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

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.

Your eSteuerauszug

Receive your eSteuerauszug

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

I have reviewed the notes.I will compare the eSteuerauszug with my broker export and tax application. I accept the BrokerTax Terms.I have read the Terms and Privacy notice.

eSteuerauszug language

CHF 49 · one eSteuerauszug · no subscription

Your eSteuerauszug. Made simple from your broker export.

Upload your annual broker export

Create the Activity Flex Query

Reportable rows

Audit-only rows

Reference provenance

Your review

Broker source

Taxpayer name

Taxpayer and filing profile

Notes for your eSteuerauszug

Reportable values

Audit-only and omitted source rows

Controlled financial override

ESTV / ICTax reference snapshot

Final check

Receive your eSteuerauszug

Your eSteuerauszug. Made simple from your broker export.

Upload your annual broker export

Create the Activity Flex Query

Reportable rows

Audit-only rows

Reference provenance

Your review

Broker source

Taxpayer name

Review your details

Taxpayer and filing profile

Notes for your eSteuerauszug

Reportable values

Audit-only and omitted source rows

Controlled financial override

ESTV / ICTax reference snapshot

Final check

Receive your eSteuerauszug