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finyx-tax

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Cross-border tax guidance for DE & BR investors

Finance & Accounting#dba#tax#brazil#germany#investment-tax#freistellungsauftrag
Authoritalolelis
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill provides personalized investment tax guidance for German and Brazilian investors, covering Abgeltungssteuer, Sparerpauschbetrag, Vorabpauschale, DARF, come-cotas, and cross-border DBA guidance.

Core Features & Use Cases

  • German investment tax guidance: Steuerklasse recommendations, Abgeltungssteuer breakdown, Günstigerprüfung, Teilfreistellung, Sparerpauschbetrag tracking, Vorabpauschale readiness, and PKV Basisabsicherung references when applicable.
  • Brazilian investment tax guidance: asset-type-specific IR treatment, DARF calculation, come-cotas, FII dividend rules and the 2025 Law 15,270/2025 updates, and annual DIRPF declaration reminders.
  • Cross-border guidance: residency tiebreakers, withholding credit mechanics, and DBA resolution strategies to minimize double taxation.
  • Phase-driven advisory delivery: profile validation, staleness checks, and scenario-based outputs with safety disclaimers.

Quick Start

Ask for your profile and asset details to generate tailored tax guidance for German and Brazilian investments.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: finyx-tax
Download link: https://github.com/italolelis/finyx/archive/main.zip#finyx-tax

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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