How are taxes handled at UnitPlus?

Any capital gains tax due is automatically calculated and paid by UnitPlus in cooperation with our partner Finax.

Interest is reinvested (accumulated), meaning no immediate taxation takes place. This gives your money more time to grow, as taxes are only triggered when you sell your investments.

After your account is opened, we automatically request your tax identification number (Steuer-ID) from the German Federal Central Tax Office (BZSt). You don’t need to do anything. If, for any reason (e.g. recent address change), your Steuer-ID cannot be retrieved, we’ll inform you and ask you to submit it manually.