E-tax statements

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.

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.

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.

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).

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

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.

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.

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.

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.

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.

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.