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Tax service

We complete your tax return

Let’s be honest: There are more interesting things to do than complete a tax return. So why not leave this chore to our specialists – in many cases you’ll also benefit from a lower tax bill.

Tax services

  • Full completion of tax return
  • Review of tax assessment
  • Representation towards tax authorities
  • Drawing up tax returns when moving into or out of Switzerland
  • Reclaim of foreign withholding tax
  • Support with tax formalities for a deceased person
  • Simplified digitalization and delivery of documents through the Snap.Share app

Completing your tax return yourself

We will also happily provide support if you would prefer to fill out your tax return yourself.

Custody account tax statement

Simply transfer the total amounts from the tax statement to your statement of investments. The tax statement contains the following information:

  • Assets and income valued at the tax rates applicable as of 31 December
  • Reclaimable Swiss withholding tax
  • Foreign tax at source reclaimable in Switzerland
  • Interest and dividends received
  • Taxable capital gain for capital growth funds
  • Deductible asset management costs as bank costs

Costs: Flat-rate fee of CHF 100 (excl. VAT) per tax statement

Straightforward digitalization of documents and online tax return

Snap.Share app

Everything where you need it – rapidly, securely, automatically. Just three steps and your back-up paper documentation for the tax return is digitalized and saved in the appropriate place. Interim steps are eliminated and you’re done in no time.

Factsheet «Snap.Share» (PDF/129KB) snapshare.ch


With eTax you can complete your tax return securely, rapidly and free of charge. The software guides you through the entire process, step by step. Currently available for Lucerne, Zurich and Zug.

Further information (German only)