# eTaxify

> eTaxify generates official Swiss e-tax statements (eSteuerauszug) in eCH-0196 format for users of foreign brokers like Interactive Brokers, DEGIRO, and Coinbase. Accepted by all 26 Swiss cantons since 2024.

eTaxify solves the problem that foreign brokers do not provide Swiss-standard tax statements. Swiss residents using these brokers would otherwise need to manually enter every transaction into their canton's tax software — a tedious, error-prone process that can take hours.

With eTaxify, users upload their broker's activity report (e.g., an Interactive Brokers Flex Query XML file), and receive a fully compliant eCH-0196 e-tax statement within minutes, delivered by email as a PDF that can be directly imported into any canton's tax software.

## Why eTaxify Exists

Most Swiss banks and financial service providers already support the eSteuerauszug (electronic tax statement) — a standardized format that allows automatic import of investment data into cantonal tax software. However, foreign brokers like Interactive Brokers, DEGIRO, and Coinbase do not provide this Swiss-standard format.

This means Swiss residents using foreign brokers must manually enter every transaction (trades, dividends, deposits, withdrawals) into their canton's tax software. For active investors, this can mean hundreds of entries and hours of tedious work each tax season.

eTaxify bridges this gap: upload your broker report, and we generate a fully compliant eSteuerauszug automatically.

## How It Works

1. **You provide the data**: Export your activity report from your broker. For Interactive Brokers, this means downloading a Flex Query Report as XML. We provide step-by-step instructions and video tutorials for each broker.
2. **We create your e-tax statement**: Upload your file on etaxify.ch/create. We generate your eSteuerauszug within seconds and send it to your email as a PDF.
3. **You submit to your canton**: Import the eSteuerauszug directly into your canton's tax software. All 26 Swiss cantons accept this format since 2024.

## Pricing
- [Pricing Plans](https://www.etaxify.ch/pricing): Two plans available
  - **Starter**: CHF 14.90 per e-tax statement — up to 20 transactions
  - **Foundation**: CHF 44.90 per e-tax statement — unlimited transactions
  - The correct plan is automatically determined based on your uploaded transaction count
  - Both plans deliver the same eSteuerauszug PDF by email

## Supported Brokers
- [Interactive Brokers](https://www.etaxify.ch/solutions/interactive-brokers): Fully supported — upload Flex Query XML
- [DEGIRO](https://www.etaxify.ch/solutions/degiro): Coming soon
- [Coinbase](https://www.etaxify.ch/solutions/coinbase): Coming soon

## What Is the eSteuerauszug?

The eSteuerauszug (electronic tax statement) is Switzerland's official electronic tax statement format defined by the eCH-0196 standard. It allows automatic import of investment portfolio data — securities holdings, transactions, dividends, and capital gains — directly into cantonal tax software, eliminating manual data entry.

Since 2024, all 26 Swiss cantons accept the eSteuerauszug for automatic import into their respective tax software. Most Swiss banks (UBS, Credit Suisse, PostFinance, etc.) already provide this format to their customers. However, foreign brokers do not — which is the problem eTaxify solves.

## The eCH-0196 Standard

eCH-0196 is the Swiss standard for electronic tax statements, maintained by the eCH association (ech.ch). Version 2.2.0 is the current version. The standard defines the XML schema for exchanging investment portfolio data between financial institutions and cantonal tax authorities.

Key data included in an eCH-0196 statement:
- Securities holdings (stocks, bonds, ETFs, funds)
- Transaction history (buys, sells, transfers)
- Income (dividends, interest, capital gains)
- Withholding tax information
- Account balances

## Swiss Tax Filing with Interactive Brokers

Interactive Brokers (IBKR) is one of the most popular brokers among Swiss investors due to its low fees and broad market access. However, IBKR does not generate Swiss eSteuerauszug documents.

**Options for Swiss tax filing with IBKR:**

| Approach | Effort | Cost | eCH-0196 Compliant |
| --- | --- | --- | --- |
| Manual entry in tax software | Hours per year | Free | Yes (your input) |
| Hire a tax advisor | Varies | CHF 200–500+ | Yes |
| eTaxify (automated) | Minutes | CHF 14.90–44.90 | Yes |

**Using eTaxify with Interactive Brokers:**
1. Log in to Interactive Brokers at ibkr.com
2. Navigate to "Performance & Reports" > "Flex Queries"
3. Create a new Flex Query or run an existing one
4. Select XML as the output format
5. Download the generated XML file
6. Upload it at etaxify.ch/create
7. Receive your eSteuerauszug by email within minutes

## All 26 Swiss Cantons Supported

The eSteuerauszug is accepted by every Swiss canton since 2024: AG, AI, AR, BE, BL, BS, FR, GE, GL, GR, JU, LU, NE, NW, OW, SG, SH, SO, SZ, TG, TI, UR, VD, VS, ZG, ZH.

Each canton has its own tax software where the eSteuerauszug can be imported. The specific import location varies by canton — consult your canton's tax software documentation.

## Frequently Asked Questions

**What is the difference between the Starter and Foundation plan?**
Both plans deliver the same eSteuerauszug. The Starter plan (CHF 14.90) is for up to 20 transactions, while Foundation (CHF 44.90) covers unlimited transactions. We automatically determine the correct plan based on your data.

**What counts as a "transaction"?**
A transaction is any activity that changes an account's position or cash balance: trades (buys/sells), dividends, deposits, withdrawals, and position transfers.

**Is the eSteuerauszug really accepted by all Swiss cantons?**
Yes. Since 2024, every canton supports automatic import via the eSteuerauszug (eCH-0196 format).

**How long does it take to receive the eSteuerauszug?**
You receive it immediately after payment, delivered to your email as a PDF.

**What is the eSteuerauszug and how does it work?**
The eSteuerauszug is Switzerland's official electronic tax statement format (eCH-0196) that allows automatic import of investment data into cantonal tax software. It eliminates manual data entry and has been accepted by all 26 cantons since 2024.

**Can I use it for any tax year?**
Yes. We automatically determine your tax year from the uploaded data.

**How is my data protected?**
We do not store personal data. Your data is processed in real time to generate your eSteuerauszug and sent directly to your email — nothing is retained.

## About eTaxify

eTaxify was built by Swiss developers who were tired of manually entering investment data into their tax returns every year. Our mission: automate the generation of eCH-0196 tax statements so you spend minutes instead of hours on tax filing.

**Team:**
- Tibor Haller — Business
- Fabian Eichenberger — Tech Lead

**Contact:** support@etaxify.ch

## Key Pages
- [Home](https://www.etaxify.ch): Main landing page
- [How It Works](https://www.etaxify.ch/#how-it-works): 3-step process overview
- [Create eSteuerauszug](https://www.etaxify.ch/create): Upload and generate your tax statement
- [Pricing](https://www.etaxify.ch/pricing): Plans and FAQ
- [About Us](https://www.etaxify.ch/about): Team and mission
- [Interactive Brokers](https://www.etaxify.ch/solutions/interactive-brokers): IBKR-specific solution page
- [DEGIRO](https://www.etaxify.ch/solutions/degiro): DEGIRO solution page
- [Coinbase](https://www.etaxify.ch/solutions/coinbase): Coinbase solution page

## Optional
- [Privacy Policy](https://www.etaxify.ch/privacy): Data protection details
- [Terms of Use](https://www.etaxify.ch/terms): Service terms
- [Imprint](https://www.etaxify.ch/imprint): Legal notice