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Tax Statement Switzerland

Completing your tax return is easier with a Credit Suisse tax statement.

Save Time Filling Out Your Tax Return

Would you like to have all of your tax-relevant bank data in order to fill out your tax return more quickly and conveniently? The Tax Statement Switzerland is a tax disclosure form highly regarded by all tax offices in Switzerland. It is designed to help make filling out your tax return easier. With the tax statement you can eliminate the time-consuming task of collecting individual records, because all you'll have to do is fill in the totals in the official forms.

Your Benefits with the Tax Statement

  • Overview of all your tax-relevant bank data
  • Time saved filling out your tax return
  • Less research for you
  • Clearly laid out, simple and convenient
  • Universally highly regarded by tax authorities

Content of the Tax Statement

The following information is included in the tax statement:

  • Securities and other assets
  • Income with and without withholding tax
  • Income for the purpose of federal and cantonal taxes
  • Income from securities lending and borrowing
  • Flat-rate tax credits and retention tax, USA
  • Itemized list of debts and debit interest
  • Deductible expenses under cantonal law

Fees

  • Costs are based on the number of items (e.g. accounts, securities in a safekeeping account, mortgages, time deposits, precious metals holdings, etc.)
  • A standard charge of CHF 10 is made for each item
  • The minimum charge for your individual tax statement is CHF 50 (up to 5 items)

Subscribe or Place a Single Order

Subscribe to conveniently receive your tax statement as a standing order. This ensures you receive the tax statement automatically in February each year and in time to complete your tax return.

You can also order a part-year tax statement with a specific valuation date (e.g. the date you move abroad).

Individual orders (for part or full-year statements) are delivered in about 1-2 weeks.

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