We make your tax reporting even more convenient and transparent

Your tax reporting lays down clear requirements for your tax return. We make important figures, data, and documents available for that purpose.

If your tax domicile is in Switzerland, the "Tax Report for Switzerland" is ideal for you. In the tax report, we'll provide you with a clear overview of the taxable capital gains and assets under Swiss tax law as well as the withholding taxes on your accounts and custody accounts. You can easily and directly transfer the total amounts to the securities schedule of your tax return.

For private individuals whose tax domicile is in Germany, the "Tax Report for Germany" is the right choice. This tax report provides a clear overview of the taxable capital gains and private sales transactions on your accounts and custody accounts. You or your tax advisor can transfer all amounts from our sample forms into the KAP (capital assets), AUS (foreign income and taxes), and SO (other income) schedules of your German income tax return.

Please note:

You can request this report and service until 9 January of the year following each tax year.