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.

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Official Swiss Standard

We collaborate with SSK to comply with the official eCH-0196 standard.

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 prices

Step 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.

Supported

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
Supported

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)

Bonds
Options
Futures
Warrants
CFDs
Crypto

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.

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