What is the e-tax statement?
The e-tax statement is a special document from your bank that contains all tax-relevant information about your securities and accounts.
For example, it includes:
Stocks, ETFs, or funds in your portfolio
Interest income and dividends
Asset values at year-end
Information about withholding tax
Many banks in Switzerland provide this statement specifically for the tax return.
iqtax can read the QR codes on the e-tax statement and automatically extract the information for your tax declaration.
Example
You have an investment account with a bank (for example with ETFs or stocks).
At the end of the year, the bank sends you an e-tax statement summarizing all tax-relevant data for your tax return.
Document
The e-tax statement is usually provided as a PDF in your e-banking or sent to you by mail. Depending on the bank, additional fees may apply.
How to add it in iqtax
Simply upload your e-tax statement.
iqtax automatically recognizes your securities, income, and asset values and transfers the data into your tax return.
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