Services Other Services – Tax Products and Investment Report

Other Services – Tax Products and Investment Report

Credit Suisse offers additional services such as tax products and the investment report. We are happy to provide our expertise to help maintain an overview of your assets and lessen your burden. 

Tax Transparency

Transparency regarding assets is an important concern of private clients. You will have a better overview of your capital with the investment report, including a return and asset analysis. Moreover, we provide products and services to lessen your burden. For instance, filling out your tax return takes less time thanks to the convenient tax statement. 

Investment Report

The investment report provides you with a transparent overview of your assets with Credit Suisse. It shows the composition and performance of your assets clearly and comprehensively. In addition, you will receive detailed information on individual positions and completed transactions.

The investment report, along with your risk profile and individual needs, serves as an important basis for future investment decisions. You will receive it on a regular basis, semi-annually to daily, depending on the chosen investment solution. You choose between a paper form and a PDF document in Online Banking.

Your Advantages

  • Maintain a more transparent view over your assets
  • Determine the scope and level of detail of your Standard Investment Report
  • Decide how often you wish to receive the report
  • Choose the way you'd like to receive the report

Tax Statement Switzerland

Would you like to fill out your tax return quickly and conveniently? The Tax Statement Switzerland can help. It is accepted by all tax offices in Switzerland. These are your advantages:

  • The Tax Statement Switzerland significantly saves you time when filling out your tax return
  • It provides all the information you need on your accounts, investments, mortgages, and deductible expenses, prepared specifically for you
  • The time-consuming task of gathering documents is usually no longer necessary
  • You essentially just fill in the amounts into the official forms
  • Thanks to the digital component, the need to manually transfer the figures into the electronic tax return in certain cantons is largely eliminated

Prepare Your Tax Return in the Best Way Possible

The Tax Statement Switzerland is a comprehensive overview of the tax-relevant data of your assets at Credit Suisse. The following information is included in the tax statement:

  • Securities portfolio and credit balance 
  • Income with and without withholding tax, divided into federal and cantonal taxes
  • Income from securities bonds 
  • Flat-rate tax credits and tax retention, USA
  • Itemized list of debts and debit interest

In addition, you will receive a detailed overview of the charges deductible under cantonal law, for example, account administration, custody fees, and fiduciary commissions.

Classic

You will receive the tax statement in time to fill out your tax return in February.

Flexible

If you are aiming to obtain an extension of the deadline for submitting your tax return, your tax statement will be prepared for your desired deadline.

Terms and Conditions

Classic

Price per position1 CHF 102.

Minimum price per statement (up to five positions) CHF 502.

Flexible

Basic conditions similar to "Classic" option.

Surcharge of CHF 1002 for flexible preparation date.

  1. Plus VAT
  2. Positions include: accounts, securities in a safekeeping account, mortgages, time deposits, and precious metals holdings.

Find answers to frequently asked questions

We would be happy to help you with any questions. To make it easier, we've compiled a list of frequently asked questions and their answers here.

Who can use the Tax Statement Switzerland?

The tax statement is valid for all natural persons with tax domicile in Switzerland, but not for legal entities such as companies.

For what years can the Tax Statement Switzerland be ordered?

ou can order your Tax Statement Switzerland at any time. You will receive it for the first time next February (Classic) or on your desired date (Flexible) for the previous assessment year. You can also order tax statements retroactively for up to ten years or as a mid-year version.

How can I order the Tax Statement Switzerland?

Simply order your tax statement from your advisor or via the Contact Center by calling 0848 880 840 (Mon.–Fri. 7:30 a.m. – 5:30 p.m.) It's even easier for clients with online banking access – simply order your tax statement in the Client Center.

Does the tax statement have to be ordered again every year?

No, this is not necessary. Simply set up a standing order and we will send you the tax statement in good time every year, ready for the completion of the tax return.

Withholding Taxes

To avoid double taxation, you can reclaim withholding tax for investments abroad. However, this is very time-consuming and complicated. If you do not want to deal with this, our experts will be happy to handle this task for you.

