e-tax statement & eTax: How to declare your investments in Switzerland

If you manually copy these numbers from PDF statements every year, it takes time — and mistakes happen more easily than you might expect.

That's where the e-tax statement (eSteuerauszug) comes in. It allows many of these details to be imported automatically into your cantonal eTax tax return.

Good news: starting in 2026, Selma will also provide an e-tax statement for your investments, making it even easier to import your data into eTax.

In this article, you'll learn:

• when and how you can get your e-tax statement from Selma
• what an e-tax statement actually is
• when it makes sense to use one
• how to use it in eTax
• and how to avoid common mistakes

What is an e-tax statement?

An e-tax statement (eSteuerauszug) is a digital tax document that contains your investments, asset values and income in a standardised format that can be imported directly into Swiss cantonal tax software such as eTax.

It is provided by banks and financial providers and replaces much of the manual data entry when completing your tax return.

A typical e-tax statement includes:

• Asset values as of 31 December
• Securities such as shares, ETFs and funds
• Income such as interest, dividends and distributions
• Depending on the provider, additional tax-relevant information (for example, management fees)
  

The key difference compared to a normal PDF tax statement is that the e-tax statement is machine-readable. When you upload it into eTax, many fields are filled in automatically — directly in the securities register of your tax return.

This saves time and reduces the risk of typing errors or missing entries.

When does an e-tax statement make sense – and when not?

Using an e-tax statement is optional. Whether it makes sense for you mainly depends on how complex your investments are.

It is especially useful if you:

• hold several securities or ETFs
• receive dividends or other investment income
• have more than one account or portfolio
• want to save time
• want to avoid manual input errors
  

If you only have a small number of investments and a very simple setup, you can also enter the figures manually from a standard PDF statement. That works fine – it just takes a bit more effort.

As a rule of thumb: the more complex your portfolio, the more valuable an e-tax statement becomes.

How to use the e-tax statement in eTax

The process is similar across most Swiss cantons, even though the tax software may have different names (for example, eTax, EasyTax or TaxMe).

1. Download your e-tax statement

First, download the e-tax statement from your provider (such as Selma). You'll usually find it in online banking or your client portal under tax documents or annual statements.

In the Selma app for iOS and Android, you'll find it under:
Accounts → Investments → Tax documents

Important points:

• Make sure it really is an e-tax statement — not just a regular PDF.
• The e-tax statement is usually available at the beginning of the year (January-March), once all annual data has been finalised.
• Save the file without modifying it (don't scan or rename it).

2. Upload it to eTax

In your cantonal tax software, look for the section where you can upload supporting documents or e-tax statements.

Upload the file there. The software will automatically read the data and transfer it into the securities and assets section of your tax return.

If the import doesn't work, it's often because:

• the wrong file was selected
• the file was modified or scanned
• the e-tax statement could not be recognised correctly
  

Always upload the original file. If it still doesn't work, your cantonal tax office can usually help. And if you have issues with the Selma e-tax statement, you can always contact us via chat or email.

3. Review the imported data

Even though much of the data is imported automatically, you should always review it carefully. In particular, check:

• Are all investments included?
• Do the asset values as of 31 December look correct?
• Are dividends and interest recorded correctly?
• Are any accounts or special cases missing?
  

If something is missing, you can add it manually or upload additional documents. The e-tax statement makes the process easier – but it doesn't replace your own review.

Common mistakes – and how to avoid them

A few typical issues come up every year:

• Uploading the wrong document (not a real e-tax statement)
• Not reviewing the imported figures carefully
• Foreign currency values not being checked properly
• Missing accounts or securities
  

A quick review after the import usually helps avoid these problems. If anything is unclear, it's best to contact the provider of the statement directly.

e-tax statement at Selma — new from 2026

From 2026 onwards, Selma will provide an e-tax statement for your investments.

This means:

• You can download your e-tax statement directly from Selma.
• The file is compatible with most cantonal eTax systems.
• Your investment data can be imported automatically into your tax return — without manual copying.
• You save time and reduce typical input errors.

Important: Selma provides the data in a structured format, but you remain responsible for the correctness of your tax return. Selma does not provide tax advice. For technical questions related to the Selma e-tax statement, our support team is always happy to help.

The e-tax statement is included in your Selma management fee, just like the original tax statement.

Conclusion

The e-tax statement is a simple way to declare your investments efficiently and accurately in your Swiss tax return – especially if you hold multiple securities or ETFs.

Instead of copying figures manually, you can import the data directly into eTax and then simply review it.

From 2026, you'll also be able to obtain your e-tax statement directly from Selma. Like most providers, it will be available once all annual data is finalised – this year, you will be able to download it February / March. In the future, it should be available in January already.

You'll find it in your Selma app for iOS and Android under:
Accounts → Investments → Tax documents

This makes filing your tax return even easier – without unnecessary complexity or manual effort.