# Tax Reclaim

> Tax Reclaim (taxreclaim.eu) helps retail investors and cross-border expats recover foreign dividend and interest withholding tax. It calculates exactly how much you can legally reclaim under double-taxation treaties across 98 source countries and generates a filing-ready PDF document for 38 of them, which is the prescribed sign-and-submit official form in 25 jurisdictions and a worksheet or an application letter in the rest. It is an information tool, not individualised tax advice.

## Key pages
- [Tax guides by country](https://taxreclaim.eu/tax-guide): withholding tax rate, reclaim deadline and forms for each source country, plus per country-pair guides (e.g. Switzerland for UK investors).
- [Supported forms](https://taxreclaim.eu/supported-forms): every reclaim and tax-credit form, grouped by country.
- [Form guides](https://taxreclaim.eu/forms/ch-form70): how to file each individual form — deadline, official channel, step-by-step.
- [Withholding tax glossary](https://taxreclaim.eu/tax-glossary): plain-English definitions of WHT, DTT, treaty rate, foreign tax credit, certificate of residence, beneficial owner and more.
- [Dividend stocks](https://taxreclaim.eu/popular-dividend-shares): per-stock withholding-tax and reclaim context for popular dividend payers (Nestlé, Shell, Allianz, etc.).
- [Pricing](https://taxreclaim.eu/pricing): free calculations; Essential €9.99/year for one country-year filing package; Pro €29.00/year for unlimited portfolio filing. Tax included; no success fees. Machine-readable: https://taxreclaim.eu/pricing.md
- [Data sources](https://taxreclaim.eu/sources): provenance for every treaty rate and reclaim deadline.

## Key facts
- Coverage: 98 source countries with treaty and withholding-tax data; a generated reclaim or tax-credit document for 38 of them, of which 25 jurisdictions get the prescribed sign-and-submit official form and the rest get a worksheet to transcribe into an online return or an application letter. Dividend and interest withholding tax.
- Model: calculate recoverable amounts for free. Essential includes one source country and tax year per annual billing period. Pro includes unlimited filing packages, broker statement and CSV import, and filing-deadline email reminders. No percentage success fees.
- Reclaim deadlines and treaty rates come from national tax authorities and bilateral treaty texts and are kept current per tax year. Where a figure rests on a commercial tax summary it is used in the calculation but is not published as a citation, so the Sources page lists only authority documents.
- Broker import: 16 dedicated statement formats across 15 broker brands are read directly (DeGiro, Interactive Brokers Activity and Flex Query, Trade Republic, Trading 212, Nordnet, Freetrade, Rabobank, Avanza, XTB, Charles Schwab, Saxo, Swissquote, Revolut, eToro, BUX), plus a generic column-mapped CSV. Dividends and interest are imported separately because treaties rate them differently. Where a broker does not report withholding tax, the amount is estimated from the source country's statutory non-resident rate and the user must confirm or correct it before the claim is saved.
- Compliance: GDPR-compliant; EU-region data storage; no broker credentials are stored.
- Disclaimer: Tax Reclaim is an information tool, not individualised tax advice.

## MCP servers (AI assistants)
- [Calculator](https://api.taxreclaim.eu/api/mcp): no sign-in, free, saves nothing to an account. Tools: `estimate_refund`, `list_countries`, `get_deadline`, `estimate_dividends`.
- [Account](https://api.taxreclaim.eu/api/mcp/account): sign-in with your Tax Reclaim email code and approve access (OAuth). Tools: `get_account`, `preview_claims`, `save_claims`, `list_claims`, `get_filing_plan`. Claims are saved only after a preview and your explicit yes; saving counts against your plan's limit.
- Setup for Claude, ChatGPT, Cursor, VS Code, Claude Code, Codex CLI and Gemini CLI: https://taxreclaim.eu/ai-assistants

## Contact
- support@taxreclaim.eu