here on Github and I will take a look.

Liability

The "etoro-furs" is provided on an "as is" basis. I make no representations or warranties of any kind, express or implied, regarding the functionality, performance, or suitability of the Software for any purpose.

I shall not be liable for any direct, indirect, incidental, special, consequential, or exemplary damages, including but not limited to, loss of profits, data, or business interruption, arising out of the use or inability to use the Software.

By using the Software, you acknowledge and agree that I assume no responsibility for any consequences resulting from the use of the Software. You agree to use the Software at your own risk.

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