natercioandnatercio
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Allow us to generate year over year reports without having to rerun everything from the beginning. Co-authored-by: Natercio Moniz <[email protected]>
31 lines
1.4 KiB
Markdown
31 lines
1.4 KiB
Markdown
# any2anexoj
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[](https://coveralls.io/github/nmoniz/any2anexoj?branch=main)
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<p align="center">
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<img src="https://i.ibb.co/0yRtwq2C/0-FBA40-FD-D97-A-4-AFB-8618-49582-DB98-F3-C.png" alt="Screenshot" border="0">
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</p>
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This tool converts the statements from known brokers and exchanges into a format compatible with section 9 from the Portuguese IRS form: [Mod_3_anexo_j](https://info.portaldasfinancas.gov.pt/pt/apoio_contribuinte/modelos_formularios/irs/Documents/Mod_3_anexo_J.pdf)
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> [!WARNING]
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> Although I made significant efforts to ensure the correctness of the calculations you should verify any outputs produced by this tool on your own or with a certified accountant.
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## Install
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```bash
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go install github.com/nmoniz/any2anexoj/cmd/any2anexoj-cli@latest
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```
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## Usage
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```bash
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cat statement.csv | any2anexoj-cli --platform=tranding212
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```
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## Rounding
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All Euro values are rounded to cents (2 decimal places) but internal calculations use the statement values with full precision.
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There are no explicit rules or details about how to round Euro values in Anexo J.
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This application rounds according to `Portaria n.º 1180/2001, art. 2.º, alínea c) e d)` (Ministerial Order / Government Order) examples, which imply we should round to the 2nd decimal place by rounding up (ceiling) or down (floor) depending on whether the third decimal place is ≥ 5 or < 5, respectively.
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