Swiss filing workspace · tax years 2024 onward

From broker export to one Swiss filing PDF.

Import one annual IBKR or DEGIRO source, review every warning and disposition, then create your eSteuerauszug.

Source data

Import annual broker exports

Broker source

Choose the export format you are importing

Broker source

IBKR Activity Flex XMLRequired · one account · complete annual report · max. 20 MiB

Taxpayer name

Shown on the filing document

Broker exports do not provide reliable separate first- and last-name fields.

First name Last name

Advanced · local ICTax fallback

Usually leave this empty. Supply a matching ICTax XML and IDX pair only when automatic official reference lookup and the local cache are unavailable.

Local ICTax Kursliste XMLOptional offline fallback Matching ICTax indexRequired when local XML is selected

Filing identity

Taxpayer and filing profile

First name Last name Client number Canton

Review queue

Warnings and findings

These items remain in this review and do not appear inside the filing PDF.

Filing evidence

Reportable values

Reconciliation

Audit-only and omitted source rows

Every normalized or unsupported source row receives an explicit disposition.

Manual correction

Controlled financial override

Use a path shown in the review, for example cash.0.exchange_rate or securities.0.tax_value_chf. The imported value remains in the audit record.

Field path Replacement value

ESTV / ICTax reference snapshot

Before creating the document

Final review

One PDF

Confirm what enters the filing document and what remains outside it.

Final document

Create your filing PDF

Warnings do not disable creation. Verify the PDF against your broker source and tax application before filing.

I reviewed the current warnings.I will verify the filing PDF against my broker source and tax application. I accept the BrokerTax Terms.I have read the Terms and Privacy notice.

eSteuerauszug language

CHF 49 · one filing PDF · no subscription

From broker export to one Swiss filing PDF.

Import annual broker exports

Create the Activity Flex Query

Reportable rows

Audit-only rows

Reference provenance

Your review

Broker source

Taxpayer name

Taxpayer and filing profile

Warnings and findings

Reportable values

Audit-only and omitted source rows

Controlled financial override

ESTV / ICTax reference snapshot

Final review

Create your filing PDF

From broker export to one Swiss filing PDF.

Import annual broker exports

Create the Activity Flex Query

Reportable rows

Audit-only rows

Reference provenance

Your review

Broker source

Taxpayer name

Review the case

Taxpayer and filing profile

Warnings and findings

Reportable values

Audit-only and omitted source rows

Controlled financial override

ESTV / ICTax reference snapshot

Final review

Create your filing PDF