The most important points at a glance
As a natural person taxable in Switzerland, you receive an e-tax statement from datalevel AG for direct import into the cantonal declaration solution. The process is designed for minimal effort: after linking to datalevel, the report is created fully automatically. You will then be notified by email, pay for the report, and receive the statement as a PDF including the payment receipt. A report costs CHF 50.00; multiple IBKR accounts of the same holder and type are combined.
From our experience, it is not only the content of the statement that matters for the tax return, but also how smoothly it can be processed. This is exactly what datalevel’s offer is geared towards. Our many years of experience with this product guarantee you a comprehensive statement of the highest quality.
What does the Swiss IBKR tax statement bring?
The Swiss e-tax statement is intended for direct import into the cantonal declaration solution. You thus minimize the declaration effort as an IBKR customer.
How does the order process with datalevel AG work?
- You establish the administrator linkage to datalevel – the process starts.
- You will be notified by email when the statement is available.
- You log in to the portal and pay for the report.
- The e-tax statement is provided to you as a PDF, including the payment receipt.
Processing takes about 2 weeks. This helps with planning if you don’t want to gather your documents just before the deadline.
What should you note about the administrator linkage?
For onboarding, create an administrator linkage according to the Onboarding Guide. Important: datalevel AG thereby only obtains read access to your data. If you have multiple IBKR accounts, you must link each one separately.
What to watch out for with multiple accounts
Multiple IBKR accounts are not automatically covered by a single linkage. Each account must be linked separately so that the statement can be created correctly.
What does the e-tax statement cost?
| Point | Specification |
|---|---|
| Price per report | CHF 50.00 |
| Processing time | about 2 weeks |
| Account rule | Multiple IBKR accounts of the same holder and type are combined |
| Delivery | PDF statement including payment receipt |
Questions about the Swiss IBKR tax statement?
Frequently asked questions
Who is the statement for?
Are multiple accounts combined in one report?
How long does it take for the statement to be available?
What do I receive after payment?
If you need a Swiss IBKR tax statement, datalevel AG is geared to a clear, lean process. With the e-tax statement, the linkage according to the guide, and the PDF delivery, the process remains manageable for you. For more information see our FAQ at https://ibkr.datalevel.ch/faq.
For questions about the Swiss IBKR tax statement or the right solution for your financial data, you can contact datalevel AG directly. This way you clarify the next step without detours and with a provider that already reflects the Swiss framework.
Mehr über den Schweizer IBKR-Steuerauszug erfahren
datalevel AG, Birmensdorf ZH