Last updated 2026-06-27
Import Generic CSV Dividends
Tax Reclaim imports your Generic CSV dividend history directly from the any CSV with your own column mapping you already have. Upload the file and Tax Reclaim reads the gross dividend amounts and any withholding tax already deducted, then calculates exactly how much foreign tax you can legally reclaim under your tax treaty.
Try it now — upload your Generic CSV file
See exactly what Tax Reclaim reads from your file. Nothing is saved and no account is needed — this runs the same parser used inside the app.
What Tax Reclaim reads from your Generic CSV file
- You map the columns yourself: asset name, payment date, and gross amount are required.
- Optional columns you can also map: ISIN, currency, withholding tax, source country, and income type (dividend or interest).
- Works with any broker or platform export that lists dividend or interest payments in a CSV — not just the brokers listed above.
How to export from Generic CSV
- 1
Export a CSV from your broker or platform
Download a transaction or dividend-history CSV that includes, at minimum, the asset name, payment date, and gross dividend amount for each payment.
- 2
Upload the CSV to Tax Reclaim
Open the import wizard, choose Generic CSV, and upload your file.
- 3
Map your columns
Match each CSV column to the required fields (asset name, payment date, gross amount) and any optional ones you have (ISIN, currency, withholding tax, source country, income type).
- 4
Review the preview and import
Check the parsed preview for accuracy before confirming the import.
Frequently asked questions
Which file do I export for a generic CSV import?
Any CSV from your broker or platform that lists your dividend (or interest) payments — the exact format doesn't matter because you map the columns yourself.
What columns are required?
Asset name, payment date, and gross amount are required. ISIN, currency, withholding tax, source country, and income type are optional.
Does Tax Reclaim read the withholding tax?
Only if you map a withholding tax column during the import — otherwise the entry imports with a gross amount and no tax withheld.
My broker isn't DeGiro, Interactive Brokers, Nordnet, or Trading 212 — can I still import?
Yes — Generic CSV works with any broker or platform export, as long as it's a CSV containing dividend or interest payment rows you can map to the required fields.
Import your Generic CSV dividends — it's free
Tax Reclaim reads your any CSV with your own column mapping and calculates exactly how much foreign withholding tax you can reclaim.
Import your Generic CSV dividends — it's free