Make it easier to deal with your personal tax documentation
Depending upon your tax domicile, your investment schemes may be subject to different rules or different tax documentation requirements. We work with the appropriate tax reports in order to make your documentation more straightforward and understandable for you.
Drawing up tax documentation is normally a complex matter and, depending upon tax domicile, can be subject to specific requirements. In order to enable you to comply with your tax disclosure requirements in your particular tax domicile in a convenient and reliable manner, we offer you the appropriate tax reports along with transparent client reports. These will make it easier for you, amongst other things, to complete your tax return. Please note that we always need to receive your request for client reports by 9 January of the following year.
e-tax statement for Switzerland
The e-tax statement for Switzerland is the optimal solution for natural persons domiciled in Switzerland. In it we provide a clear listing of tax-relevant investment income and assets as well as of the withholding tax on your accounts and custody accounts in accordance with Swiss tax legislation. Thanks to the e-tax statement, you can easily import all values digitally into the tax return software for your canton.
Liechtenstein tax report
The Liechtenstein tax report contains all asset values required for the tax return as at 1 January of the respective tax year. You can carry over the values indicated into your tax return and file the tax report as an enclosure to your tax return.
Tax report for Germany
The tax report for Germany is intended for private individuals with tax domicile in Germany. It provides a clear record of all investment income relevant for tax purposes as well as sale transactions and withholding tax relating to your accounts and custody accounts. The figures can be transferred directly from our templates into the KAP (capital assets), KAP-INV (capital assets – investment income) and SO (other income) sections of your income tax declaration.
Tax reports for Austria, Italy, Spain and the Netherlands
The tax reports for Austria, Italy, Spain and the Netherlands are intended for private individuals with tax domicile in those countries. They contain all investment income relevant for tax purposes as well as sale transactions and withholding tax relating to your accounts and custody accounts according to the relevant applicable tax law. The automatic fill-in aid makes it even easier to complete your income tax return.
Additional information for Spain: disclosure of foreign assets (Modelo 720 Spain)
Persons resident in Spain are obliged to provide comprehensive information to the Spanish tax authorities concerning any banking assets held by them abroad above a particular value threshold. Our form 720 contains all information relevant for completing the electronic 720 disclosure, which must be submitted separately from the Spanish tax return.
UK tax report
The UK tax report is intended for private individuals with tax domicile in the United Kingdom (UK). It provides a clear record of the investment income relevant for tax purposes as well as sale transactions and withholding tax relating to your accounts and custody accounts according to the applicable tax law (period: 6 April until 5 April of the following year). Thanks to the automatic fill-in aid, our tax report makes it even easier to complete your income tax return.
General client report
The general client report is intended for clients with tax domiciles in other countries as well as for legal persons. This client report presents your income and expenses along with your gains and losses from sale transactions calculated according to the "FiFo" method (first-in-first-out) (period: calendar year).
- Targeted support in completing your tax return
- Tailored to your specific tax domicile
- Transparent presentation of all assets
What is important to you apart from your tax reporting?
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