Slovenian tax and EDavki
Use alongside generic skills (pipeline-and-structure, infoproviders-lookup-data); this skill adds Slovenia/EDavki-specific details.
Report types
Implemented in TaxAuthorityProvider.TaxAuthorities.Slovenia.Schemas.ReportTypes.SlovenianTaxAuthorityReportTypes:
| Report type | Slovenian label | Use |
|---|---|---|
| DOH_DIV | Dividende | Dividend income |
| DOH_KDVP | Vrednostni papirji | Securities / shares |
| D_IFI | Izvedeni finančni inštrumenti | Derivatives |
| DOH_OBR | Obresti | Interest |
Notebook ↔ report mapping
| Notebook | Report type | Lot matching | Date range (example) |
|---|---|---|---|
notebooks/dividends.ipynb | DOH_DIV | NONE | 2025–2026 |
notebooks/stock trades.ipynb | DOH_KDVP | FIFO | 2024–2025 |
notebooks/derivative trades.ipynb | D_IFI | FIFO | 2025–2026 |
Output files: Doh_Div_3.xml, Doh_KDVP_9.xml, D_IFI_4.xml (and corresponding CSV exports in exports/).
EDavki document workflow types
Used for submission metadata. Defined in ReportTypes.EDavkiDocumentWorkflowType (see EDavki help):
- ORIGINAL, SETTLEMENTZDAVP2_, CORRECTION__, SELF_REPORT, CANCELLED, etc.
Taxpayer config (userConfig.yml)
config/userConfig.yml is read by ConfigurationProvider and mapped to TaxPayerInfo (ConfigurationProvider.Configuration). Slovenian-oriented fields and defaults:
- taxNumber, taxPayerType (FO / PO / SP), name, address1, address2, city
- postOfficeNumber → postNumber, postOfficeName → postName, municipality
- birthday → birthDate, identity → maticnaStevilka, company → invalidskoPodjetje, resident
- Default countryID "SI", countryName "Slovenia"
XSDs and report generation
- XSDs:
src/TaxAuthorityProvider/TaxAuthorities/Slovenia/XmlSchemas/(e.g.Doh_Div_3.xsd,Doh_KDVP_9.xsd,D_IFI_4.xsd,Doh_Obr_2.xsd,EDP-Common-1.xsd). - Report generation:
TaxAuthorityProvider.TaxAuthorities.Slovenia.ReportGeneration/with subfolders DIV, KDVP, IFI (Common, CSV**, XML**).
EDavki vs broker P/L
Slovenia uses trade price (1% of trade price as costs), not cost basis. When comparing with IBKR exports: take realized P/L and add commissions; generated reports can show higher gains than broker statements. See comments in ReportGeneration/KDVP/CSV_Doh_KDVP.py and ReportGeneration/IFI/CSV_D_IFI.py.
InfoProviders and Slovenia
Country/treaty and company lookups used by the Slovenia provider rely on:
src/InfoProviders/internationalTreaties.json– tax treaties (e.g. tax relief).src/InfoProviders/specialCountryMappings.json– country name/code overrides.src/InfoProviders/missingCompaniesLookup.json,missingISINLookup.json– fallbacks when ISIN/company resolution fails (helps avoid "Failed processing stock lot" where the cause is missing or wrong identifier).
References: MF list of treaties, FURS international tax.
