BrokerTaxSwiss filing workspace
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For Swiss individual taxpayers · tax years 2024 onward

Turn one broker export into one Swiss filing PDF.

Import an annual IBKR Activity Flex XML, review every inclusion and warning, then download an eSteuerauszug built for your tax application.

IBKR supported DEGIRO beta One broker account
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CHF 49per completed filing PDF · no subscription

Import and compatibility review are free. Pay only after reviewing the case.

Illustrative document previewPDF
One clean filing document is the outcome. Values shown here are illustrative.
InputAnnual broker export
Before paymentFull compatibility and warning review
Paid outputOne eSteuerauszug PDF
PriceCHF 49 once

Know the boundary first

Built for a specific filing job.

BrokerTax is for Swiss-resident individuals filing one broker account for one tax year. The review tells you what is included, substituted, audit-only, omitted or zeroed before payment.

Supported

Interactive Brokers

Use one complete annual Activity Flex XML with all required sections and fields.

Open IBKR export guide
Beta

DEGIRO

Upload both Account.csv and the year-end Portfolio.csv. Compatibility is shown before payment.

Open DEGIRO beta guide
Current boundary

Not a general tax return service

No joint broker aggregation, legal or tax advice, or guarantee of acceptance by a canton or tax software.

A measured three-step flow

Evidence before checkout.

  1. 01

    Export

    Create one complete annual broker export using the broker-specific guide.

  2. 02

    Review

    Check identity, tax values, grouped warnings and every filing disposition for free.

  3. 03

    Pay and download

    Accept responsibility and terms, complete secure checkout, then receive the verified PDF.

One filing, one price

CHF 49one-off

Review the complete case before paying. The purchase covers one generated eSteuerauszug PDF for that case and tax year.

  • Free import and compatibility preview
  • One reviewed filing PDF
  • No subscription
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Before you start

Straight answers.

Need export instructions? Open the DE/EN guides.

Does this file my tax return?

No. BrokerTax creates a filing PDF for you to review and use with your tax application. It is not tax advice.

When do I pay?

Only after import and the full compatibility review. A checkout query parameter alone never releases a document; the server verifies the completed payment session.

Is DEGIRO fully supported?

DEGIRO is a beta import. Upload both required CSV files and rely on the pre-payment review for your specific case.

Is cantonal acceptance guaranteed?

No. Verify the PDF against your source data and tax software. BrokerTax does not guarantee cantonal or software acceptance.

Ready when your export is

See the complete review before deciding to pay.

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Review the terms, privacy notice and product limits before continuing.