Financial Performance Information

We offer three auxiliary reports that will help you with your tax return:

– Tax Report: generated in the month following receipt of the dividend credit.

– Capital Gains report: generated on the subsequent month to the sale of an asset.

– Annual report: generated on the annual declaration period, with the client’s positions and balances on 12/31.

Besides access to the auxiliary information present on the reports, should the sum of all sales exceed R$ 35.000 and return profit during the month, we will generate the DARF directly onto your account. To visualize it, access: Reports > Tax Report > Capital Gains > “DARF”.

Currently, customers who have transferred custody and made a deposit directly in dollars will only have access to the auxiliary income report.

Important: Avenue does not provide tax or fiscal advice. The presented guidelines for monthly filling of income and earnings earned abroad are only intended to assist in the fulfillment of your fiscal obligations, more specifically in the payment of Income Tax relating to income and earnings obtained abroad with financial assets operated through Avenue’s system. Our auxiliary reports do no replace or remove the investor’s responsibility to verify the information and amounts presented, as well as to obtain guidance from their lawyer and/or trusted accountant for the correct declaration of operations to the Brazilian Federal Revenue Office and payment of Income Tax.