Don't Pay More Taxes Than Necessary

Your income from interest and dividends abroad is subject to withholding tax in most countries, which is deducted directly from your income. If there is a double taxation agreement between your tax domicile and the issuing country, or if the internal regulations of the respective investment country provide for it, this withholding tax may not have to be paid at all, or only to a limited extent. There are two available options to reduce the effective tax burden: You can reclaim the withholding taxes later or have your burden lessened via direct relief at source ("Relief at Source"), so that you directly receive the full (or maximum possible) amount. Tax reclaims and relief at source are very time-consuming and complex processes that our experts would be glad to handle for you.

Your Advantages

Credit Suisse helps you benefit from the expertise of a globally active financial services provider. Allow our experts to handle the reclaims process for your withholding taxes, and take advantage of these benefits:

  • Time-consuming, complicated forms and procedures are handled by Credit Suisse experts on your behalf. 
  • We continually monitor the double taxation agreements applicable to you and, in accordance with your wishes, apply for a reclaim in the relevant markets on your behalf.

Our Services

Reclaims are for natural persons and legal entities with tax domicile in Switzerland and abroad and are offered for a large number of investment markets. You can request reclaims for specific countries, or if you prefer, you can request an automatic extended country review. We can continually review where a reclaim is worthwhile for you and handle the entire process. This saves you from handling the procedure yourself.

For legal entities and foreign diplomats with tax domicile in Switzerland, we can also reclaim Swiss withholding tax. If needed, we can also handle reclaims for additional taxes retained by the US. Under certain conditions, we also offer advance payments of Swiss withholding tax and additional retention tax in the US. This gives you an advance payment of a percentage of the reclaimed amount.

Fees and Criteria

Basic fee per market and year

CHF 150

Fee per security

CHF 5

Percentage of reclaimed amount

12% (max. CHF 1,000)

Reclaims can only be made for securities held at Credit Suisse. Additionally, the service is available only for a reclaimable amount of CHF 200 or more.

If external fees are incurred (e.g. through banks or custodians), these will increase the minimum reclaimed amount accordingly. Third-party fees will also be charged to you.

If no reclaim is made for you in a country of investment you have loaded (e.g. because the reclaimable amount is below CHF 200), you do not incur any costs. The aforementioned fees are incurred only in the event of a reclaim application by Credit Suisse.

Don't Pay More Taxes Than Necessary

Your income from interest and dividends abroad is subject to withholding tax in most countries, which is deducted directly from your income. If there is a double taxation agreement between your tax domicile and the issuing country, or if the internal regulations of the respective investment country provide for it, this withholding tax may not be deducted at all, or only to a limited extent. There are two available options to reduce the effective tax burden: You can reclaim the withholding taxes later ("Tax Reclaim") or have your burden lessened via direct relief at source ("Relief at Source"), so that you directly receive the full (or maximum possible) amount. Tax reclaims and relief at source are very time-consuming and complex processes that our experts would be glad to handle for you.

Your Advantages

Credit Suisse helps you benefit from the expertise of a globally active financial services provider. Use the knowledge of our experts and let us set up relief at source for you. This provides you with the following advantages:

  • Only the maximum tax rate applicable under the double taxation agreement or the internal regulations of the respective investment country will be deducted from your interest and dividend income.
  • You do not have to reclaim any withholding taxes from foreign tax offices. 
  • Your capital will not be tied up for years in a reclaims process, so you can reinvest immediately. 

Our Services

Relief at source is currently offered for natural persons and legal entities with tax domicile in Switzerland and abroad for the following investment markets:

  • Finland 
  • France 
  • Italy 
  • Japan 
  • Canada 
  • Portugal 
  • Spain 
  • Australia
  • Chile
  • Poland
  • Czech Republic

Please note that the scope of application for relief at source in relation to security categories varies by market.

Under certain circumstances, it might be possible to carry out relief at source in a market not listed above. We would be happy to clarify whether such special processing suits your purposes and can be implemented.

Fees and Criteria

Basic fee per market and year

CHF 300

Percentage of reclaimed amount

15% (max. CHF 2,000)

Relief at source is applicable only to securities held with Credit Suisse. If external fees are incurred (e.g. through banks or custodians), these will be also charged to you.

In comparison to the standard offering for relief at source for the aforementioned investment markets, another fee structure is used for the mentioned special cases of relief at source. Here, the main consideration is the cost incurred.

Request tax products or investment report now 

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