OeKB collects and publishes capital yields tax and EU withholding tax amounts for investment funds.
Since the Tax Reporting Ordinance entered into force on 1 April 2012, domestic and foreign investment funds, which have the status of a reporting fund, deliver tax data to OeKB. They deliver the data in course of distributions and the deemed distributions once a year (annual report). Domestic funds must do this within five months after the end of the fiscal year, foreign funds have seven months time.
Fund reporting data availabe via Profitweb
OeKB collects and publishes the reported data in the form of a daily updatet list of all tax reporting funds under www.profitweb.at (in German only). A list of those funds that have lost the status of a reporting fund is also available at this site.
The current amounts of EU Withholding tax can also be viewed free of charge at www.profitweb.at to the extent that fund companies have reported the required information to OeKB.
By providing the infrastructure for investment funds' capital yields tax reporting, OeKB is contributing to making the implementation of these reporting requirements feasible and has thus created the workable basis for the single taxation of these funds.