Box 3 (tax on savings and investments), calculated with the 2026 rules.
Your Box 3 tax per year, the comparison with your actual return, your position on 1 January for your tax return, and gifts and inheritance.
What you can do with it
Box 3 and counter-evidence
The deemed-return tax next to your actual return, per year, plus an example calculation for the proposed new system.
Box 3 tax return
Your position on 1 January, organised the way the tax return asks for it: investments with the number held on 1 January and the closing price on 31 December, savings and debts. In January, Scotis records your position automatically, and you can download it as a CSV.
Gifts and inheritance
Exemptions by relationship and the tax due in your situation.
Frequently asked questions
How does Scotis calculate my box 3?
Using the 2026 rules: a deemed return on savings, investments and debts, the tax-free allowance and a 36% rate.
What is counter-evidence?
If your actual return is lower than the deemed return, you can show this and pay tax on your actual return. Scotis puts both side by side.
Does Scotis file my tax return?
No. Scotis records your position on 1 January, organised the way the tax return asks for it, and you download it as a CSV. You file the return yourself.
Updated on 7 November 2026.
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Scotis gives information and worked examples using your own numbers, not financial or tax advice.
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