Terms of Use

1. Scope and Consent

By accessing etaxify.ch or using the eTaxify platform, users agree to these terms of use. If you do not agree, please discontinue use of the platform.

The platform is operated by eTaxify (hereinafter "eTaxify", "we" or "us"). Further information about eTaxify can be found in the Legal Notice.

eTaxify may amend these terms of use at any time. The version in effect at the time of access shall apply. Users are encouraged to review the terms of use regularly.

2. Purpose and Use of the Platform

The platform enables users to create an electronic tax statement (eTax statement) in the Swiss standard (eCH-0196). The eTax statement can be created for supported financial service providers and is generated based on financial data provided by the user. The eTax statement can then be imported independently of the platform into the tax software of the user's canton. This reduces manual effort.

The platform is intended for self-directed data entry and creation of the e-tax statement. No legal, tax, or financial advice is provided.

3. Permitted Use

The platform may only be used in accordance with its intended purpose and applicable laws. Any abusive, manipulative, or security-threatening use is prohibited.

Users are responsible for ensuring that their devices and systems meet the technical requirements (e.g., up-to-date software, internet connection, antivirus protection). They are obliged to take all security measures (e.g., strong passwords, two-factor authentication) and to ensure that third parties do not gain unauthorised access.

Users are solely responsible for the accuracy, completeness, and legality of the data they enter and transmit. eTaxify does not review this input for content or legal compliance. Incorrect or incomplete information is the responsibility of the user.

In the event of a violation of these terms or abusive use, access to the platform may be suspended or terminated at any time.

4. Prices and Payment

The use of the platform for generating an eTax statement is subject to a fee. Current prices are available on the pricing page. The price is based on the number of transactions in the tax year and is transparently displayed before payment.

Each order to buy or sell a security counts as a transaction. If you execute a buy order for 5 shares, that counts as 1 transaction. If you execute a sell order for 1 ETF, that counts as 1 transaction. The following do not count as transactions: cash movements, deposits, withdrawals, dividends.

Payment is processed via the payment service provider Stripe. By making a payment, the user commissions the creation of the e-tax statement.

As this is a digital product that is created and delivered by email immediately after payment, refunds are generally excluded. In justified exceptional cases (e.g. technical errors during creation), a refund can be reviewed upon request to support@etaxify.ch.

eTaxify reserves the right to change prices at any time. For orders already completed, the price displayed at the time of payment applies.

5. Data Protection

Our privacy policy explains how we handle and protect your personal data in connection with the use of services and your browsing of the eTaxify website. By agreeing to these terms and using the services, you also agree to our Privacy Policy.

6. Review and Use of Tax Statements

Users are obliged to review their documents created through the platform for completeness and accuracy before submission. eTaxify assumes no responsibility for missed deadlines or incorrect submissions to tax authorities.

Any technical delays or disruptions in data transmission over the internet are the responsibility of the user.

7. Intellectual Property

All content, software, designs, databases, and trademarks on this platform are protected by copyright and trademark law. All rights remain with eTaxify or the respectively named rights holders.

Without written consent from eTaxify, it is prohibited to copy, modify, distribute, or integrate into other systems any content, structures, or software elements of the platform, in whole or in part.

8. Availability and Disclaimer

eTaxify strives for uninterrupted operation of the platform but cannot guarantee continuous availability. Maintenance work, technical disruptions, or third-party outages (e.g., internet providers, cloud services) may lead to temporary restrictions.

eTaxify assumes no liability for direct or indirect damages arising from use, unavailability, or faulty data transmission.

The platform serves exclusively as an auxiliary tool. The final assessment of tax data is made by the competent tax authorities. Liability for erroneous results or calculations is excluded.

9. Advertising and Electronic Communication

By using the platform, you agree that eTaxify may use your email address to send information and advertising about similar products or services, to the extent permitted by law or where you have consented.

Emails and other electronic communications may be intercepted or altered. eTaxify assumes no liability for this. Communication by email is at your own risk.

10. Links and External Content

The platform may contain links or third-party content. eTaxify assumes no responsibility for their accuracy, timeliness, or legality. Users access linked websites at their own risk.

11. Final Provisions

Should any provision of these terms of use be invalid, the validity of the remaining provisions shall remain unaffected. In place of the invalid provision, an enforceable regulation shall apply that comes closest to the economic purpose of the original provision.

Supplementary or more specific terms may additionally govern certain services of the platform and shall take precedence in the event of a conflict.

All disputes in connection with the use of the platform are subject exclusively to Swiss law, excluding conflict of law rules. The place of jurisdiction is Aarau, Aargau.

In the event of a discrepancy between the terms in translated versions, the German version shall prevail.