E-tax statements

Filling out your tax return just got easier

We now provide BCV-net users with annual e-tax statements*.

In most Swiss cantons, you can import the data directly from your e-tax statement into your online cantonal tax return. That means you won’t have to type in all of the numbers by hand.

*If you wish to receive an e-tax statement for your securities account, you must submit a request in advance (see FAQs below).

 

Procédure pour la déclaration fiscale

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1. Log in to BCV-net, go to e-Statements, and click on the Tax documents tab.

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2. Download all the documents to your computer.

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3. If you prepare your tax return yourself, upload the tax statements one at a time into your online tax return. Please note that not all cantons’ systems allow you to upload e-tax statements.

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If you have an accountant prepare your tax return, you can simply email them your documents.

You cannot print out and then scan the e-statements, as this may blur the barcodes and lead to data errors.

If you live in Vaud Canton, you can only import e-tax statements into the online version of VaudTax, not the downloadable software.

 

E-tax statement FAQs

What is an e-tax statement?

An e-tax statement is a tax statement in pdf format with barcodes that let you import your bank account information directly into your online tax return. It’s faster and more accurate than entering the information by hand.

How do e-tax statements work?

You simply download your e-tax statements from BCV-net and then upload them into your canton’s online tax return system. Almost all cantons accept e-tax statements.

Who receives an e-tax statement?

If you use BCV-net and live in Switzerland, your e-tax statements will be automatically uploaded to the “tax statements” section of BCV-net.

E-tax statements for bank accounts and loans are usually uploaded on 15 January. There is no fee for this service.

E-tax statements for securities accounts are uploaded on 15 February. However, you have to request these documents in advance. You can do this via BCV-net under E-statements > Tax documents. Select the securities account for which you’d like to receive an e-tax statement and click on “Order.” Once you’ve done this, you’ll automatically receive an e-tax statement for that account each year. You will be charged for this service – the fee is indicated on the request page. Additional fees will apply if you submit your request after the statements are uploaded in mid-February.

If you don’t use BCV-net but would like to receive paper copies of your e-tax statements, please contact your advisor.

Do I have to pay to receive an e-tax statement?

We have not made any changes to our fee schedule.

E-tax statements for your bank accounts and loans are provided free of charge.

For securities accounts, you will be charged CHF 10 per position (excl. VAT) for the e-tax statement, with a minimum fee of CHF 40 (excl. VAT). If you request your e-tax statement after they are uploaded in mid-February, you will be charged an additional fee of CHF 100 (excl. VAT).

Which tax documents can be downloaded in electronic format?

All tax documents associated with your bank accounts are available in electronic format.

Who can use e-tax statements?

E-tax statements were designed for people who live in Switzerland and file an individual tax return. Companies that receive e-tax statements can use the information provided on their statements but cannot use the barcodes to import the information directly into their online tax return.

If I live outside Switzerland, will I also get e-tax statements?

No. You will receive a standard tax statement (without barcodes). If you are not a Swiss taxpayer but do receive an e-tax statement, you cannot use the barcodes on a that statement to import the data into your online tax return.

Can I use an e-tax statement that has been printed out?

No. If you receive a paper copy of your e-tax statement in the mail, you will have to manually enter the information from that statement, since scanned versions of e-tax statements cannot be uploaded into online tax returns. To receive a pdf version of your e-tax statement in BCV-net, please contact your advisor.

For joint accounts, will all account holders receive e-tax statements?

E-tax statements are made available on BCV-net, or paper copies of e-tax statements are sent to the mailing addresses provided by the account holders. If you do not receive your tax documents, please contact your advisor.

Do e-tax statements work in Vaud Canton?

The Canton of Vaud has updated the online version of VaudTax, and it now accepts e-tax statements.

The downloadable VaudTax software, however, has not yet been updated. We encourage you to use the online version of VaudTax rather than the downloaded version.

Can I import last year’s tax data?

Yes. But if you import last year’s data in addition to importing your e-tax statement, be sure to delete any redundant information, since details about your accounts and your securities might be entered twice into your tax return. This will only be an issue the first time you use e-tax statements.

Can I import last year’s tax data?

Yes. But if you import last year’s data in addition to importing your e-tax statement, be sure to delete any redundant information, since details about your accounts and your securities might be entered twice into your tax return. This will only be an issue the first time you use e-tax statements.

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L’investissement socialement responsable (ISR) fait partie de la finance durable. Il regroupe différentes approches, telles que l’exclusion, l’intégration de critères ESG dans la sélection ou la pondération des valeurs, l’actionnariat actif et l’investissement thématique durable. L’ISR a pour objectif de générer des rendements compétitifs à long terme, tout en favorisant le développement durable de la société.

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