Steuerauszug (tax statement)
A Steuerauszug is the annual tax statement issued by a Swiss bank or broker. It lists year-end balances, securities holdings, interest and dividends in the format Swiss tax authorities expect, so the figures can be copied directly into a tax return.
In detail: Steuerauszug (tax statement)
Banks usually publish the statement in the first months of the year for the previous tax period. Some issue it free of charge, others charge a fee, and brokers may provide only a simplified version.
If you hold accounts at several institutions you need a statement from each. Consolidating them — or exporting a combined year-end overview — is what makes the annual filing manageable.
- Covers year-end balances, holdings, interest and dividends per institution.
- Issued for the previous tax year, typically in the first quarter.
- One statement is needed per bank or broker you hold assets with.
Related terms — Steuerauszug (tax statement)
Pillar 3a is Switzerland's tax-privileged voluntary retirement savings scheme. Employed residents may pay in a capped amount each year and deduct it from taxable income; the money is normally locked until roughly five years before retirement age.
Net worthNet worth is the value of everything you own minus everything you owe. Assets include bank balances, investments, pension capital and property; liabilities include mortgages, loans and credit-card debt. The difference is your true financial position.
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