How you receive your tax documents – digitally or by post

As an e-finance customer, you’ll find your current tax documents in the document center shortly after the start of the year (see instructions below). You can download them yourself and print them out if you wish. You’ll receive your tax documents for your bank or savings account in physical format by post only if you’ve selected the paper option for your banking package. This excludes life insurance documents, which are always sent by post. Please note that tax certificates for e-trading must be ordered separately, and a fee applies for this.

Would you like to receive your tax documents as a paper statement by post once again in future?

If you’ve chosen the electronic option, you can’t switch the setting back to the physical statement by yourself. Please contact our hotline for private customers to switch to the paper option. Please note that this does not take effect until the end of the following month and costs 5 francs a month. 

Receive tax documents for the current tax year by post on a one-off basis

Do you want only the current tax certificates to be sent to your home address by post? In that case, please order the account statement or interest income statement online or via our hotline for private customers. A charge of 5 francs per document applies. This also applies if you have changed your delivery type to the paper option at the start of the new year. 

Where to find the tax statement for your investments for individual securities in e-trading

You can transfer information − such as capital income from the dividends on your equities or investment funds − manually from e-trading to your tax statement. A tax certificate is not mandatory. But if you want to have one, you can order a tax certificate for your e-trading account via the following link. This provides a summary of your assets as at 31 December. The order costs 96.95 francs. After ordering, you will find the tax certificate in your e-finance document center, under the “Taxes” category. 

Do you want links to tax documents or account statements? Or are you missing a document that you need to complete your tax statement? You’ll find an overview of all information on our support page “Bank statement, interest statement and tax certificate”.