Interactive Brokers · Switzerland · tax years 2024 onward

Swiss tax statement for Interactive Brokers

Upload the annual Activity Flex XML for one IBKR individual account. Review the import, your details and every warning for free. Only then decide whether you want the eSteuerauszug for your Swiss tax return.

One private individual One IBKR account · one tax year No subscription

CHF 49one-off per eSteuerauszug · pay only after the free review

For private individuals in Switzerland and tax years 2024 onward.

From IBKR to eSteuerauszugPDF
Input IBKR Activity Flex XML One individual account · one complete tax year
Free preview and review
Output after payment eSteuerauszug PDF Download and the same file by email
  • Processed in Switzerland
  • Deleted after delivery or within two hours at the latest
A clear path for exactly one IBKR account and one tax year.
InputActivity Flex XML
Before purchaseFree preview and review
ResultOne eSteuerauszug PDF
PriceCHF 49 one-off

Does this IBKR case fit?

For one clearly bounded Interactive Brokers export.

BrokerTax prepares a separate Swiss tax statement for one private individual, one IBKR individual account and one tax year. Before payment, you can see what was included and what still needs your attention.

Supported scope

What you can use for this output.

  • One private individual filing a Swiss tax return
  • Exactly one Interactive Brokers individual account
  • One tax year from 2024 onward
  • One complete annual Activity Flex XML
  • One separate eSteuerauszug output for this account and year

Three clear steps

From Activity Flex XML to Swiss e-tax PDF.

  1. 01

    Upload the IBKR export

    Upload the unchanged Activity Flex XML for one complete tax year and one individual account.

  2. 02

    Review it for free

    Review the import, personal details, tax values and warnings. There is no payment at this step.

  3. 03

    Receive the eSteuerauszug

    Pay CHF 49 once and download the eSteuerauszug. The same PDF is sent to you by email.

Review first, then decide

CHF 49one-off

The preview and review of your IBKR import are free. You pay once for the eSteuerauszug for this account and tax year.

  • Free import with warnings
  • One eSteuerauszug PDF
  • No subscription
Start free review

Before you start

Questions about the IBKR tax statement.

The separate step-by-step guide shows how to create the correct Activity Flex XML.

Which Interactive Brokers report do I need?

One complete annual Activity Flex XML for exactly one individual account. A standard Activity Statement in PDF, HTML or CSV is not sufficient.

What is free before payment?

You can import the file and review your details, tax values, classifications and warnings. You pay CHF 49 once only when you want to receive the eSteuerauszug.

Does BrokerTax guarantee acceptance?

No. Compare the eSteuerauszug with your source data and tax application. BrokerTax does not provide tax advice and cannot guarantee acceptance by a canton or tax application.

Is BrokerTax affiliated with Interactive Brokers?

No. BrokerTax is independent software and is not affiliated with or endorsed by Interactive Brokers. The name identifies only the source of your export.

How long does BrokerTax keep my data?

Processing is temporary and takes place in Switzerland. BrokerTax deletes the data after delivery or within two hours at the latest. The email copy can remain in your own inbox.

Ready when your IBKR export is ready

Review your Interactive Brokers Swiss tax statement before paying.

Start free review

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