1. Help Center
  2. General questions

Does illio help prepare taxes?

We don't prepare tax returns.

However, you can export your closed positions in the Positions page and calculate your P&L over a custom date range that represents your tax year. Typically profit or loss on positions are taxed under Capital Gain tax rules.

You can also go to the Income page and note down the income you have received over the same tax year period. Income is typically taxed at your marginal tax rate.