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    A transparent overview of your assets

Simplify your personal tax reporting

Depending on your tax domicile, your capital investments may be subject to different tax regulations or require tax reporting. To simplify your tax reporting and make it easier to understand, we work with suitable templates.

The preparation of a tax report is usually a complex matter and is subject to specific requirements depending on the tax domicile. We offer you suitable templates and transparent client reports so that you can meet your tax information requirements in a convenient and reliable manner, depending on your tax residence. These services make it easier for you to fill out your tax return. Please note that we will gladly accept your order for client reports until January 9th of the following year.

Tax report for Switzerland

If your tax domicile is in Switzerland, the Swiss tax report is ideal for you. It provides you with a clear overview of all taxable investment income and assets as well as the withholding taxes on your accounts and securities accounts in accordance with Swiss tax law. You can easily transfer the total amounts directly into the securities schedule of your tax return.

Tax report for Germany

The tax report for Germany is suitable for private individuals whose tax domicile is in Germany. The tax report clearly shows all tax-relevant investment income, divestiture transactions, and withholding taxes of your accounts and securities accounts (for the calendar year). You can transfer the amounts from our sample templates directly to the corresponding KAP (capital assets) and SO (miscellaneous income) annexes of your income tax return.

Tax report for Austria, Italy, Spain, and the Netherlands

The tax reports for Austria, Italy, Spain, and the Netherlands are suitable for private individuals whose tax domicile is in the respective country. They include all tax-relevant investment income, divestiture transactions, and withholding taxes on your accounts and securities accounts (for the calendar year) in accordance with the applicable tax law. Our completion tool makes it even easier to file your income tax return.

Supplement for Spain: Reporting of foreign assets (Modelo 720)

Persons resident in Spain are obliged to keep the Spanish tax authorities fully informed of their foreign bank assets when a certain threshold is exceeded. Our Form 720 contains all the relevant data for preparing the electronic declaration Modelo 720, which must be filed separately from the Spanish tax return.

Tax report for the UK

The UK tax report is suitable for individuals whose tax domicile is in the United Kingdom (UK). The tax report clearly shows the tax-relevant investment income, divestment transactions, and withholding taxes of your accounts and securities accounts in accordance with the applicable tax law (period: April 6 to April 5 of the following year). Our tax report makes it easier to file your income tax return thanks to our completion tool.

General client report

The general client report is suitable for clients whose tax domicile is in other countries. This client report shows your income and expenses as well as the gains and losses from divestiture transactions calculated using the first-in, first-out (FIFO) method (for the calendar year).

Your benefits

  • Targeted supported for filling out your tax returns
  • Tailored to your individual tax domicile
  • Transparent presentation of all assets