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Financial income

Tax risk: 🔥 | Taxation: 100% with exceptions

Lionel ROSU avatar
Written by Lionel ROSU
Updated over 2 months ago

A rare yet useful income to know about!

Financial income is rather exceptional income in a self-employed business 🏦. You'll find :

  • Difference in payment: your customer pays your invoice with a €0.1 difference. If you haven't reimbursed him for this small amount, you'll have a positive payment difference.

  • Exchange rate difference: your dollar purchase is encoded in euros at the exchange rate on the invoice date. The invoice amount does not always match the euro amount in your bank account (next-day payment, bank charges, etc.). In this case, the difference is recorded as an exchange difference (positive in this case).

  • Interest received: if you receive income from your savings account or lend money to a third party.

  • Capital gains on sale of shares: you buy and then sell a company's shares at a profit. Under certain conditions, capital gains on shares are not taxed!

💡 Under certain conditions, capital gains on the sale of shares are entirely tax-free. This is the case if you hold a stake of at least 10% - or an acquisition value of at least €2,500,000 - for a continuous period of at least 1 year.

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