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Export for eDavki

Initiate the translation of flex reports into XML forms compatible for upload to eDavki by running the following command:

sh
portfelj edavki --tax-year 2024

It takes flex reports from flex directory and outputs XML for edavki in edavki directory.

The prompt to enter the tax payer information will automatically appear on the very first run. Once the tax payer is all set, it will be used automatically on each run.

The output is organized by tax payer ID and tax year:

sh
.
└─ edavki
   └─ {TAX PAYER ID}
      └─ 2024
         └─ Doh-KDVP.xml

WARNING

Portelj is not feature-complete yet. At the moment it only supports producing Doh-KDVP and D-IFI.

Upload to eDavki

Follow the next steps to upload the produced XML forms:

  1. Log in to eDavki
  2. Navigate to Dokumenti -> Uvoz. You should see Uvoz podatkov iz XML datoteke
  3. Click Izberi datoteko and choose the generated XML form (i.e Doh-KDVP.xml)
  4. Click Prenesi datoteko
  5. Fill in any missing information.
  6. Select individual securities and check if everything looks alright. Since only closing trades are being filed, the remaining inventory (Zaloga) in the last entry for each security should always be 0.

Manage tax payer information

The tax payer store can be managed using fully interactive shell. The navigation is organized using ↑↓ arrows, enter key to confirm the choice and escape key to either return to previous choice or quit, depending on the context. Run the following command to start interactive shell:

sh
portfelj tax-payer interactive

TIP

If you prefer a semi-interactive shell, run portfelj tax-payer --help to find out more.