E-tax statement for Interactive Brokers
No more manually entering tax data. We create your e-tax statement automatically – accepted by every canton.
Accepted by Every Canton
Since 2024, all cantons support automatic import. No more manual entries.
Ready in Minutes
You receive your e-tax statement instantly by email.
Official Swiss Standard
We collaborate with SSK to comply with the official eCH-0196 standard.
Why do you need an e-tax statement for Interactive Brokers?
Swiss residents with an Interactive Brokers account must declare all securities, dividends, and account balances in their tax return. Since Interactive Brokers does not provide a Swiss tax statement, every position has to be entered by hand into the cantonal tax software. This takes hours and mistakes are common.
With eTaxify, that manual work goes away. Upload your IBKR Flex Query Report and get an official e-tax statement within minutes. All 26 cantons accept the direct import into their tax software.
How It Works
Step 1
You provide the data
Through explainer videos and text, we show you how to obtain the required data from Interactive Brokers.
Which brokers are supported?Step 2
We create your e-tax statement
We create your e-tax statement within seconds and send it to you by email.
Compare pricesStep 3
Submit to your canton
Import the e-tax statement directly into your canton's tax software.
Is it really accepted by all cantons?Supported Securities
Our integration covers the most common security types and tax-relevant features.
Stocks & ETFs
Individual stocks and exchange-traded funds from all exchanges available on IBKR.
- Dividends & income
- DA-1 tax reclaim
- Withholding tax (WHT)
- Verrechnungssteuer for Swiss stocks
- Stock splits
- Year-end tax valuation
Accounts
Cash accounts, liabilities, and expenses from your IBKR account.
- Multi-currency cash accounts
- Expenses (commissions, fees, stamp duty)
- Credit interest
Not yet supported (coming soon)
Why does eTaxify exist?
Foreign brokers don't offer an e-tax statement, even though they are accepted by every Swiss canton.
E-tax statements are accepted in Switzerland
Most Swiss banks and financial service providers already support this.
But not abroad
Many foreign brokers don't bother offering the Swiss standard.
This creates tedious effort for you as a customer
As a customer, you have to manually enter everything into the tax software for IBKR, DEGIRO, Coinbase, etc.
As a solution, we built eTaxify
We create your e-tax statement for foreign service providers that do not offer this service themselves.
