📝 Description
The Full Service is Waltio's premium offer in which experts take complete charge of your account: adding sources, full transaction management, production of the tax report and blockchain certification.
📂 What Does Full Service Include?
Full Service comprises 4 components:
Adding your accounts: experts connect all your platforms and wallets.
Complete management: verification and correction of all your transactions.
Complete tax report (5 documents): tax certificate, declaration appendix, stock sheet, general ledger, expert deliverable.
Blockchain certification: attestation of the validity of your data.
📂 The 5 Included Documents
Tax certificate: summary of your taxable capital gains.
Declaration appendix: document to attach to your tax return.
Stock sheet: status of your portfolio as of 31 December.
General ledger: detail of all your transactions.
Expert deliverable: summary report written by the expert.
📂 How to Subscribe to Full Service?
Go to tax.waltio.com/profile/subscription, select Full Service and click "Subscribe". You will then receive a questionnaire to complete.
⚠️ Warnings
Standard timeframe: 3 weeks. During tax filing season: up to 5 weeks.
A refund is only possible if no deliverable has been provided within 5 weeks.
Price: €2,999.
💡 Additional Information
For a review without full management, see the Expert Review.