Interactive Brokers
Use one complete annual Activity Flex XML with all required sections and fields.
Open IBKR export guideFor private investors in Switzerland · tax years 2024 onward
Upload your annual broker export, review the result for free and receive your eSteuerauszug for your Swiss tax return.
CHF 49one-off per eSteuerauszug · no subscription
The preview and review are free. Pay only once you have checked the result.
Is BrokerTax right for you?
BrokerTax creates a separate eSteuerauszug for one broker account and one tax year. Before purchase, you can clearly see what was included and what still needs your attention.
Use one complete annual Activity Flex XML with all required sections and fields.
Open IBKR export guideUpload both Account.csv and the year-end Portfolio.csv. Compatibility is shown before payment.
Open DEGIRO beta guideSeveral brokers are not combined. BrokerTax does not provide tax advice and cannot guarantee acceptance by a canton or tax application.
Three clear steps
Use the matching guide to create a complete annual export and upload it.
Review your details, tax values and notes for free. You can make corrections directly.
Pay CHF 49 once and download your reviewed eSteuerauszug. The same file is sent to you by email.
One eSteuerauszug, one price
Review your complete eSteuerauszug for free before paying. You pay once for this broker account and tax year.
Before you start
Need help with the export? Open the step-by-step guide for your broker.
No. BrokerTax creates your eSteuerauszug for you to review and use in your tax application. Filing remains your responsibility; BrokerTax does not provide tax advice.
Only after you have reviewed the import, your details and the notes for free. Your eSteuerauszug is released after payment is confirmed.
DEGIRO is a beta import. Upload both required CSV files and use the pre-payment review for your specific case.
No. Check the PDF against your source data and tax application. BrokerTax cannot guarantee acceptance by a canton or tax application.
Ready when your export is
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