For private investors in Switzerland · tax years 2024 onward

Your eSteuerauszug. Made simple from your broker export.

Upload one annual IBKR or DEGIRO export, review your details and notes for free, then receive your eSteuerauszug.

Source data

Upload your annual broker export

Broker source

Each case and eSteuerauszug contains one broker only

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

Please check

Notes for your eSteuerauszug

These notes help you review the result and do not appear in your eSteuerauszug.

Filing evidence

Reportable values

How the values reconcile

Compare the recorded value with arithmetic using the current inputs. A match does not verify the source or tax treatment. A difference may reflect another reference valuation or a manual correction.

Audit-only and omitted source rows

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 receiving your eSteuerauszug

Final check

One eSteuerauszug

Check which details appear in your eSteuerauszug and which remain in the review.

Import into your canton’s tax application

Your eSteuerauszug

Receive your eSteuerauszug

Review the notes, then compare your eSteuerauszug with your broker export and tax application.

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eSteuerauszug language

The preview shows the actual filing pages, marked as a preview and without the filing payload. Checkout uses the prepared document.

CHF 49 · one eSteuerauszug · no subscription

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Your eSteuerauszug. Made simple from your broker export.

Your review session

Your document order

Upload your annual broker export

Create the Activity Flex Query

Reportable rows

Audit-only rows

Reference provenance

Your review

Broker source

Taxpayer name

Check your export before continuing

Taxpayer and filing profile

Notes for your eSteuerauszug

Reportable values

How the values reconcile

Options, bonds and position events

Audit-only and omitted source rows

Controlled financial override

ESTV / ICTax reference snapshot

Check what to declare separately

Final check

Import into your canton’s tax application

Receive your eSteuerauszug

Your eSteuerauszug. Made simple from your broker export.

Your review session

Your document order

Upload your annual broker export

Create the Activity Flex Query

Reportable rows

Audit-only rows

Reference provenance

Your review

Broker source

Taxpayer name

Check your export before continuing

Review your details

Taxpayer and filing profile

Notes for your eSteuerauszug

Reportable values

How the values reconcile

Options, bonds and position events

Audit-only and omitted source rows

Controlled financial override

ESTV / ICTax reference snapshot

Check what to declare separately

Final check

Import into your canton’s tax application

Receive your eSteuerauszug