Electronic tax return, anyone?

The eTax statement is perhaps the hottest bureaucratic document of all time. Because it makes filing your taxes easier!
Discover

Joy and taxes are polar opposites, but eTax statements make filing your taxes almost fun by streamlining the process.

Why is it a
must-have?

It saves time and energy

With an eTax statement, you no longer have to collect and organise your tax returns by hand.

It avoids the error trap

It helps maintain accuracy and consistency thanks to consolidated and electronically validated data.

It’s nothing but practical

You can import the eTax statement seamlessly into your preferred tax filing software.

Does it come
with a price tag?

As this service is new to Yuh, we are currently offering the eTax statement at a very attractive price of 25 CHF (the amount will be debited upon delivery). You can order it in your application under Account > Documents > Request (or Request document on Android). Please note that it can take up to 10 days for the document to be generated.
 
The eTax statement isn’t compulsory, but it’s a game changer if you have a lot of investments. However, all relevant tax documents will also be available free of charge at the beginning of January each year.

3 steps to kick off your tax season

1
Request your eTax statement
Open your Yuh app, go to
Account > Documents and request your eTax statement.
2
Import your eTax statement
Upload your eTax statements to your Swiss tax software (e.g. PrivateTax or VaudTax). It will automatically import the relevant data.
3
Complete your taxes
Check the imported data, make any necessary adjustments, and submit your file.
eTax statement
1
Request your eTax statement
Request your eTax statement
Open your Yuh app, go to
Account > Documents and request your eTax statement.
2
Import your eTax statement
Import your eTax statement
Upload your eTax statements to your Swiss tax software (e.g. PrivateTax or VaudTax). It will automatically import the relevant data.
3
Complete your taxes
Complete your taxes
Check the imported data, make any necessary adjustments, and submit your file.
eTax statement

Need some tax hacks?
We answer your questions!

What is an eTax statement?

An eTax statement is a tax statement in PDF format with barcodes that allows you to import your bank account information directly into your online tax return. It’s quicker and more accurate than entering the information by hand. The only drawback? It’s only available to Swiss residents.

Do I have to pay to get my eTax statement?

Yes, we charge 25 CHF. However, you can still file your taxes for free using the tax-related documents available in the document inbox in the app.

Here are the details:

🇨🇭 🇪🇺 : For all Yuhsers who have received dividends from their investments– we provide the withholding tax statement free of charge.

🇨🇭 : For Swiss residents only – with cash or active investments – we offer an eTax statement for a fee of 25 CHF.

Who can use eTax statements?

eTax statements are designed for people who live in Switzerland and file an individual tax return. It’s particularly useful if you have a lot of investments.

If I live outside Switzerland, will I also receive eTax statements?

No. However, you can file your taxes using the tax-related documents available in the document inbox.

If I want a printed copy, what should I do?

Yuh doesn’t distribute printed copies of the eTax statement. If you manage to obtain a paper version of the document by any means, you will need to enter the information from that statement manually, as scanned versions of eTax statements cannot be uploaded to online tax returns.

What other tax documents are available to Yuhsers?

All Yuhsers receive their annual statement, portfolio performance and interest statement automatically in their inbox at the beginning of the year.

In addition, Yuhsers who have received dividends on their investments will also receive a coupon/dividend and withholding tax statement in their document inbox.

The annual tax certificate for your pillar 3a account with Yuh is generated in the middle of January, if not before. You can find the certificate in the pillar 3a area under «Overview» > «Statements».

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