Documents›Israel›Tax›Interest and capital gains statement (Form 867)
Translate an Israeli interest and capital gains statement (Form 867) to English
tofes 867 (טופס 867). Upload the original and get it back in English with the same layout: every stamp, table and number stays where it is.
- Hebrew → English
- Asked for in 4 use cases
- Private document
- Issued by Bank / broker
What it is
Annual statement from a bank or broker listing interest, dividends, capital gains and tax withheld. Proof of investment income and source of funds.
Key fields
What appears on the document and must come through in the translation.
- Account number
- tax year
- income by type
- tax withheld
How we translate it
These rules go to the translation engine when you upload an interest and capital gains statement, on top of the general rules for Israeli documents.
- Keep the account number and tax year.
- Keep amounts per income type exactly.
- Translate income types with fixed terms.
Glossary
Terms on the document and the English we use for them.
| Hebrew | English |
|---|---|
| ריבית | Interest |
| דיבידנד | Dividend |
| רווח הון | Capital gain |
| מס שנוכה | Tax withheld |
Who asks for it
Use cases where an translated interest and capital gains statement is on the list.
Apostille and validity
Private document: a plain translation is usually accepted. If an apostille is needed, notarize a copy first.
Samedoc gives you an English copy in the original layout. You're responsible for checking it before you submit it, and a professional manual review is available at extra cost. Where an authority requires a certified or sworn translation, a qualified translator signs it; the Samedoc copy gives them a ready draft. Check the official source for your destination.
Questions
Who asks for a translated interest and capital gains statement?
It is on the document list for Buying or investing in property abroad, Changing tax residency and filing taxes abroad, Proof of funds / source of funds (AML checks) and US E-2 investor visa.
Does a translated interest and capital gains statement need an apostille?
Private document: a plain translation is usually accepted. If an apostille is needed, notarize a copy first.
Will the numbers and stamps stay the same?
Yes. Samedoc keeps every number, date, ID, amount, stamp and signature exactly where it is and only replaces the text, so the English copy can be checked against the original line by line.
Related documents
Other Israeli documents in tax.
Annual salary statement (Form 106)
טופס 106Annual statement from the employer summarizing salary, deductions and tax for one tax year.
Annual tax return (Form 1301)
דוח שנתי 1301The individual annual income tax return.
Tax Authority assessment letter
הודעת שומה / שומת מסLetter from the Tax Authority with the result of an assessment, a refund or a demand for payment.
Tax residency certificate
אישור תושבות לצורכי מסCertifies Israeli tax residency for a given year, used to claim tax-treaty benefits abroad (reduced withholding, avoiding double tax).
Declaration of severance of residency (Form 1348)
טופס 1348 – הצהרה על ניתוק תושבותForm filed with the Tax Authority declaring the end of Israeli tax residency and the reasons (centre of life).
VAT dealer certificate (Osek Murshe / Patur)
תעודת עוסק מורשה / עוסק פטורVAT registration certificate of a freelancer or business.
Translate your interest and capital gains statement now
The first pages are free. You get a PDF in the same layout as your original, in about a minute.