Is an e-tax statement for securities worthwhile?

Banks and other asset managers rarely provide asset lists free of charge. An e-tax statement as an XML and PDF file according to the eCH0196 standard often costs between 50 and 250 francs. Exceptions such as the TG Kantonalbank or the Raiffeisen Bank provide them free of charge, which could potentially lead to a turnaround.

statements on wealth tax

The clear advantage is the automatic reading into the tax software. However, this automation is only worthwhile if you have a very large number of accounts or securities.

In addition, statements can be entered in summary form. For example, if you have 20 shares in a portfolio with a statement, the total of assets, dividends and income can be entered under the portfolio number.

Mortgages and debts in the eTax statement

For homeowners, the eTax Statement is a further level of simplification, as debts and interest on debts are also included in the same list.

The eTax Statement and the Tax Software

If the receipts are entered manually, this is often much cheaper. The tax service of Simpletax 10 documents are included in the price. Additional statements are charged directly according to quantity and effort. They are often cheaper than the PDF files generated by the banks, which, nota bene, do not generate any costs to operate and are often already included in the purchase price of the banking software.