slovenian-tax-edavki

name	slovenian-tax-edavki
description	Slovenian tax reporting and EDavki forms (DOH_DIV, DOH_KDVP, D_IFI, DOH_OBR). Use when working on Slovenia tax authority provider, EDavki XML/CSV generation, userConfig.yml taxpayer fields, or Slovenian report types and XSDs.

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, SETTLEMENT_ZDAVP2__, 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.